Upcoming $10B in Q3 Earnings for GSE?

Posted on August 16, 2017 by Timeless Investor

It seems like GSE will have a big infusion of net income in Q3 due to the settlement of RBS. Imagine if Mel Watt retains this big portion of earning, that will be great capital buffer for GSE. Continue reading →

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GSE’s Credit Risk Transfer Securities

Posted on August 16, 2017 by Timeless Investor

It is good to know that GSE sells $48 billion of CRT securities designed to reduce their exposure. Maybe this is the way they are reforming already, Continue reading →

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Find history plot of Options in Optionshouse/Etrade new platform

Posted on August 14, 2017 by Timeless Investor

Here is the way to find history plot of Options in Optionshouse/Etrade new platform, Continue reading →

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Alacrity action Lesson learned

Posted on August 14, 2017 by Timeless Investor

I have missed today’s rally on stock market because,  Continue reading →

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Plan to go long on VIX these days due to the escalation of NK crisis

Posted on August 11, 2017 by Timeless Investor

I plan to go long on VIX these days due to the escalation of NK crisis, and here are some homework that I need to complete first, Continue reading →

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Mel Watt’s recent letter

Posted on August 10, 2017 by Timeless Investor

There are two takeaways from Mel Watt’s recent letter (Mel_Watt_letter_09Aug2017) to NAR,  Continue reading →

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Some comments and news about Jamie Mai

Posted on August 8, 2017 by Timeless Investor

Here are some great comments and news about Jamie Mai, Continue reading →

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Lessons learned from Burry and Mai/Ledley and my mistakes – August 2017

Posted on August 8, 2017 by Timeless Investor

I have learned some big lessons for my recent 10 months investment, and here they are,  Continue reading →

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More on GSEs

Posted on August 5, 2017 by Timeless Investor

Here are more links on GSEs Continue reading →

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Have GSEs reformed themselves? – from Marketwatch

Posted on August 3, 2017 by Timeless Investor

The future state of common securitization platform for GSEs is almost there, while Congress wouldn’t do it, so Fannie and Freddie reformed themselves. As Freddie CEO Don Layton said on its earnings call, “This is not your parents’ Freddie Mac.” So it is alright to preserve and release GSEs since they have already reformed? Continue reading →

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