Tag Archives: GSE

Book notes of “The Mortgage Wars”

Posted on April 20, 2018 by Timeless Investor

Book notes of the Mortgage Wars

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GSEs started to quietly draw from Treasury today

Posted on March 31, 2018 by Timeless Investor

As expected, Fannie Mae and Freddie Mac announced that they will require a combined $4 billion “draw” from the U.S. Treasury in order to maintain positive net worth. This is due to their having to write down certain tax assets … Continue reading →

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John Paulson’s Mar 2018 fund report on GSE

Posted on March 23, 2018 by Timeless Investor

John Paulson’s March 2018 fund report on GSE. It seems like he is still optimistic about this investment.

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Leading experts weigh in on current policy issues and challenges of GSE

Posted on March 16, 2018 by Timeless Investor

Leading experts weigh in on current policy issues and challenges of GSE – very interesting debate from Urban Institute

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Difference between Fannie Mae and Freddie Mac

Posted on March 15, 2018 by Timeless Investor

Difference between Fannie Mae and Freddie Mac

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Michael Kao from Athankos on GSE and general investment strategies

Posted on March 14, 2018 by Timeless Investor

Great learnings from Michael Kao

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Bethany McLean’s excellent article on GSE

Posted on March 13, 2018 by Timeless Investor

Bethany McLean’s excellent article on GSE

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Owl Creek joined the GSE litigation fight

Posted on March 2, 2018 by Timeless Investor

Heavy hitter Owl Creek joined the GSE litigation fight

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MBA’s “utility-style regulatory framework”

Posted on February 14, 2018 by Timeless Investor

Mortgage Bankers Post latest Open Letter to Congress on GSE Reform on 2-14-2018. Interestingly, I have not seen David Stevens on the signature list of the letter.

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White House Treasury budget hints at $5B GSE DTA draw to be reported this month

Posted on February 12, 2018 by Timeless Investor

White House Treasury budget hints at $5B GSE DTA draw to be reported this month. 

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