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Meta
Monthly Archives: August 2017
Five simple ways GSE reform can narrow the homeownership gap – from American Banker
There are 5 simple ways GSE reform can narrow the homeownership gap – from American Banker,
Very interesting piece of information from Pershing Square on GSEs
Here is a very interesting and encouraging piece of information from Pershing Square on GSEs. Hopefully, Ackman knows some information that we do not know, and hopefully, it is not his pure speculations.
Good lessons from Mauboussin
Here are a collection of great lessons from Mauboussin
Upcoming $10B in Q3 Earnings for GSE?
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.
GSE’s Credit Risk Transfer Securities
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,
Alacrity action Lesson learned
I have missed today’s rally on stock market because,
Plan to go long on VIX these days due to the escalation of NK crisis
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,
Mel Watt’s recent letter
There are two takeaways from Mel Watt’s recent letter (Mel_Watt_letter_09Aug2017) to NAR,
Great insight on big banks and GSEs – NYT
This is a great insight on big banks and GSEs – from NYT