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Meta
Monthly Archives: August 2017
Some comments and news about Jamie Mai
Here are some great comments and news about Jamie Mai,
Posted in Investment Knowledge, Investment Methodologies
Tagged Event drive investing, Jamie Mai
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Lessons learned from Burry and Mai/Ledley and my mistakes – August 2017
I have learned some big lessons for my recent 10 months investment, and here they are,
Have GSEs reformed themselves? – from Marketwatch
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 … Continue reading
Must read – comments of GSE documents from Richard Epstein of NYU
These are must read comments of GSE documents from Richard Epstein
Small lenders want GSEs preserved – from Scottmanguide
Small lenders want GSEs preserved – another one for pro GSEs
Anti-GSEs voices
Here are some anti-GSEs voices, make some sense in theory, but I am not sure whether they really are practical with so significant drastic changes in housing system?
More on GSEs
Here are more links on GSEs