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Monthly Archives: March 2018
A Look at GE’s Aviation Business – from Gurufocus
A Look at GE’s Aviation Business – good analysis from Gurufocus.
Can a trade war be avoided? – great discussion from Dash of Insight
Can a trade war be avoided? This is a great discussion from Dash of Insight
John Paulson’s Mar 2018 fund report on GSE
John Paulson’s March 2018 fund report on GSE. It seems like he is still optimistic about this investment.
Leading experts weigh in on current policy issues and challenges of GSE
Leading experts weigh in on current policy issues and challenges of GSE – very interesting debate from Urban Institute
Difference between Fannie Mae and Freddie Mac
Difference between Fannie Mae and Freddie Mac
Michael Kao from Athankos on GSE and general investment strategies
Great learnings from Michael Kao
Bethany McLean’s excellent article on GSE
Bethany McLean’s excellent article on GSE
Real Estate Agent videos
Great Real Estate Agent videos
Daily learnings
Here are some my favorite daily learnings
Posted in Investment Knowledge
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GSEs started to quietly draw from Treasury today
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 →