Tag Archives: GSE

Good recap of GSE story – Part II

here is a good recap (Part II) of GSE story

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Good recap of GSE story

here is a good recap of GSE story

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History of AIG’s recapitalization and stock price – reference for GSE

There might be something that I can learn from the History of AIG’s recapitalization and stock price to the prediction of future actions of GSE.

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Fairholme Funds (FAIRX) semi-annual letter Aug 01 2018

Fairholme Funds (FAIRX) semi-annual letter Aug 01 2018

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GSE new links

GSE news links

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FHFA Proposes Minimum Capital Requirements $181 Billion for Fannie and Freddie

FHFA Proposes Minimum Capital Requirements $181 Billion for Fannie and Freddie- from FHFA web site and also IMF news. FHFA will also be holding a webinar on the proposed rule on June 19 at 1:30 p.m. EDT to explain the … Continue reading

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Speculation of Executive-branch solution for GSEs

Another new piece of information on speculation of Executive-branch solution for GSEs,

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Statement of Melvin L. Watt and ICBA’s comment

Statement of Melvin L. Watt, Director, FHFA, Before the U.S. Senate Committee on Banking, Housing, and Urban Affairs. Watt’s capital proposal for GSEs.

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Mnuchin again delays the GSEs reform to 2019 and here is the speculation on why he wants to do so

Mnuchin again delays the GSEs reform to 2019 and here is reasonable speculation on why he wants to do so. – this sounds to me a quite complex fix. Does he really want to do so? What will happen with … Continue reading

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Bruce Berkowitz’s Fairholme Fund continues to trim GSEs preferred stocks

Not good news, Bruce Berkowitz’s Fairholme Fund continues to trim GSEs preferred stocks

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