Tag Archives: GSE

Book notes of “The Mortgage Wars”

Book notes of the Mortgage Wars

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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

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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.

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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

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Difference between Fannie Mae and Freddie Mac

Difference between Fannie Mae and Freddie Mac

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Michael Kao from Athankos on GSE and general investment strategies

Great learnings from Michael Kao

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Bethany McLean’s excellent article on GSE

Bethany McLean’s excellent article on GSE

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Owl Creek joined the GSE litigation fight

Heavy hitter Owl Creek joined the GSE litigation fight

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MBA’s “utility-style regulatory framework”

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

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

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