Tag Archives: GSE

Read the full text of Trump’s infrastructure plan – from CNBC

Read the full text of Trump’s infrastructure plan – from CNBC

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David Stevens argument about C-W2.0 and Tim Howard’s comments

It seems to me that even MBA’s CEO David Stevens wants to defend his proposal on killing GSE, he is really not sure how to act without wracking the housing market. And let us also see Tim Howard’s great arguments.

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Fannie Mae (FNMA) & Freddie Mac (FMCC) – Where Did The Money Go? – Post from Valuewalk

This might be the absolutely preeminent synopsis on GSE!

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Fairholme fund 2017 annual letter and report

Berkowitz: On Fannie Mae “I expect further gains from any Trump Administration-led initiative”

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Waiting for Mr. Corker – Tim Howard’s latest comments on C-W 2.0

Very in depth discussion on C-W 2.0 from Tim Howard,

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Fannie-Freddie Bill Includes Billions for Affordable Housing – From Bloomberg

Fannie-Freddie Bill Includes Billions for Affordable Housing from Joe Light from Bloomberg. 

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Mnuchin’s testmony Jan 30 2018

The Financial Stability Oversight Council Annual Report to Congress

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John Paulson’s Jan 2018 fund report on GSE

John Paulson’s Jan 2018 fund report on GSE. It seems like he is still optimistic about this investment.

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Mel Watt’s proposal on GSE reform – from Bloomberg

Here is latest Mel Watt’s proposal on GSE reform – sounds somewhat similar to Moelis’s plan.

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Mnuchin’s comments on GSE on Youtube

Here is a list of Mnuchin’s comments on GSE on Youtube, very interesting to follow with his takes,

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