Congressional Record from Dec 2015 discussing GSE Jumpstart will be done by Jan 2, 2018

Posted on December 28, 2017 by Timeless Investor

Will Jan 2, 2018 be the day GSE’s conservatorship will be ended? If so, should I well position in preferred before this day? Continue reading →

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Great analysis on “the 4th Amendment” of GSE

Posted on December 28, 2017 by Timeless Investor

This is a Great analysis on “the 4th Amendment” of GSE. Continue reading →

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John Paulson’s recent take on GSE preferreds

Posted on December 27, 2017 by Timeless Investor

Here is John Paulson’s recent take on GSE preferreds. I think he is right, there is still some upsides (3:1 return) in these preferreds. Continue reading →

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Should I consider invest in bonds of GSE?

Posted on December 27, 2017 by Timeless Investor

According to Bloomberg, The Next Big Trade for Bond Investors Is Betting on U.S. Homeowners. Continue reading →

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The key to investing success is ‘critical thinking’ – from David Einhorn CNBC

Posted on December 27, 2017 by Timeless Investor

David Einhorn shared the most important factor for his investing success during a rare talk at the Oxford Union last month. It might be worthwhile for me to watch through his 50 minutes interview to learn his outstanding investment journey. Continue reading →

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Quick take on GSE Preferreds and commons

Posted on December 26, 2017 by Timeless Investor

One member from Seeking Alpha put a very interesting comment on GSE Preferreds and commons, Continue reading →

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Recent Precedents of AIG and Ally Financial recapitalization plan provide template for future GSE recap plan

Posted on December 26, 2017 by Timeless Investor

Recent Precedents of AIG and Ally Financial recapitalization plan provide template for future GSE recap plan. See Moelis report p.8, and 9 (Safety-and-Soundness-Blueprint) Continue reading →

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Conversion of Preferred stocks of GSE?

Posted on December 22, 2017 by Timeless Investor

It is assumed that there might be conversion of preferred stocks of GSE to common stocks in order to raise capital. Could this benefits significantly for the preferred stock holders? Continue reading →

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News of GE (updated)

Posted on December 22, 2017 by Timeless Investor

Here are a few good news on GE Continue reading →

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GSE to retain capital

Posted on December 21, 2017 by Timeless Investor

Here are slew of breaking news on GSE to retain capital, Continue reading →

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