Plan to go long on VIX these days due to the escalation of NK crisis

Posted on August 11, 2017 by Timeless Investor

I plan to go long on VIX these days due to the escalation of NK crisis, and here are some homework that I need to complete first, Continue reading →

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Mel Watt’s recent letter

Posted on August 10, 2017 by Timeless Investor

There are two takeaways from Mel Watt’s recent letter (Mel_Watt_letter_09Aug2017) to NAR,  Continue reading →

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Some comments and news about Jamie Mai

Posted on August 8, 2017 by Timeless Investor

Here are some great comments and news about Jamie Mai, Continue reading →

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Lessons learned from Burry and Mai/Ledley and my mistakes – August 2017

Posted on August 8, 2017 by Timeless Investor

I have learned some big lessons for my recent 10 months investment, and here they are,  Continue reading →

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More on GSEs

Posted on August 5, 2017 by Timeless Investor

Here are more links on GSEs Continue reading →

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Have GSEs reformed themselves? – from Marketwatch

Posted on August 3, 2017 by Timeless Investor

The future state of common securitization platform for GSEs is almost there, while Congress wouldn’t do it, so Fannie and Freddie reformed themselves. As Freddie CEO Don Layton said on its earnings call, “This is not your parents’ Freddie Mac.” So it is alright to preserve and release GSEs since they have already reformed? Continue reading →

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Must read – comments of GSE documents from Richard Epstein of NYU

Posted on August 2, 2017 by Timeless Investor

These are must read comments of GSE documents from Richard Epstein Continue reading →

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Small lenders want GSEs preserved – from Scottmanguide

Posted on August 2, 2017 by Timeless Investor

Small lenders want GSEs preserved – another one for pro GSEs  Continue reading →

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Anti-GSEs voices

Posted on August 2, 2017 by Timeless Investor

Here are some anti-GSEs voices, make some sense in theory, but I am not sure whether they really are practical with so significant drastic changes in housing system? Continue reading →

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Great links of commentaries of GSE’s newly discovered documents

Posted on July 31, 2017 by Timeless Investor

here are great links to the in-depth commentaries of GSE’s newly discovered documents Continue reading →

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