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As the Fed Continues Quantitative Tightening, Will FHFA/Treasury Permit the GSEs to Resume Loan Warehousing?
Before the GFC, GSEs engaged in credit arbitrage with almost no equity capital. Now with robust capital, GSEs could opportunistically resume credit…
Sep 24
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Tricolor Shows Anyone Still Calling For "GSE Reform" is Fighting The Last War
Shoddy lending remains in the US, camouflaged by securitizing a sow's ear loan into a silk purse asset-back security. But today's culprit is private…
Sep 19
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Rule Of Law Guy
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GSE Recap/Release: Summarizing Deutsche Bank's GSE Valuation Report
And Commerce Secretary Lutnick talks on CNBC about a GSE stock offering that "could be this year," since he believes "a deal is going to be struck" that…
Sep 11
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GSE Recap/Release: Can the Treasury Department Multi-Task?
"We are doing peace deals, tax deals and tariff deals". Lions and Tigers and Bears, Oh My! And now, a SCOTUS case. When will GSE recap/release begin?
Sep 10
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Rule Of Law Guy
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GSE Recap/Release and Price Reflexivity
Will recent GSE common stock price action have any effect on the likelihood and terms of GSE recap/release?
Sep 4
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Rule Of Law Guy
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GSE Recap/Release Poll Results
I ran a poll of questions regarding GSE Recap/Release for paying subscribers. Here are the results for all to see.
Aug 31
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Rule Of Law Guy
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GSE Recap/Release Poll
Paying subscribers are invited to answer the following poll questions. Vote and check back for final results. Poll will be held open for one week.
Aug 27
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A GSE Investment Primer for Newbies
If you are somewhat new to the GSEs, this post is for you. If you are a knowledgeable GSE investor but don't know what you don't know, this post may…
Aug 19
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Rule Of Law Guy
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The Dodd Frank 2025 Severely Adverse Scenario Stress Test Results Show Fannie Mae is in a Safe and Sound Financial Condition, and the…
These 2025 stress test results show Fannie Mae needs no more capital to withstand a severe 27 month recession, and why the ERCF should be abandoned as a…
Aug 16
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Rule Of Law Guy
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GSE Recap/Release: Add A "Contingent Value Receipt" Feature to the "Golden Share" to Resolve the SPS Convert/Cancel Debate?
A "Golden Share" with a "Contingent Value Receipt" feature would ensure Treasury gets an acceptable taxpayer return on GSE recap/release while…
Aug 14
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Rule Of Law Guy
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