May 2015

Sunday May 31st 2015
Fannie Mae Monthly Summary for April – fanniemae.com
Guest column: State lawmakers given stern warning on HOAs – VegasInc
Shadow banks grab record US loans share – FT.com
Google link
Saturday May 30th 2015
GSE Litigation Summary – Bankrupt.com
List of things I look forward to as a $FNMA shareholder – GlenBradford.com
Friday May 29th 2015
Confirmation Received: GSE Exec Discussed DTA Reversal With Treasury Pre- Sweep/ Ugolettis Worst Nightmare? – timhoward717
New Shareholder Lawsuit: The Government’s Actions Are Illegal – Investors Unite
Same article from Valuewalk – with comments
Why is Federal National Mortgage Assctn Fnni Me Stuck on the OTCBB Despite Profitable Moves? – Journal Transcript
Thursday May 28th 2015
Legislation, Not FHFA’s Administrative Actions, Should Drive Housing Policy, Analyst Says – DS News
Mortgage Portfolio Expands for Seventh Time in Last Eight Months for Freddie Mac – DS News
REIT Outlook: Fannie Mae Securities Close at 104 1/32 – Market Realist
Wednesday May 27th 2015
Will Servicers Rally with GSE Reform? – Sims on Finance
RBS Seen Facing Up to $4.5 Billion to Close Mortgage Suit – Bloomberg
RBS mortgage settlement with FHFA could reach $4.5B – Housing Wire
The FHFA OIG, press releases – Fannie Mae Shareholders Blogspot
Looking Forward to Fannie and Freddie Appeal – Seeking Alpha
The Wrath of Hank: Ex-AIG CEO Greenberg Won’t Give Up at Age 90 – Bloomberg
Tuesday May 26th 2015
Caution: GSE reform could have serious unintended consequences – Housing Wire
Fannie Mae, Freddie Mac Reform To Be Center Of Shelby Bill Fight: Bove – Valuewalk
The WSJ and Barron’s Apologists for the Banksters Peddle Wallison’s Fables – The Real News
1Q15 GSE Business Volume Up Strongly in Nearly All States – Inside Mortgage Finance
What Happens to the Mortgage Market When the Fed Pulls
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April 2015

Thursday April 30th 2015
GSEs stress tested – Seeking Alpha
Leaked Treasury memo on Fannie, Freddie fuels fire for sweep critics – Housing Wire
Leaked Fannie (FNMA), Freddie (FMCC) Memo May Include a ‘Bombshell’, Dick Bove Says – StreetInsider
Fannie Mae’s Mortgage Portfolio Expands Again While Delinquency Rate Drops To 1.78 Percent – DS News
Wednesday April 29th 2015
Exclusive: Leaked Treasury Memo Counters Legal Claims – Inside Sources
Link to Leaked Memo (pdf)
Tuesday April 28th 2015
You Can’t Fix the Mortgage Market From Here – US News
Pershing Square 2015 European Investor Meeting [Slides] – Valuewalk
GSEs are on pages 43 and 44 of the presentation.
Monday April 27th 2015
Jousting with Grassley, Treasury Feints and Jukes – Bill Maloni Blog
Friday April 24th 2015
The Heavy Hand of US Market Intervention – Nick Timiraos tweet
Mortgage Industry Outlook Report – Hubspot (pdf)
User km provides comment to this report on timhoward717.com
Avoid These Stocks at All Costs – Motley Fool
“Biz Talk with Jim Campbell” – Will Fannie & Freddie Need Another Bailout – with the Former Chairman of the FDIC – WYBC (podcast)
Blackstone’s Single-Family Rental Venture Could Go Public in Next Two Years – REIT
Thursday April 23rd 2015
Freddie Debt Eases Derivative Use That Prompted New Bailout Talk – Bloomberg
Brian Deese’s 5Point Plan (Summer of ’12 or thereabouts): – Medium
Fannie Mae: Lenders expect boost from GSE 97% LTV products – Housing Wire
Michael Stegman’s private label RMBS revival plan – Real Estate Rama
from @NY1David
03/10/2014 – Berkowitz: Treasury’s Rationale for Fannie Bailout Fix Is ‘Nonsense’ – WSJ
11/02/2009 – Goldman Eyes Tax Credits Fannie Mae Doesn’t Need – NY Times
09/08/2008 – Transcript: Paulson on Fannie, Freddie Bailout – CNBC
Wednesday April 22nd 2015
Fannie And Freddie: Recent Developments Point To
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March 2015

Tuesday March 31st 2015
Fannie Mae, Freddie Mac MSR Portfolio with $10 Billion in UPB Up for Sale – DS News
Access denied: Reporters say federal officials, data increasingly off limits – Washington Post
Mel Watt, stuck in the middle with Fannie & Freddie – timhoward717 via American Banker
To Protect Taxpayers, Congress Must Bring Fannie & Freddie’s Story to a Close – Financial Services Roundtable
“We believe protecting American consumers means winding down Fannie and Freddie, and moving our country to a new housing finance system…”
Insiders’ Game – How Markets are Manipulated
Selected writings by David Fiderer
Insiders’ Game – Fannie Mae & Freddie Mac
All about the GSEs.
Former FDIC Chairman William Isaac to Present New Paper on Investors Unite Teleconference on Wednesday, April 1 at 2:00 p.m. EST – Investors Unite Blog
Former FDIC chair unleashes sharp critique of Fannie, Freddie treatment – Housing Wire
Trey Garrison on top of all things GSE.
Tell Your Representatives to Support HR 1673 – Voter Voice
Fannie and Freddie May Need More Bailouts – timhoward717 via WSJ
NealSNewmans gives an accout of today in court – timhoward717
Great stuff there. Thanks Neal!
FHFA’s Watt Charts Tricky Middle Path Through Housing Market in Limbo – Google Groups via American Banker
Ex-Fannie Mae CEO testifies in $1 billion mortgage trial of Nomura, RBS – Reuters
Barney Frank drops a bombshell: How a shocking anecdote explains the financial crisis – Salon
Court filing added in the Fairholme case. See ‘Court Filing’ section.
02/21/2001 – The Use and Abuse of Executive Orders and Other Presidential Directives – Heritage.org
Monday March 30th 2015
GSE Updates and “Go for it, Judge Sweeney” – Bill Maloni Blog
GSE reform could happen sooner than expected – MPG Mag
Mario Ugoletti: Do Not Leave the Country and Seek
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February 2015

February 2015
Saturday February 28th 2015
Fannie Mae Stock Information – FannieMae.com
Posted for the first time since delisting.
01/22/2014 – How the Obama Administration Stole Fannie and Freddie – National Review
Fannie Mae and Freddie Mac Just Made Another $1.5 Billion — But Shareholders Won’t See a Dime – Motley Fool
Friday February 27th 2015
Questions to #AskWarren on #FannieGate and Market Valuations – David Sims Webcast
Jeb Bush says Florida years show he’s no moderate – Politico
He (Jeb Bush) said the powers of Freddie Mac and Fannie Mae to issue government-backed loans also “need to be reviewed.”
Kill Off Fannie Mae, Freddie Mac and You Kill the 30-Year Mortgage as Well – MainStreet.com
FHFA Division of Conservatorship – The Truth About FnF
Federal Housing Finance Agency Fiscal Year 2014 Performance and Accountability Report – The Truth About FnF
Popular Twitter Tags: #AskWarren   #FannieGate
Thursday February 26th 2015
David Sims Webcast – #NetNeutrality w/ $CMCSA $VZ and $NFLX , $MS & $RBS Settlements w/ $FNMA & $FMCC, $QQQ NASDAQ 5000 – Youtube
DOJ settles Mortgage security Fraud with …. To be paid to Fannie Mae #fanniegate – Fannie Mae Shareholders Blogspot
$FNMA court transcript – glenbradford.com
Treasury, FHFA Are Ignoring the Law in Their Handling of Fannie and Freddie Conservatorships – Bloomberg BNA
I’ll have a Double Capuano – Brilliant Congressman Tries Again! – The Truth About FnF
Fannie, Freddie in shareholder, government showdown – Fox Business Video
RBS Could Pay $7.7B To Settle MBS Suit With FHFA – IU via law360.com
Wednesday February 25th 2015
“With The Advent Of Subprime Lending, Countless Families Have Now Had Their First Opportunity To Buy A home” Amnesia Victim Rep. Hensarling 2005 – TH717 Post
Who Gets Fannie, Freddie’s $151 Billion: Investors or Taxpayers – Bloomberg Presentation (pdf)
Dick Bove: Mortgage
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