| Saturday October 31st 2015 |
| 5 Great Value Picks in the Financial Sector – Yahoo |
| The Fannie Grabbers – Con Job – Season 1, Episode 1 – Youtube |
| The Fannie Grabbers – Eaton Pork – Season 1, Episode 2 – Youtube |
Harlen Green Fannie Mae Google Search
Some good articles from Harlan Green on the GSE topic. |
|
| Friday October 30th 2015 |
| Armed With The Truth Black America Will Not Back Down: Block Buster Premiere – timhoward717.com |
| Fannie Mae and Freddie Mac’s critical role in protecting Black America – Youtube |
| Fannie, Freddie, and Black America – Harvest |
| White House Opposes GSE Recap, Homebuyers Suffer – American Banker |
| Multiple Groups Fight For Return Of Fannie And Freddie – Seeking Alpha by Glen Bradford |
Federal Home Loan Mortgage Stock: 3 Reasons Why FMCC Is a Top Choice for Value Investors – zacks.com
Same article from Yahoo. |
| 2015 Annual Housing Report – FHFA.gov |
|
| Thursday October 29th 2015 |
| NCRC, NAACP and LULAC Letter to President Obama – ncrc.org |
| NCRC, NAACP, LULAC Call on Obama Administration to Recapitalize, Continue Reforms of Fannie and Freddie – ncrc.org |
| Advocacy Groups Push White House on GSEs – National Mortgage Professional |
| Major civil rights groups join push to recapitalize Fannie Mae, Freddie Mac – HousingWire |
| Fannie Mae & Freddie Mac Run like Government? Then Pay CEOs like Government: Congress – Valuewalk |
| Michael A. Stegman Remarks at the Annual Conference of the NAAHL – naahl.org |
| Stegman doubles down: White House will not recapitalize Fannie, Freddie – HousingWire |
| Freddie Mac Monthly Volume Summary September 2015 – freddiemac.com |
| Freddie Mac’s Mortgage Portfolio Sees Eighth Straight Month of Expansion – DS News |
| DS News Webcast: Thursday 10/29/2015 – DS News |
| Freddie Mac Sets Release Date for Third Quarter 2015 Financial Results – CNN |
| Michael Stegman is a Stone Cold Liar (Right to Receive GSE Shares is Assignable) – Medium |
|
| Wednesday October 28th 2015 |
| The Privatization Of Fannie Mae And Freddie Mac – Valuewalk |
| Fannie Mae: New bill to force US gov’t to liquidate assets. Turns out there aren’t any – Valuewalk |
| GSE Seller Profile: 3Q15 – Inside Mortgage Finance |
| Success of GSEs’ Credit Risk Transfer Programs Ensure They Are Here to Stay – DS News |
Freddie Mac Continues to Reduce Credit Risk With Largest ACIS(R) Insurance Policy to Date for a Combined $502.6 Million Limit – Yahoo
From Monday |
| 03/18/2014 – The Obamacare of Real Estate – The Weekly Standard |
|
| Tuesday October 27th 2015 |
Significant Lawsuits Concerning Fannie Mae & Freddie Mac Net Worth Sweep – Bankrupt.com
Updated today. |
Time to do the right thing – The Hill
By Michael A. Grant, President of the National Bankers Association |
| Bethany McLean discusses Shaky Ground on 11/16 in Chicago – eventbrite.com |
Bethany McLean discusses Shaky Ground on 11/17 in Philadelphia – cfainstitute.org
Click the ‘Agenda’ tab. |
|
| Monday October 26th 2015 |
| New Court Case filed. It is Robinson v. FHFA. Click here to view. |
New Fannie and Freddie Shareholder Suit Filed in Kentucky – Investors Unite
Same article from Valuewalk. |
| Investor Sues FHFA and Treasury Over GSE Profits – DS News |
| Senatorial stock tips – The Hill |
| Didn’t Jack Lew Once Tell Rep. Capuano F&F Repaid Their Debt? – Bill Maloni Blog |
| The Truth Itself Was Attacked Last Monday: We Will Prevail – timhoward717.com |
| Feds Want GSE Profits for Roads and Transportation – The National Real Estate Post (video) |
| Freddie Mac Insight and Outlook – freddiemac.com |
| Fannie Mae Conservatorship: A Forensic Look At The Bailout – Valuewalk |
| Of Course The Fannie Mae Rumor Was False – Seeking Alpha |
| Investor FAQ, Part II: Fannie Mae And Freddie Mac Common And Preferred Stocks – Seeking Alpha by Wayne Olson |
| House will vote this week on measure to limit CEO pay at Fannie, Freddie – HousingWire |
| Good review of the court cases by ‘whaley’ – timhoward717.com |
|
| Sunday October 25th 2015 |
Fannie Mae’s Looser Lending Requirements Reminiscent Of Sub-Prime Practices – Valuewalk
“Fannie Mae and Freddie Mac’s investors are still waiting to capitalize on the profits the companies’ have earned since entering conservatorship.” |
| 08/15/2013 – Summers In Freddie & Fannie Out?WhiskeyTangoFoxtrot! – liberalbeef.com |
| 07/24/2013 – Super lawyer Ted Olson says feds are stiffing investors in Fannie, Freddie – therealdeal.com |
|
| Friday October 23rd 2015 |
Worst Week in Washington: Administration Pledges to Starve GSEs – Investors Unite
Same article from Valuewalk. |
| 5 High-Risk, High-Reward Stocks We’re Watching – Motley Fool |
| Why Fannie Mae And Freddie Mac Remain Frightening – Valuewalk |
| Presidential Candidates Address Affordable Housing at New Hampshire Housing Summit – RealEstateRama |
| Mel Watt: New Single Security Platform To Go Live Next Year – MortgageOrb |
|
| Thursday October 22nd 2015 |
| Fannie Mae: Recap and Release” Not an Option—But Neither is Status Quo – Valuewalk |
| Don’t tax mortgages to pay for highways – ocregister.om |
| How Traffic Cones Could Affect the Housing Market — and Your Mortgage — Thanks to Congress – Forbes |
| Freddie CEO Subtly Fires Back at Administration Remarks – Mortgage News Daily |
| GSEs a Major Focus at Busy MBA Annual 2015 – timhoward717.com |
| Freddie Mac announces fourth actual loss risk-sharing deal – HousingWire |
What should be done with Fannie Mae and Freddie Mac? – PBS (Video)
With Bethany McLean |
Fannie, Freddie Reshaping Mortgage Market Without Congress’ Help – National Mortgage News
From Tuesday. |
|
| Wednesday October 21st 2015 |
| Shadow Banking, Shadow Academy and Shadow Governance: Economic Collapse – pro-prosperity.com |
| Presidential Candidates Don’t Talk About Housing. Here’s Why – Forbes |
| Need a Home Mortgage? Fannie Says Forget the Pay Stubs – WSJ |
| Fannie Mae: Actual loss risk-sharing deals will be the standard moving forward – HousingWire |
| Let the competition begin: Fannie Mae’s headquarters officially on the market – bizjournals.com |
| Fannie More Bullish on Originations than MBA – National Mortgage News |
| Interesting tweet from timhoward717 – Twitter |
|
| Tuesday October 20th 2015 |
Weiss Fires Blanks at Investors – Investors Unite
Same article from Valuewalk. |
| Book review: ‘Shaky Ground’ exposes zombie side of Freddie, Fannie – USA Today |
| Treasury Casting Shadows Of The Truth On Taxpayer Risk – financialnews.fyi |
| Timeline for Fannie-Freddie joint mortgage program seen in 2016 – Yahoo |
Obama Officials Resist Calls to Release Fannie Mae, Freddie Mac – Bloomberg
Same article on Yahoo |
Morning Money – Politico
Scroll down to ‘Rosner Responds to Weiss’ |
| How Not to have a Real Discussion about Fixing Fannie and Freddie – Politico |
| MBA Chief: Washington Must End “Focus on the Past” – National Mortgage Professional |
| Fannie and Freddie won’t go away – Fortune |
@AnnJPetterson tweet – Twitter
Her website brings you to the Association of Certified Fraud Examiners. |
| Michael Stegman MBA Remarks on Future of GSEs – Scribd |
| navycmdr receives an email from Political Alpha – iHub |
| Short Takes: MBA Chief Advocates for a Future that Includes Fannie and Freddie… – iHub via imfpubs.com |
| Mortgage Insurers Pursue Deeper Coverage on GSE Loans – National Mortgage News |
Cordray, Watt: Mortgage industry matures to meet new regulatory framework – HousingWire
“we have committed to using technology that will make the CSP adaptable for use by other secondary market participants,” Watt said. |
|
| Monday October 19th 2015 |
| Obama Abandons The Truth And Throws Black America Under Bus: Egbert Perry To Even The Score – timhoward717.com |
| Lots of Corker and Will Stegman (Follow Weiss) Rebut Political Alpha? – Bill Maloni Blog |
| After Failing Repeatedly Corker Attempts To Get Obama To Tie His Own Hands: Amateur Hour? (Dropped A Bomb) – timhoward717.com |
| Prepared Remarks of Melvin L. Watt Director of FHFA at the Mortgage Bankers Association’s Annual Convention and Expo 2015 – FHFA.gov |
| Stegman: White House will not consider recap and release of GSEs – HousingWire |
How Not to Fix Fannie and Freddie – BloombergView
Lots of comments on this one. |
| Lew, Weiss push back on floating Fannie, Freddie – MarketWatch |
| Obama Treasury slams door on releasing Fannie and Freddie – Washington Examiner |
| Why Nothing Much Will Change For Fannie and Freddie Anytime Soon – WSJ |
| GSEs down sharply as Treasury squashes recap idea – Seeking Alpha |
| White House Punts on Fannie-Freddie Fate – WSJ |
| GSE leadership no longer expecting reform – HousingWire |
| Freddie Mac and Quicken Loans Enter Partnership to Make Home Financing Accessible for New Buyers – FreddieMac.com |
| Freddie Mac, Quicken Loans partner to offer low-down payment mortgages – HousingWire |
| Freddie Mac and Quicken to offer 3%-down mortgages – Seeking Alpha |
| Freddie Mac announces new program designed to make it easier for lenders to lend – HousingWire |
| Mortgage bankers predict $71B more in volume for 2015 – CNBC |
|
| Sunday October 18th 2015 |
| After Words with Bethany McLean – C-SPAN |
| The Bailout Debt – philly.com |
Column: Glass-Steagall is a debate Democrats don’t need – BendBulletin.com
A brief GSE mention. |
|
| Friday October 16th 2015 |
| Obama Adviser Set to Dismiss Speculation of GSE Share Sale – Bloomberg |
| @Woellert, Redfin’s Senior Managing Editor for Research, tweets about Democratic Presidential Martin O’Malley’s comments on the GSEs. Tweet #1, Tweet #2, Tweet #3. Very interesting. |
| Investor FAQ: Fannie Mae And Freddie Mac Common And Preferred Stocks, Part 1 – Seeking Alpha by Wayne Olson |
Here’s Why Housing Must Be Propped Up – Zero Hedge
No specific GSE mention. |
| Why the federal government now holds nearly 50% of all residential mortgages – MarketWatch |
| Beyond Bailout Nation – Weekly Standard |
| $1B Later, Freddie Mac Wants To Deepen Its Manufactured Housing Offering – GlobeSt.com |
| Two of the Devils Are Still Here: A Conversation With Bethany McLean – observer.com |
| Reminder: After Words with Bethany McLean airs Saturday at 10 pm EDT on C-SPAN2 |
|
| Thursday October 15th 2015 |
Government-backed mortgage lenders are the definition of too big to fail. Too bad we need them more than ever – Washington Post by Bethany McLean
“If banks control the nation’s mortgage market, does anyone think they’ll be allowed to fail in the next crisis? In which case, how are they not government-supported entities, as well?” |
| 8 Stories to Follow at MBA Annual – National Mortgage News |
| Evaluating the Rescue of Fannie Mae and Freddie Mac – Federal Reserve Bank of NY |
Evaluating The Rescue Of Fannie Mae And Freddie Mac – Valuewalk
This is a strange article. It seems like the author tried to mirror the FRBNY article but it did not turn out that way. |
| Deepak Narula: Time to Wind Down Fannie and Freddie – Bloomberg |
| GSE PMI Business on the Rise; Growth in Higher LTV Loans – iHub via imfpubs.com |
| Review: Why Can’t Something Be Done About Our Broken Home Mortgage System? – Huffington Post |
| Interest in New FHLB Securitization Option Steadily Growing – National Mortgage News |
| Four Takeaways for Banks from the First Democratic Presidential Debate – American Banker |
|
| Wednesday October 14th 2015 |
| Letters to the editor, Oct. 15 – The Tennessean |
IU Member’s Letter to Editor Cuts to the Chase on Corker’s Grudge Against GSEs – Investors Unite
Same article from Valuewalk. |
| Individuals with Access to Protected Information in Fairholme v. U.S., Pursuant to Judge Sweeney’s Protective Orders – timhoward717.com |
Housing Finance Reform: Where Do We Go from Here?
Event occuring on November 10th. |
| S&P: Don’t expect much change in U.S. backing for Fannie, Freddie – philly.com |
| Government’s Control of Fannie Mae and Freddie Mac Unlikely to Change, Analyst Says – DS News |
| Fannie and Freddie Lighten Up on Lenders – The National Real Estate Post (video) |
|
| Tuesday October 13th 2015 |
| Corker Acknowledges Inevitability Of GSE Release/ Ugoletti Departure Confirmed – timhoward717.com |
| Embattled official at center of Fannie Mae litigation retires – NY Post |
Sen. Corker: Transforming Fannie and Freddie – ICQ Media Corp via CNBC
“Over time what I hope they become is a utility.” |
Sen. Corker’s “About Face” on GSE’s – Valueplays
Same article from Valuewalk |
Corker Now Says Fannie and Freddie Should be Reformed – Investors Unite
Same article from Valuewalk |
| Massive new fraud coverup: How banks are pillaging homes — while the government watches – Salon |
| PSFS investor, who beat FDIC for $276M, wants $150B from taxpayers in Fannie/Freddie wreck – philly.com |
Phasing Out the GSEs – nber.org
The authors wrote a similar paper in February 2015. The paper has the same abstract, it may be the same paper – economicdynamics.org |
|
| Monday October 12th 2015 |
| Ugoletti, Schwind & Bowler Out: Who’s Next? – The Truth About FnF |
| Political Alpha, Angry Corker, the Speaker’s Job – Bill Maloni Blog |
| GSEs Steadily Sell off NPL Assets – GlobeSt.com |
| Monday Morning Cup of Coffee: Is Fed, housing policy at a crossroads? – HousingWire |
| Bill Maloni comments on a Shaky Ground book review – arnoldkling.com |
| @NY1David with some background on Arnold Kling – Twitter |
| Mixed messages from lenders – Metro West Daily News |
How Much Longer Can Our Unaffordable Housing Prices Last? (Spolier Alert: Not Much) – Zero Hedge
No GSE talk, but interesting info. |
|
| Sunday October 11th 2015 |
MBA Annual Convention and Expo 2015 occurs October 18th – 21st. Notable events below:
A View from Washington – with Mel Watt speaking
A Conversation with GSE Leadership
See the full Schedule of Events here. |
| Read Matt Hill’s comments on a review of Shaky Ground – arnoldkling.com |
The Housing Edition (Podcast) – Seeking Alpha
Nothing new here. |
| Judge Steele responds to an email from navycmdr – iHub |
|
| Saturday October 10th 2015 |
Slate Money The Housing Edition – slate.com (podcast)
Featuring Bethany McLean. |
| Interesting news from NY Post business reporter @mcelarier – Twitter |
|
| Friday October 9th 2015 |
| Corker + Pointer + GSE Credit Default Swaps (Say It Isn’t So) – Medium.com |
| A Biden Buddy Picks a Fight Over Mortgages – Bloomberg |
| Be Careful What You Wish For: FMCC, FNMA And Andrew Jackson – Seeking Alpha by Wayne Olson |
| Fannie Mae: More Controversy Over Bob Corker’s CNBC Appearance – Valuewalk |
| Presidential hopefuls, housing experts attack housing crisis – HousingWire |
| Mortgage Lenders Receives New Assurances From Federal National Mortgage Assctn Fnni Me – Journal Transcript |
| Freddie Mac sells another $305M worth of delinquent loans – Seeking Alpha |
Demythologizing Fannie Mae and Freddie Mac – iHub via Houston Chronicle
“…letting “too big to fail” banks take over the business and further increase their implicit government guarantee would be insane.” |
| Credit Access Affected by Diminishing Private-Label Securities Market – DS News |
| Why you should care that private investors don’t want to buy your mortgage anymore – Urban Institute |
| Fannie Mae: It Is Bob Corker Versus Bill Ackman – Valuewalk |
|
| Thursday October 8th 2015 |
| Tearing down the wall of secrecy – The Hill |
| Did Sen. Corker violate SEC rules, Senate ethics by telling investors to short GSEs? – HousingWire |
| A White House flip-flop on Fannie and Freddie? Investors think so – NY Post |
| My Take On Senator Corker’s Investment Advice – Seeking Alpha |
| Trending Thursday: UnCorkering trouble in GSE reform land – HousingWire |
| U.S.: White House Looking into Ending GSE Conservatorship by Political Alpha – Scribd |
Hedge funds pushing Fannie, Freddie IPO? – CNBC Video
Bethany McLean appears on CNBC.
Same video from Yahoo. |
Sen. Corker on GSE reform – Yahoo Finance
Same video from yesterday. I include it for the comments. |
| ‘Ron’ posts an email he received from Political Alpha – timhoward717.com |
| IG Condemns FHFA’s Review of GSE Budgets – DS News |
| U.S. Fed buys $6.2 billion of mortgage bonds, sells none – Reuters |
| 10/26/2006 – Bob Corker’s affordable housing – knoxviews.com |
|
| Wednesday October 7th 2015 |
| Political Alpha Releases What Appears To Be A Parody Of A GSE Research Note – timhoward717.com |
| @mcelarier tweets the GSE note is real – Twitter |
| Seeking Political Alpha: Freddie Mac, Fannie Mae And The American Dream – Seeking Alpha by Wayne Olson |
Sen. Corker on Squawk on the Street (Video) – IQ Media Corp
Sen. Corker suggests we all short the stock of the GSEs. |
Watch Bob Corker Tell Americans to “Short” Shares of Fannie and Freddie – Investors Unite
Same article from Valuewalk |
| Sen Bob Corker Calls On Viewers To Short Fannie Mae – Valuewalk |
| Bill Maloni comments on this – iHub |
| Corker: GSEs are good shorts – Seeking Alpha |
| Sen. Bob Corker says investors should short Fannie and Freddie – MarketWatch |
| @mcelarier tweets @SEC response to Sen. Corker shorting recommendation – Twitter |
Contact Sen. Bob Corker – senate.gov
Tell him what you think. |
Risk Sharing Scrutiny Underscores Impracticality of Scrapping GSEs and the Need for Capital – Investors Unite
Same article from Valuewalk |
| Congress Says ‘No’ to Fannie Mae/Freddie Mac CEO Pay Hike; Misses Big Picture – nlpc.org |
Santelli Exchange: Time ‘repeals’ all wounds – CNBC Video
Some GSE talk in there. |
| Fannie Mae, Freddie Mac announce new mortgage buyback rules – HousingWire |
| Bethany McLean At MOAF: Shaky Ground (Part 1-3) – Valuewalk |
|
| Tuesday October 6th 2015 |
Influencer Interview: Bill Ackman – Bloomberg
GSE discussion starts at 22:09. |
Political Alpha: This is what is known of the report Ackman referred to: – timhoward717.com
“the Administration is working behind the scenes to develop an endgame before President Obama leaves office.” |
Housing Finance Reform: Opportunities and Obstacles of Risk Sharing – bipartisanpolicy.org
The video from today’s event will be posted here. |
| Corker and Warner at BPC: GSE reform just isn’t going to happen soon – HousingWire |
| ‘All hell’ will break loose if Fannie has a bad quarter, senator warns – Washington Examiner |
| Why Nothing Much Will Change For Fannie and Freddie Anytime Soon – WSJ |
| Small Buyers Chip Away at Mountain of Distressed GSE Loans – National Mortgage News |
| IG: Thanks to the FHFA, Fannie and Freddie Have a Spending Problem – iHub via imfpubs.com |
| The MReport Webcast: Tuesday 10/6/2015 – The MReport |
| Daily Kos Rants – dailykos.com |
| 09/30/2015 – How to Prevent the Next Mortgage Crisis – shelterforce.org |
|
| Monday October 5th 2015 |
| Risk-Sharing Is No Substitute for Capital at Fannie and Freddie – American Banker |
| “Pipe up, stand up, stand up for your rights..” – Bill Maloni Blog |
Investors Unite Launches an Interactive Timeline on the Conservatorship – Investors Unite
The Interactive Timeline can be found here. |
| Monday Morning Cup of Coffee: What are we going to do with Fannie and Freddie? – HousingWire |
Santelli: ‘No courage to act’ – CNBC (Video)
GSE comments at 1:43. |
Housing Finance Reform: Opportunities and Obstacles of Risk Sharing – bipartisanpolicy.org
Reminder: This is happening on Tuesday at 10:30 a.m. – 12:30 p.m. ET. |
| Fannie Mae, Freddie Mac Combined Income Spikes in Q2 – DS News |
| In Quest to Quell Lender Buyback Fears, Freddie to Boost QC Tech – National Mortgage News |
|
| Sunday October 4th 2015 |
| Fannie Mae: What Happens When Governments Use Capital Rules For Political Ends – Valuewalk |
|
| Friday October 2nd 2015 |
| Mortage Mavens – Washington Post |
| Fannie Mae Common Shares May Have Little Upside – Seeking Alpha by Glen Bradford |
| Fannie Mae finds that lenders are easing credit standards – The Day |
| The Only Banker Sued for the Housing Crisis Prepares Her Appeal – Bloomberg |
| Under seal, Fannie Mae filed a Motion (Doc. 247)… – GlenBradford.com |
|
| Thursday October 1st 2015 |
| Fannie Mae, Freddie Mac: Deregulating The Mortgage Markets – Valuewalk |
| Trending Thursday: Staring right at the next housing crisis – HousingWire |
| One Weird Chart That Explains the Great Recession – American Thinker |
Questions About Leak at Federal Reserve Escalate to Insider-Trading Probe – WSJ
“The leak probe centers on a confidential Sept. 12-13, 2012, meeting of senior Fed officials, when the Fed voted to begin a new effort to spur the economy by buying $40 billion worth of mortgage-backed securities each month. The Fed announced the move after the meetings concluded. It left open the possibility of further stimulus.” |
| Jumpstart GSE Reform Bill Reintroduced but Passable Reform at a Standstill – iHub via Inside Mortgage Finance |