| 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 lending won’t exist without Fannie, Freddie – Housing Wire |
| Bove: End to Fannie & Freddie Would Also Mean End to 30-Year Fixed Mortgages – Newsmax |
| Fannie, Freddie declining profits revive push for housing reform – MPAMag |
| Delinquency Rates Falling on Fannie Mae-Backed Mortgage Loans – DS News |
| David Sims Webcast – #Yellen, $QQQ 5000, FHFA talks with $GS, Gov’t on ‘Thin Ice’ with $AIG $FNMA #FannieGate – Youtube |
| David Sims Webcast – Capuano Introduces New GSE Reform Bill – Youtube |
| The Truth About FnF Blog Post – FHFA Update Feb 23 2015 |
| Rep. Michael Capuano Sponsers Bill for GSE Repayment – POPVOX |
|
| Tuesday February 24th 2015 |
| David Sims Webcast – #Yellen Testimony, Dick Bove on #FannieGate, and Home Prices/Building – Youtube |
| Invesco’s Mortgage REIT Turns Winner in Fannie-Freddie Debt Bet – Bloomberg |
| What will happen to these Freddie Mac Preferred? – Sims On Finance |
| Is Freddie Mac Rebuilding Its Investment Portfolio? – Valuewalk |
| Why The Status Quo Is Likely To Continue For Fannie Mae And Freddie Mac – McGraw Hill Financial |
| This could shock US housing market: Bove – CNBC |
The lawyer who talked too much – and lost the Fed privilege in AIG bailout suit – Reuters
AIG article |
|
| Monday February 23rd 2015 |
| Bill Maloni Blog – Hide the valuables and the feedstock, Congress is Back |
| CMLA calls on FHFA, Treasury to recapitalize Fannie and Freddie – Housing Wire |
Fannie Mae and Property Rights
John Carney tries, and fails, to defend his position on the 3rd Amendment Sweep |
Submitted by John Carney of the Wall street journal: His words and how he is wrong – Fannie Mae Shareholders Blog
A nice rebuttal to Carney’s piece |
| There’s a new mortgage crisis brewing – Richard Bove – CNBC |
| David Sims Webcast – Nasdaq 5000, Weak Home Sales, #FannieGate, and Bitcoin |
| FHFA Director Mel Watt Holding Town Hall in Newark, NJ – IU Blog |
| Re-Building A House Of Cards: FHA Is Not The Answer – Daily Caller |
| Fannie Mae: Bove speculates about seven year agency patch – Valuewalk |
| iHub Message – Joint status report regarding the next status conference |
| Meet the Wall Street Refugees Running Freddie Mac’s Bond Trades – Bloomberg |
|
| Sunday February 22nd 2015 |
| Fannie Mae: The Third Amendment Sweep Is Endangering The Taxpayer – Valuewalk |
| TH717 Post – Closet Socialist Christopher Whalen Triumphantly Declares “Rule Of Law Is Dead” |
| $FNMA court transcription from last session – glenbradford.com |
Newly Released Documents Reveals Advice to Fed in A.I.G. Bailout – NY Times
Article on the AIG court case |
Summing Up the Latest Light Reading from the AIG Bailout Trial – WSJ
More on AIG |
| Fannie Mae And Freddie Mac Earnings Analysis – Seeking Alpha |
| Lenders begin easing requirements to get a mortgage – LA Times |
| The Truth about FnF – Dusting Off FIRREA: Old Statute Is Now Potent Weapon |
| Fannie Posts Much Lower Earnings; CEO Says Lack of Capital Cushion Increase – IU via IMF |
| Courts Confirm Fannie and Freddie Are Sovereign Credits: Report – National Mortgage News |
| Housing: Administration must save dream – Missoulian |
| Yale’s Robert Shiller: ‘This Is the Most Dramatic Housing Slump We’ve Ever Had’ – Newsmax |
|
| Saturday February 21st 2015 |
| Fannie Mae Hit by Derivative Losses – Sims on Finance |
| America’s National Housing Policy in 2015: Destination Unknown – Huffington Post |
| Fannie Mae’s Quarterly Income Fell to $1.3. Billion – NY Times |
| Fannie, Freddie Weak Earnings Raise Possibility of Future Bailouts – WSJ |
| The Truth about FnF – FHFA: A number of options were considered for reformulating the dividend structure |
|
| Friday February 20th 2015 |
| Fannie Mae Profit Falls From Record Inflated by Tax Credits – Bloomberg |
| GSE Payments Detailed – Valuewalk |
| Fannie Mae 2014 10k – FannieMae.com (pdf) |
| Fannie Mae to pay another $1.9B to Treasury – Seeking Alpha |
| David Sims Webcast – Fannie Sends More Money to Treasury – Youtube |
| Fannie Mae Sends $1.9 Billion to Treasury After Q4 Earnings – Valuewalk |
| The New, Boring Banking – Bloomberg View |
| Freddie Mac Profit Slips On Interest Rate Hedges – Seeking Alpha |
| Fannie Mae and Freddie Mac – Never been better – Economist |
| The Third Amendment Sweep is Endangering the Taxpayer – IU Blog |
| Statement from NAHB Chairman Tom Woods on Latest Earnings Report from Fannie Mae – NAHB |
| Fannie, Freddie weak earnings raise possibility of future bailouts – Morningstar |
| The GSE Fannie Mae Freddie Mac lie, as told by FHFA and Treasury! – Fannie Mae Shareholders Blogspot |
| Concerns grow over Fannie, Freddie shrinking profits – The Hill |
|
| Thursday February 19th 2015 |
| Freddie Mac 4Q 2014 Financial Results – FreddieMac.com (pdf) |
| Freddie Mac reported another outstanding quarter and year in 2014 – IU Blog |
| Kroll: Fannie & Freddie were, are and will always be GSEs – Housing Wire |
| Freddie Mac CEO: Don’t expect low down payment mortgage craze – Housing Wire |
| Interesting tweet from @GMorgenson |
| David Sims Webcast – Freddie Mac Profit Slips & Taxpayers at RISK – Youtube |
| Why Fannie Mae And Freddie Mac Are Down Today – Bidness Etc |
| Michael Barone commentary: Government caused financial crisis, may do it again – Columbus Dispatch |
| The Truth about FnF Blog – Freddie Mac Profit Slides on Derivative Losses – via WSJ |
| Freddie Mac Reports Profit Drop Amid Losses on Derivatives – Bloomberg |
| Fannie Mae shares dropping as traders cash out of ‘Greenberg trade’ – Fox Business Video |
|
| Wednesday February 18th 2015 |
| Housing Turning Point Seen in U.S. First-Time Buyers – Bloomberg |
| Fannie Mae: Great Piece By The New York Times’ Gretchen Morgenson – Valuewalk |
| If We Decide to Keep Fannie Mae Around… – Cato Institute |
| The Resolution of Systematically Important Financial Institutions: Lessons from Fannie and Freddie – CLS Blue Sky Blog |
| The Future of the Federal Housing System – CLS Blue Sky Blog |
| Set the Wayback Machine for Housing Finance Reform, But To When? – CLS Blue Sky Blog |
| Government needs to act on bailed-out company risks – BG Daily News |
| David Sims Webcast – Experts Weigh-in on GSE Reform – Youtube |
| TH717 Post – Fox Business/Charlie Gasparinos “Greenburg Trade” exposed as total fraud. (Greenburg Delusion) |
|
| Tuesday February 17th 2015 |
| TH717 Post – Hopefully Not Another: “The Untouchable Profits of Fannie Mae and Freddie Mac” and Silence? |
| SimsOnFinance – Fannie And Freddie: Ultimately The Truth Will Prevail – Tumblr |
| Bulls Take Control – Seeking Alpha |
Freddie Mac Sets Release Date for Full-Year 2014 Financial Results – Street Insider
“The company will hold a conference call at 9:00 a.m. Eastern time (EST) on Thursday, February 19, 2015…” |
| More Stand to Win in AIG Case than Just Hank Greenberg – Fox Business |
| Here’s Why Federal National Mortgage Association Fannie Mae And Freddie Mac Stock Are Trading Up Today – Bidness Etc |
| The Truth About FnF Blog Post – Fantastic February for Fans of Fannie and Freddie |
| David Sims Webcast – Fannie & Freddie Shares Appreciate – Youtube |
|
| Monday February 16th 2015 |
| RBS May Face Extra $15.4 Billion of Misconduct Charges – Bloomberg |
| The government really doesn’t want to talk about Fannie, Freddie profits – Housing Wire |
| David Sims Webcast – The Peanut Butter and Jelly Sandwich Investor – Youtube |
| Bill Maloni Blog – 2015 President’s Day edition, Yay GM |
| Gasparino: Money managers predicting Greenberg victory – Fox Business Video |
| Low Down Payments Make a Comeback – CNN Money |
|
| Sunday February 15th 2015 |
| Why Did This Billionaire Buy Another 5 Million Shares of Fannie Mae and Freddie Mac? – Motley Fool |
| David Sims Webcast – Weekend Update: Read the New York Times – Youtube |
|
| Saturday February 14th 2015 |
After the Housing Crisis, a Cash Flood and Silence – NY Times
NY Times realizes something is not quite right with the government stonewalling in court. |
| Fairholme Conference Call – Transcript from 2/3/15 – pdf |
| Glen Bradford reports fraud to OIG – glenbradford.com |
|
| Friday February 13th 2015 |
| Watt Homeowner Relief Vies With Fannie-Freddie Health – Bloomberg |
| David Sims Webcast – Shareholders are Partners with the Government in Restructuring – Youtube |
| Ackman: Fannie ‘best trade…in capital markets’ – CNBC |
| Loan Loss Only Part of Financial Crisis Story – Cato Institute |
| Ackman: “We Need to Recapitalize Fannie and Freddie” – Bloomberg Video |
|
| Thursday February 12th 2015 |
| David Sims Webcast – What’s Fannie and Freddie Common Stock Worth? – Youtube |
| The Truth about FnF – Blog Post – Waters Responds to Hensarling’s “Review” of HUD |
| TH717 Post – Hensarling – Wallison Host “Fairy Tales From The Financial Crisis” Book Event. |
| After inking deal for new headquarters, Fannie Mae on the hunt for more space in Reston – Bizjournals.com |
| Mr. Wallison’s Curious View of the Rule of Law – IU Blog |
| Freddie Mac Catching Up in Apartment Boom: Mortgages – Bloomberg |
| Pershing Square’s Ackman says bullish on Fannie, Freddie – Yahoo |
| Bill Ackman BBG Interview At Harbor Conference – Valuewalk |
|
| Wednesday February 11th 2015 |
| Fannie Mae and Freddie Mac – Wind-down or Reprieve? – Institutional Investor |
| Who Thinks The GSEs Can? Who Thinks The GSEs Can? – IU Blog |
| S&P Report: The Status Quo May Continue For Fannie And Freddie |
| iHub Post from Zargis – A breakdown of Mel Watt’s testimony at the Hearing for Sustainable Housing and Finance |
| David Sims Webcast – Zero Coupon Bonds Comparison for Preferred with Suspended Dividends |
| Fannie And Freddie: Congress Established Rules In 2008 – Seeking Alpha |
| The Truth about FnF – Blog Post – Feb 11: Secretary Castro – Written Testimony HFS Committee |
|
| Tuesday February 10th 2015 |
| Bruce Berkowitz Comments On Fannie Mae And Freddie Mac – GuruFocus |
| David Sims Webcast – Treasury’s Question and Answer Document from 2008 – Youtube |
Axelrod: Obama Misled Nation When He Opposed Gay Marriage In 2008 – Time
Not GSE related, however the article goes into detail how President Obama thought one thing and purposely said something completely different for political purposes. Just like the GSE situation in my opinion. |
| The Truth about FnF – Blog Post – February 12 Meeting: Markup to adopt HFS Committee’s views and estimates on 2016 budget |
| The Truth about FnF – Blog Post – The FHFA director may terminate the conservatorship if safe and solvent conditions can be established. |
|
| Monday February 9th 2015 |
| About that $191B Profit from the GSEs – GlobeSt.com |
| Bill Maloni Blog – Feeling Snarly!! |
| Welcome to Carney-World, Where Facts Are Optional – IU |
| The Conservatorships of Fannie Mae and Freddie Mac: Actions Violate HERA and Established Insolvency Principles – Cato Institute (pdf) |
| House GOP Wants to Know What DOJ Did With $36B in Bank Fines – Fox News |
| Investors are Casualties in Battle Over GSEs – IU via WSJ |
| David Sims Webcast – Recent News and Portions of Mark Calabria’s Recent Interview – Youtube |
| Treasury Can Void SPSPA With Court Order – Seeking Alpha |
|
| Sunday February 8th 2015 |
| Fannie, Freddie and the Right Wing Myth of a “Mortgage Meltdown” – OpEd News |
| The Great American Dream, Still Deferred – NY Times |
|
| Saturday February 7th 2015 |
U.S. budget deficit grew slightly in first four months of FY 2015-CBO
-The authors claim the deficit grew b/c fnf sent the government “lower payments.” |
Treasury to buy $5 bln in Fannie, Freddie MBS – from 2008
“officials said the government has no plans to exercise those warrants” |
|
| Friday February 6th 2015 |
| FHFA Director Says He Is Powerless to Alter GSE Bailout Agreement – DSN News |
| The Little Regulator That Could (but Hasn’t) – Scribd |
| The Little Regulator That Could (but Hasn’t) – Youtube (SimsOnFinance) |
| Fairholme Funds Discussion on Fannie Mae and Freddie Mac – Youtube |
| Overseer of Fannie and Freddie Takes Cautious Steps to Strengthen Housing Market – NYTimes |
|
| Thursday February 5th 2015 |
| Buying This Stock is Like Buying a Lottery Ticket – Motley Fool |
| Berkowitz Says No Free Lunch Buying Hated Stocks – Bloomberg |
| Berkowitz Buoyed by Reform Deadlock on Fannie-Freddie – Bloomberg |
| Bruce Berkowitz Adds To Fannie Mae, Freddie Mac Positions – Valuewalk |