* GSE Substack Directory *Michael KaoOct 18, 20241ShareFannie/Freddie Explained In DetailMichael Kao·September 17, 2019Read full storyFannie/Freddie Prefs vs. Common?Michael Kao·September 19, 2019Read full storyMarket Musings / GSE Gyrations / Book RecommendationsMichael Kao·September 27, 2019Read full storyUpdate on Fannie/FreddieMichael Kao·October 23, 2019Read full storyMoving The Goalposts / What Inflation? / Andrew Carnegie / UFC 245: Cooperman vs. Warren? / GSE Update: Calabria at American Action ForumMichael Kao·November 5, 2019Read full storyQ3 Report Card / GSE UpdateMichael Kao·November 19, 2019Read full storyGSE Update — COFC HearingMichael Kao·November 20, 2019Read full storyTrump’s “Delta” / Jobs & OPEC Friday / The Oil & Gas Opportunity / The GSE “Piggy Bank” and the Government “Mob” / Hamster TracksMichael Kao·December 6, 2019Read full storyRe: Fannie/Freddie-More Confident In SCOTUS Shield. Michael Kao·December 9, 2020Read full storyRe: Fannie/Freddie-Cake More Fully Baked Than You Think.Michael Kao·January 14, 2021Read full storyRe: Fannie/Freddie-The Roadmap From Here. Michael Kao·January 15, 2021Read full storyRe: Fannie/Freddie-The Path Is Actually Clearer NOW. Michael Kao·January 18, 2021Read full storyRe: Fannie/Freddie-Dissecting Penn’s White Paper. Michael Kao·January 21, 2021Read full storyRe: Fannie/Freddie-A PE “Perpetuity Option.”Michael Kao·February 2, 2021Read full storyRe: Fannie/Freddie-Thoughts on Don Layton’s “Living Will” Paper.Michael Kao·February 5, 2021Read full storyInterview: Real Vision with Tim Pagliara / GSE Prefs.Michael Kao·February 10, 2021Read full storyRe: Fannie/Freddie-Unfinished Business.Michael Kao·February 10, 2021Read full storyRe: Fannie/Freddie-“Indy Switch” Is Key.Michael Kao·February 21, 2021Read full storyRe: Fannie/Freddie-Bracketing SCOTUS Outcomes.Michael Kao·February 25, 2021Read full storyRe: Fannie/Freddie-Post-SCOTUS Thoughts.Michael Kao·June 23, 2021Read full storyRe: Fannie/Freddie-Post-SCOTUS Ruminations From A Star Wars POV. Michael Kao·June 29, 2021Read full storyRe: Fannie/Freddie-Fed Circuit Appeal on COFC Takings.Michael Kao·August 4, 2021Read full storyRe: Fannie/Freddie - Trump Trade or CHUMP Trade?Michael Kao·October 26, 2024Read full story
