Kaoboy Musings

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Kaoboy Musings
Re: Fannie/Freddie-The Roadmap From Here.

Re: Fannie/Freddie-The Roadmap From Here.

Michael Kao's avatar
Michael Kao
Jan 15, 2021
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Kaoboy Musings
Kaoboy Musings
Re: Fannie/Freddie-The Roadmap From Here.
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In this thread, I’m going to interpret 1) what just happened and why, 2) what it portends, 3) what confirmatory tells to look for on the way. All opinions my own, as I don my financial engineering hat once more.

1) What Just Happened and Why? MC has always said that the time to capitalize the GSEs is when the “sun is shining.” I wholeheartedly agree, and…

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