Kaoboy Musings

Kaoboy Musings

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Kaoboy Musings
Kaoboy Musings
Re: Fannie/Freddie-Unfinished Business.

Re: Fannie/Freddie-Unfinished Business.

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Michael Kao
Feb 10, 2021
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Kaoboy Musings
Kaoboy Musings
Re: Fannie/Freddie-Unfinished Business.
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I have some unfinished business to discuss that I couldn’t cover in yesterday’s interview, but more importantly, the US has major unfinished business in undoing one of the largest nationalizations in US history. Some comparisons follow…

I gave a talk in 2010 at the Value Investing Congress where I did an in-depth analysis of the GM restructuring, entitle…

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