earnings: Steven Mnuchin’s Legacy For Fannie Mae And Freddie Mac - 12/10/20 06:35 AM
Treasury Secretary Steven Mnuchin will leave office soon, and the clock is ticking on getting Fannie Mae and Freddie Mac out of conservatorship. This is a time for Mnuchin to look back at his legacy, and for Fannie Mae and Freddie Mac, to decide whether he wants to align himself with the perjury that has gone before or whether he wants to be part of the solution to the nation's housing finance problems.
Q3 2020 hedge fund letters, conferences and more
Supreme Court to hear case about Fannie Mae, Freddie MacThe Supreme Court will take up one of the cases involving Fannie Mae … (1 comments)

earnings: Fannie Mae, Freddie Mac Valuation Jumps After Capital Rule Finalized - 12/01/20 07:54 AM
Fannie Mae and Freddie Mac have seen their valuations climb in the days since the Federal Housing Finance Agency finalized the capital rule for them. Common shares of both government-sponsored enterprises climbed more than 30%, while their preferred shares increased by more than 10%.
Q3 2020 hedge fund letters, conferences and more
Questions about Fannie Mae, Freddie Mac valuationAnalyst Dick Bove of Odeon Capital said he would've expected that the preferred shares of Fannie and Freddie would increase more than the common shares, although that's not what happened. He also continues to assume that a few significant steps would be taken that would … (0 comments)

earnings: Bull Case For Fannie Mae Common Shares Depends On This - 12/01/20 07:25 AM
Many analysts argue that there is no bull case for Fannie Mae and Freddie Mac common shares. However, analyst Dick Bove offered one potential bull case for the government-sponsored enterprises, although he did so while also saying that he doesn't think it is the most likely scenario.
Q3 2020 hedge fund letters, conferences and more
The key to the Fannie Mae, Freddie Mac bull caseA big difference between the bull and bear cases for Fannie Mae and Freddie Mac is where they will get all of the capital they will need to operate under the new rule. Bove believes the GSEs will have … (0 comments)

 
Pierre Raymond, Quant investing and risk management

Pierre Raymond

Quant investing and risk management

Absecon, NJ

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