fmcc
Fannie Mae and Freddie Mac have been hanging in the balance for years, and the capital rule that was proposed almost a year ago just made matters worse. Now former Fannie Mae CFO Tim Howard is calling into question calling for the Biden administration to release the government-sponsored enterprises from their conservatorships and reissue a new capital rule that would enable their release. Q2 2021 hedge fund letters, conferences and more Calculating The Capital Rule For Fannie Mae And Freddie MacIn a blog post on his website dedicated to Fannie Mae and Freddie Mac, Howard explained how the capi...
ValueWalk
Bretton Fund commentary for the second quarter ended June 2021, discussing their new holding, Dream Finders Homes (NASDAQ:DFH). Q2 2021 hedge fund letters, conferences and more Dear Fellow Shareholders: The market continued its post-Covid celebration, and we think most of us are feeling a little better about life in general than we did a year ago. While valuations are a bit stretched and there are still some pockets of ill-advised euphoria (“meme stocks” are still a thing, apparently), we are modestly optimistic and are still finding some compelling areas of the market. We initiated an investm...
ValueWalk
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