Jacob Wolinsky's (jwolinsky) Blog

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Industry Observer - Valuewalk
RECENT BLOG POSTS
If you have money to invest, you may be looking at a variety of options for how to do it. Forex and real estate are two solid options with varying benefits and challenges. If you're choosing between them, you should learn about each market and how you can benefit or face issues from either of the...
01/28/2021
Many people enjoy visiting Las Vegas or other places with casinos because they want to try their luck. But what do casinos mean for real estate prices? If a casino moves into the neighborhood, it will change the entire dynamic of the real estate market. Real estate could decline in price There ar...
01/08/2021
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 ...
12/10/2020
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...
12/09/2020
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...
12/09/2020
Despite being battered by the pandemic, short-term rentals on vacation homes have surged. While traditional hotels and vacation clubs seem to struggle to keep their doors open, companies such as Airbnb, Luxury Retreats, and HouseTrip are receiving more interest and bookings. Sparse finances mean ...
12/09/2020
Could Congress get involved in the efforts to free Fannie Mae and Freddie Mac from conservatorship? A letter that was sent by two senators to Treasury Secretary Steven Mnuchin and Federal Housing Finance Agency Director Mark Calabria suggests it might.Q2 2020 hedge fund letters, conferences and m...
11/06/2020
In recent weeks, former Freddie Mac CEO Don Layton wrote two monographs about Fannie Mae and Freddie Mac privatization and GSE reform. Analyst Dick Bove of Odeon Capital read those monographs and set out what he thinks must happen to provide the best possible results for investors.Q3 2020 hedge f...
11/06/2020
One of the reasons to invest in Fannie Mae and Freddie Mac is because they will soon be out of government control in the form of their conservatorships. However, there’s no denying that Fannie Mae and Freddie Mac will remain under some level of government control because of their prominent place ...
11/05/2020
 Analyst Dick Bove of Odeon Capital has long been arguing against buying the common shares of Fannie Mae and Freddie Mac, but his latest argument in favor of housing reform could offer reasons to buy those common shares. He believes Fannie Mae and Freddie Mac will be strengthened next year becaus...
11/05/2020
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Jacob Wolinsky

Founder/CEO Valuewalk with a lot of GSE coverage
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