Updated Fannie/Freddie Linkfest

Tuesday, September 09, 2008 | 04:30 PM

I have been updating our weekend linkfest on Fannie and Freddie continually.  I keep adding to the Wall Street research section, MSM, and blogs.

Here's the latest in Wall Street research and media coverage; 

Wall Street Research:

GSE Rescue Plan: Market and Economic Implications  Morgan Stanley      
http://www.morganstanley.com/views/gef/index.html#anchor6881

Mark-to-Market Now Mark-to-Taxpayer  First Trust   
http://www.realclearmarkets.com/articles/mark-to-market_now_mark-to-taxpayer_.pdf

Welcome to the U.S.S.R. (United States Socialist Republic)  Citigroup  (PDF)

The end of America's bad mortgage dream  Financial Post 
http://www.nationalpost.com/opinion/columnists/story.html?id=27dccda7-61d0-461d-a83e-a3c79530c814

Bringing Out the “Bazooka”  David A. Rosenberg, Merrill Lynch (PDF)   

First thoughts on the market impact of the Treasury's GSE plan, Goldman Sachs (PDF)

Unblocking the arteries, price support and intervention Nomura Securities
(Blocked_Arteries_PArt 1.pdf ) (Part II PDF)  (Blocked_arteries Part 3.pdf )

The Long and Short of the Fannie Mae and Freddie Mac Rescue   Northern Trust   (Web PDF)
http://web-xp2a-pws.ntrs.com/content//media/attachment/data/econ_research/0809/document/dd090808.pdf

Paulson Begins Gradual Wind-Down of GSEs within Conservatorship,  Institutional Risk Analyst      

“Somebody’s got some splain’n to do!”  Raymond James
http://www.raymondjames.com/inv_strat.htm

Deja Vu (Again)  John P. Hussman
http://www.hussman.net/wmc/wmc080908.htm

Hank Punts on First Day of Pro Football Season  Cumberland Advisors
http://www.cumber.com/commentary.aspx?file=090808.asp&n=l_mc

Welcome To The Mortgage Business  Ciovacco Capital Management
http://www.ciovaccocapital.com/sys-tmpl/mortgagenew/

Pershing Square Capital Letter to Treasury Department Regarding Fannie and Freddie

This Crisis Is Not Over  John Mauldin, Paul McCulley, Michael E. Lewitt   
http://www.investorsinsight.com/blogs/john_mauldins_outside_the_box/archive/2008/09/08/this-crisis-is-not-over.aspx

 

What the Mainstream Media had to say:

Wednesday, September 10, 2008

Reduced Exit Packages Urged for Ousted Executives  NYT
http://www.nytimes.com/2008/09/10/business/10comp.html

Government intervention is losing its market mojo  WSJ 
http://online.wsj.com/article/SB122100183460716949.html

Fannie, Freddie Takeover Jolts Preferred Market as Prices Fall   Bloomberg
http://www.bloomberg.com/apps/news?pid=20601087&sid=a2eUYQafZCU8&

Federal Mortgage Success Stories  NYT
http://www.nytimes.com/2008/09/10/business/10home.html


Tuesday,
September 9, 2008

Fannie Mae, Freddie `House of Cards' Prompts Takeover  Bloomberg 
http://www.bloomberg.com/apps/news?pid=20601087&sid=a3pTtizqxtcA&

Fannie, Freddie To Be Removed From S&P 500  WSJ
http://online.wsj.com/article/SB122099815669516745.html

A Risky High-Wire Act  NYT 
http://www.nytimes.com/2008/09/09/business/09big.html 

Fat Fannie and Freddie  L.A. Times
http://www.latimes.com/news/opinion/la-ed-fannie9-2008sep09,0,7271059.story

A desperate but necessary bailout    MSN
http://articles.moneycentral.msn.com/Investing/SuperModels/a-desperate-but-necessary-bailout.aspx

FANNIE/FREDDIE BAILOUT BALONEY   NYPost 
http://www.nypost.com/seven/09092008/postopinion/opedcolumnists/fannie_freddie_bailout_baloney_128135.htm

U.S. Plan Serves as Template For China to Bolster Its Markets  WSJ
http://online.wsj.com/article/SB122089797255310905.html

Analysts mixed over bailout's impact on builders  MarketWatch   
http://tinyurl.com/6fx86u

McCain May Privatize Fannie, Freddie; Obama Sees Federal Role  Bloomberg
http://www.bloomberg.com/apps/news?pid=20601087&sid=a1ujoLiLLz78&

Freddie's dead    Guardian
http://www.guardian.co.uk/commentisfree/2008/sep/08/freddiemacandfanniemae.useconomy

A New Fannie and Freddie  Washington Post 
http://www.washingtonpost.com/wp-dyn/content/article/2008/09/08/AR2008090801908.html

Fannie & Freddie: Buying friends in D.C.   CNN/Money
http://money.cnn.com/2008/09/08/news/companies/fan_fred_buying/?postversion=2008090908

Fannie, Freddie need restructuring to limit risks: IMF   Reuters
http://www.reuters.com/article/ousiv/idUSLAG00304420080909

Rescue Risks Setting Stage For New Woes  WSJ
http://online.wsj.com/article/SB122091498820212291.html

Fannie, Freddie Takeover Ends Lobbying Effort Bigger Than GE's   Bloomberg
http://www.bloomberg.com/apps/news?pid=20601087&sid=aA6fdeTelSDQ&

Reinventing Two Mortgage Giants: A Big Rebuild or a Teardown?  NYT
http://www.nytimes.com/2008/09/09/business/09future.html

Mortgage Bailout Is Greeted With Relief, Fresh Questions  WSJ
http://online.wsj.com/article/SB122088294934209997.html

Sen. Dodd Questions Fannie-Freddie Takeover  NPR
http://www.npr.org/templates/story/story.php?storyId=94407478

Rescue of Mortgage Giants Displays Paulson’s Clout  NYT
http://www.nytimes.com/2008/09/09/business/09bush.html

Bailout Hits U.S. Agenda  WSJ
http://online.wsj.com/article/SB122092489265913267.html

 The full linkfest continues here.

Tuesday, September 09, 2008 | 04:30 PM | Permalink | Comments (39) | TrackBack (0)
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Comments

Barry and others, I hate to go ot but do you think that this Friday, we'll have announcements on WaMu and Lehman's?

Posted by: JL | Sep 9, 2008 4:35:53 PM

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