Rule of Law Guy’s Newsletter

Rule of Law Guy’s Newsletter

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June 2025

GSE Recap/Release: HERA's "Best Interest" Provision is a Two-Way Ratchet. Obama Administration Used It To Destroy GSE Shareholder Value…
SCOTUS interpreted HERA to authorize the government to act “in the best interests” of GSEs or itself. The Obama administration chose itself. Trump 47…
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Rule Of Law Guy
6
My Proposal to Resolve the SPS Convert vs Cancel Controversy in a GSE Recap/Release: A Golden Share for Trump
We all know the GSEs' SPS have been economically paid off. We also all know Trump drives a hard bargain. So....
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Rule Of Law Guy
1
Democrat Senators Send FHFA Director Pulte a Letter
Requesting a Response by June 18, 2025, and a Briefing to Follow. We'll see about that...
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Rule Of Law Guy
Urban Institute's False Narratives Seek To Frustrate GSE Recap/Release
UI's Goodman, Parrot and Zandi promoted toxic private label securitizations of mass destruction and the net worth sweep that eviscerated GSE capital…
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Rule Of Law Guy
3
Hop on the F2 Truth Train
And counteract continued hit pieces from GSE antagonists like Laurie Goodman of the Urban Institute
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Rule Of Law Guy
2

May 2025

About That Implicit GSE Guarantee...
Parrot and Zandi argued that Trump 47 would eliminate an implicit guarantee in connection with any GSE recap/release. Credit rating agencies stated that…
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Rule Of Law Guy
Trump, the Tease
Why post on social media? Why not just announce the deal terms?
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Rule Of Law Guy
3
If Trump 47 Lowers Bank Regulatory Standards, Will ERCF Be Next?
There is speculation that Money-Center Banks soon will be required to hold less regulatory capital. Will this action influence Treasury's and FHFA's…
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Rule Of Law Guy
GSE Recap/Release and FHFA's Enterprise Regulatory Capital Framework For Dummies and Non-Capital Nerds (Because the ERCF is Here to Stay)
Jonathan McKernan's nomination for Treasury Undersecretary for Domestic Finance signals that the ERCF will be here to stay. Here's why, and why it…
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Rule Of Law Guy
6

April 2025

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