You Can’t Solve the World’s Problems with Your Portfolio
July 10, 2008
Roger Nusbaum submits:
Lot’s of chatter here and there about problems with Fannie (FNM) and Freddie (FRE) or, more correctly, an escalation of problems and a question of solvency.
I have to believe that the fear exceeds the reality; that is my starting point going in. Of course I could be wrong, and in the context of managing client portfolios, being right, or wrong, it doesn’t really matter.
You Can’t Solve the World’s Problems with Your Portfolio
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