Robert Zimmer

There's been chatter that investors are shying away from Fannie Mae and Freddie Mac mortgage-backed securities because Congress may not enact housing finance reform. Be skeptical of those claims.

We're hearing that the change in interest rates from ever-decreasing to something else is a short-term phenomenon, but also a long-term one.

Military generals are cautioned to avoid fighting the last war; time and opponents have a way of producing new ways to contest a battlefield, catching unwary leaders off guard. When it comes to housing policy and political power, are Washington observers missing the next conflict?