Fannie Mae-No Politics (FNMA)

[kthomp19]

This is the biggest problem with Moelis. Moelis makes too many assumptions without considering risks, to come up with detailed plans.

I suppose we will just have to disagree on what the supposed problems with Moelis are. The "risks" that you claim are inherent in the Moelis plan are not risks in my opinion.

You also haven't acknowledged the fact that if just coming from a private party is means for disqualification for any plan, then your "plan" is equally invalid.

The biggest false assumption is, fhfa and UST can do whatever they want and nobody can do anything about it.

This assertion itself is what's false. I believe all the actions that FHFA and Treasury would take in the implementation of the Moelis plan are 100% legal. Apparently Moelis (the company) believe that as well; they would not pour that much time and money, not to mention risking their reputation, by releasing a plan that requires illegal actions to execute.

That doesn't mean I think that they can do anything they want.