Fannie Mae-No Politics (FNMA)

[bcde]

"It is crystal clear: the presidential memo supports full recap before release, and cannot be twisted around to be construed as allowing for a release before full recap.

Since release before full recap is a central tenet of your plan, I do not think that your plan has any chance of happening. It directly contradicts (1)(xi)(C) of the memo. "

kthomp19,

You are obstinately stuck with non-viable Recap and Release Moelis fantasy plan. What you need to do is to start thinking after putting on Release and Recap hat then analyze the steps.

Moelis fantasy plan is non-viable in terms complying with most of the Trumps Directives

1. implementation time line
It will take minimum of 5 or more years assuming every thing goes perfectly as planned. This is impossible to assume with so many risks and uncertainties.

2. Raising the $225B
$100 for FnF recap
$125B for UST warrants
Both are impossible for numerous reasons.

3. Protecting taxpayers Risks
Moelis fantasy plan is highly susceptible to failures right from the start and exposes taxpayers, markets and economy to very high risks because of uncertainties associated with every step in the plan.

4. Trump Administration has another 1.5 years before next elections and all the work needs to be completed within next 6-8 months to full fil campaign promises and to have any positive effect on economy. One can not wait for 5 or more years to release FnF from conservatorship and that assuming Moelis fantasy plan will go perfectly as planned..

One can keep on write a big essay about what is wrong with Moelis Fantasy plan.