Fannie Mae-No Politics (FNMA)

[YanksGhost]

IS THERE A MORE POSITIVE OUTLOOK FOR COMMON SHARES?

The prevailing logic for some time seems to be "follow the money for who supported Trump's campaign" which was clearly hedge fund managers owning JPS stock. This might best be described as the Glen Bradford camp. GO BERKO!.

But a new camp may be emerging which might alternatively be described as the "follow the money for who has the most to gain and most leverage camp" which could be shifting to Steven Mnuchin who owns massive amounts of Senior shares and Warrants for control of the voting shares of both enterprises. Has the iron grip of control shifted to Mnuchin/commons and away from hedge fund JPS?

Further thoughts to follow.