Fannie Mae-No Politics (FNMA)

[Potty]

Golf, we agree on something -- SCOTUS ruling that CPFB is unconstitutional and sanctioning rectro-active relief will be one to rocket-ship the SP and fast forward the RnR process

However, I still think it will come down to November, since they have to wait on the final captial rule (the plaintiffs will not be stupid enough to accept a deal until they understand what it is), then the SPSA amendment and any required legal settlement (since Treasury/FHFA can simply give the plaintiffs their requested relief in "Big Bang")

So, if one ends up holding these, then I think you are going to be sweating through November

My hope is that SCOTUS goes big, then I can sell half in July, cover my cost basis and let a portion of the position ride without stress -- my fantasy but nothing is ever easy here lol