Fannie Mae-No Politics (FNMA)

[Potty]

I thought Pagliara's point about about buying FnF as a counter-cyclical buy was an interesting argument -- it is a special situation and *largely* trades independently from the markets

All depends how SCOTUS rules, but I liked Pagliara's rationale and I will look at his fund performance and holdings

These contrarian's often get it right, the Man in Miami's bet on JOE has done great recently...