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Re: Unicorns r Clowns post# 656010

Thursday, 05/06/2021 10:28:49 AM

Thursday, May 06, 2021 10:28:49 AM

Post# of 728797
You can see it happening, right in front of us.
Today was a big day for KKR that confirms the pieces of this puzzle of putting Humpty dumpty together again is on. The first very important article illustrates the amount of $$$ under management (um) assure ways to achieve value. and recognize the value of our legacy equity 15% -30% of MBSs value.

"KKR raised $15 billion in the first quarter and $51 billion for the year ended March 31. Including the Global Atlantic acquisition, new capital raised for the 12-month period was $149 billion. The acquisition of Global Atlantic contributed $98 billion in the first quarter."

https://www.pionline.com/.../kkrs-first-quarter-aum-gets...

This also is the same way that JPM, COOP and other banks will represent the sale of their MBSs. If they do not follow through the recognition of F&R of partial valuation to the escrow list of the DTC, they will have not followed through the justice of fair or reasonable The remaining Bank could have up to 3 trillion $$$ of assets of MBSs. Most of the Banks want to use this Bank to get out of the business of MBSs.

15% of 1 trillion is 150 bil $$$$ we should see at least 100 bil for our original equity.

I believe we are still ok here, the only thing I can't predict is the greed factor and "When". Agree with AZ, COOP, JPM, C, WFB, MS, C, BAC, and KKR are the "Tell"

https://www.pionline.com/.../kkrs-first-quarter-aum-gets...
https://www.bloomberg.com/.../kkr-raises-18-5-billion-for...

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