Fannie Mae-No Politics (FNMA)

[bradford86]

yeah, well, looking back 7 years on this, and looking at the current price, and looking at all of everything, and i'm familiar with the kelly criterian

i would have been better off limiting my position to 0 here, haha.

but yeah, this one has been demoralizing, to say the least.

my vantage point is we are potentially on the cusp of a sea change in the coming weeks... one that is not priced in at all.

it is just frustrating to have been so wrong about time for so long, but i am with you -- eventually this will play out, but if i had factored in being wrong even slightly, then i would already be much better off. so there's that. peace. tgif