AI
Sunday, January 01, 2023 7:38:17 AM
I didn't expect this to get deleted so I'll summarize a couple key points
1) Hindes spoke with someone within the administration back in April 2022 who stated that 12-18 months from then is the timetable they are going for. "It won't be piecemeal".
2) Suggests the securities are in a value trap and year end tax swaps. No institutional players in the pink sheets.
3) Final page I have saved here
but not the rest of it.
4) Earlier suggested the govt would sell the warrants at better value for affordable housing programs. Important bit is that they won't plan to execute at these levels. (Maybe the heads at Treasury watched the Luna/Terra fiasco and learned a lesson about better-structured ponzinomics?)
5) Speculates a bit on "breadcrumbs" - most of which have been observed here - about hiring people designated for equity offerings and whatnot.
Side note: There's no mention about the upcoming SCOTUS takings case, yet the status conference is set on 1/6 and the timeline the apparent official gave to Hindes lines up with when oral arguments would happen this fall. I personally don't rule out a takings ruling as an impetus for an administrative maneuver but to me it overwhelmingly depends on whether SCOTUS takes up the case. I remain 50/50 commons/prefs for those that care.
1) Hindes spoke with someone within the administration back in April 2022 who stated that 12-18 months from then is the timetable they are going for. "It won't be piecemeal".
2) Suggests the securities are in a value trap and year end tax swaps. No institutional players in the pink sheets.
3) Final page I have saved here
but not the rest of it. 4) Earlier suggested the govt would sell the warrants at better value for affordable housing programs. Important bit is that they won't plan to execute at these levels. (Maybe the heads at Treasury watched the Luna/Terra fiasco and learned a lesson about better-structured ponzinomics?)
5) Speculates a bit on "breadcrumbs" - most of which have been observed here - about hiring people designated for equity offerings and whatnot.
Side note: There's no mention about the upcoming SCOTUS takings case, yet the status conference is set on 1/6 and the timeline the apparent official gave to Hindes lines up with when oral arguments would happen this fall. I personally don't rule out a takings ruling as an impetus for an administrative maneuver but to me it overwhelmingly depends on whether SCOTUS takes up the case. I remain 50/50 commons/prefs for those that care.
