Fannie Mae-No Politics (FNMA)

[Donotunderstand]

and so far you have been right not to buy it

I thought BO would do something in his lame duck period - BECAUSE it would be the right and wise thing to do -- but he did not

Many thought DT and SM and others who just about said they would free things - but they did not

What might be different now --- is some 1 + 1 = 3 ------- where an R house - a D white house and the debt ceiling and such ----- and many paths to monetizing the conservatorship to raise a MAGIC much needed 100B new cash -- run through a reasonable administrative solution for equity --- e.g. my thoughts on WTS quid pro quo announcement - 300B and 100B more - we are heroes and Biden and McCarthy get to split the 100B to be used 50 and 50 as they wish-need