Fannie Mae-No Politics (FNMA)

[kthomp19]

I've got a few but not enough to matter. Sittin on the sidelines

Are there any particular catalysts you're looking for to get back in, or is it more just monitoring the situation on the ground?

I find it interesting, though not terribly meaningful given which party controls administrative recap/release, that the CBO report on recapping FnF from August 2020 was requested by Patrick McHenry, who now is the chair of the House Financial Services Committee. I believe he has the power to call Sandra Thompson, and perhaps even Janet Yellen, to appear before the Committee and testify as to why FnF remain in conservatorship. That would be some real must-see TV.