Fannie Mae-No Politics (FNMA)

[bradford86]

Yes, the gses still remain deadlocked in the stranglehold of conservatorship that prevents them from accessing third party private capital.

But now they have close to 4.5 years of retained earnings. This aligns with their cbo report.

Further, i doubt you have sources close to the White House that talk to you?

All you have is the occasional email response from the plaintiff lawyer. Tim P has hosted calls with the legal team in the past.

Lamberth has been issuing opinions on lots of other cases. Ours is probably coming soon. Then the clock starts for the Biden admin deciding to appeal or settle.

My view is they settle and this whole thing moves forward with recap and release. Next few months just like Tim predicts.

Tim P predicted successfully that the SOTU would be the beginning of a major politicizing of affordable housing— and this being a major political issue. Jim Parrott was beside himself with this fact that housing will be a major issue like it never has before in the coming months. That is good for recap and release. We are the only game in town.