My wild speculation is that during the Geitner hearing on Tuesday something, a nod, a small comment, a quiet answer to some reporter's question in the halls of Congress indicated that the WAMU thing is going to be cleared up in favor of WMI soon. This is complete speculation but since Geitner was out in public he may, or one of his aides, may have indicated something to someone in the halls.
Your line has to be in the water to catch a big one.