Freddie Mac-No Politics (FMCC)

[Sogo]

If this analysis comes from Bank of America, I wonder if it is specifically supported by BofA's executive suite. If so, then Watt's deep ties to BofA (they're his largest donor, right?) may suggest what Watt will be asked to do when / if he is confirmed. If BofA tells him to do what's in this paper, that'd be good for us (risk of messing with commons notwithstanding).

Don't get me wrong. I'm aware that that would likely suggest a positive outcome for fnma and commons, and that a positive outcome contradicts what some of the earlier info about Watt's possible intentions suggested (that he'd be for winding down). But No outside of the special elite ruling class inner circle knows Watt's intentions as of now.