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Re: None

Wednesday, 02/12/2014 12:20:40 PM

Wednesday, February 12, 2014 12:20:40 PM

Post# of 160478
My 2 cents:
This feels like some MMs or possibly Dwyer and co are methodically playing out a plan. First run RI*H up and hope it holds, second run TG*I up and hope it holds, then release a PR about BCAPs holdings in all three (CY**), skyrocketing BCAP.

Why release a PR now, when it would be so much more impactful after all three babies are healthy?
I think BCAP is where it is bc of retail recognizing the connections, not because the big boys want it to be here.