This is telling: "But under the most severe forecast--in which home prices would plunge 25% over nine quarters, a downturn worse than the one experienced in 2007 and 2008--the companies would lose $90 billion"
They're currently making how much a year? Around $20 billion minus the lawsuits and DTA reversal? In 5 years they could be able to withstand the largest real estate crash in history and have $10 billion left over.