yes - sorry I assume everyone is well aware of ZH's slant at this point. But it does bring up an interesting point as it relates to how the $ the GSEs is helping fund the deficit for now... No idea how Trump is going to get his spending done w/ tax reform that will actually increase net taxes... lots of ?s and very few answers and a lot of big-yank like misdirection is all we've seen out of this administration as far as basically any rational observer can tell.. The glaring lack of clarity and the lack of any action by Mnuchin thusfar only reiterates my cautious viewpoint.
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