Garyhalvo, I tend to agree with your scenario/hypothesis. Due to the of a good portion of the Certs note expiration it only would make sense.
I also believe that's a lot easier than pulling out possibly billions to pay former shareholders of a "public perceived" bankrupt Bank. As far as the perception, "which I think is very important here for may reasons; keeping the "story Line" straight and keeping the former actions of gov's over reach, camouflaged.
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