Replies to post #487904 on Fannie Mae-No Politics (FNMA)

[YanksGhost]

Thanks, I rather thought that was the reasoning. So you aren't buying the Moelis II $125 B warrant deal any more than I am, eh?

Have you considered the CECL issue for 2020 and affect on Moelis recap? It would appear to limit commons value more than JPS recovery, IMO.