Foster does get campaign money from some big banking interests, and after the congressional interview we heard that some big banking interests were talking to treasury/FHFA in regards to recap.
That would be a big political mistake as well as a mistake for the GSE's to virtually assign TBTF banks a big chunk of the recap shares. This is another point where Calabria has been all over the block. He just recently indicated that the GSE's would be responsible for their own PO capital raise. If they just start following through with their initial release plan, then the GSE's can market this stock appropriately, and throw the PO open to the big wide world, instead of just TBTF banks.
Everytime he starts to pull me in, he pulls me back out, lol.