CECL expectations were always quoted from KB&W. I was clear there. “As expected,” as I clarified, was from the GSE 10-Qs as they approached CECL deadline.
Common is a “lottery ticket” when facing a ~$200 billion liquidation preference that the government can convert to common tomorrow.
I don’t use my real name because, my team likes to stay quiet unlike Ackman. Good reason for that. What’s your excuse, Wise Man?
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