Replies to post #603845 on Fannie Mae-No Politics (FNMA)

[Lotto65]

An opinion group, nothing more.

[Lotto65]

A common sense play, use your best judgement Amelia.

[trunkmonk]

it was not mentioned cause I didnt hear it, and even if she did what does she know?

[mrfence]

ACG Analytics is an independent research firm that translates public policy for investment fund managers and analysts. Our research focuses on specific policy issues and actions in the United States, the European Union, Asia, and Latin America. We anticipate how government policies in key markets may impact investor strategies.

ACG Analytics is the ultimate guide for the new Political Economy.

https://www.acg-analytics.com/

How come nobody mentioned that Gaby said it can be as low as 30 cents

Prolly cause nobody shared your hallucination but I'd like to. Got any more of that stuff?
:-D

[kthomp19]

How come nobody mentioned that Gaby said it can be as low as 30 cents?

You just did!

She did say this by the way; I think it was in her December RealVision video. It was in conjunction with a senior-to-common cramdown. When I ran the numbers for that scenario I came up with $0.69 for the commons. A senior cramdown is certainly the worst case scenario for the existing commons.

Btw, who and what is ACG anyway? Are they in power to release us or are they just another opinion group?

Neither. They are a private research firm, but they have had actual meetings with FHFA and Treasury. They are very plugged-in and their words should carry a lot of weight. They are getting their info straight from the horses' mouths.