Replies to post #616654 on Fannie Mae-No Politics (FNMA)

[Barrario]

Simple Gov will not hurt their 79.9 % amigo
Life is good in Portugal

[10yrsholding]

I actually think the jps carry higher political risk than the commons, per my earlier post.

The monetization of the commons are less path dependent from who is in the administration in 2021.

That said, I am not saying the commons are the better play. I just think we jps holders are more affected from Trump losing.

I don't think its an all or nothing from the elections, but I do think it put some pressure on the litigating jps to settle for less and the upside outcome gets capped a bit. (Commons still obliterated...)

[Louie_Louie]

What happens when government tells JPS holders they are getting 60 or maybe 70% of par? Or they can languish with zero dividends for next 2, 3 , 4 or maybe more years?