Their analysis is excellent - however they leave out the 4th, and most likely reason why the GSE cases may be left to the last one or 2 weeks before the beach break. And I think that every man, woman and child who has invested in the GSEs already knows this. We are all anxiously waiting on this!! Like they say - a watched pot never boils.
So tomorrow? Quizas - after all, its been almost 6 months since orals - but not likely.