Replies to post #811693 on Fannie Mae-No Politics (FNMA)

[FOFreddie]

It will be interesting to see what the CBO presenters disclose at the Urban Institute Event on Tuesday. Can the UST ignore the CBO in their decision about whether or not to write off the SPS? Also - how does a recap go forward while the Lawsuits are still outstanding - wouldnt some time of settlement help the recap move forward sooner? Also waiting for news that investment banking firms have been hired again by FNMA and FMCC.

[TightCoil]

You said, " If he gives it the old "could take 2-3 years before any meaningful movement" then we're down from here."
OOH NOOOO!
You is SKEEERIN' and FEEERIN' Me

[stockprofitter]

There are 76 pages you will be pleased

[Donotunderstand]

all the write ups of ACKMAN's math suggest strongly

SP/LP is declared paid off
GOV - TREASURY exercises the warrants - and then sells the shares it acquires - over some period of time --- with this SALE to the public being the NEW profit the GOV would announce (while it agrees to kill the SP/LP and end that debate)

variance from this would IMO be a surprise by now