Trump can “move the goalposts” in F2 favor so they can be outta Conservatorship by early 2026 by lowering Capital Requirement to 2% or 2.5%. Their Stress tests have shown for years that F2 would stay solvent in Housing Meltdown. Could also do 1/2 dividends till $$ amt reached.
The last Maria Bartiromo interview of Secretary Bessent had Maria saying they would remain in conservatorship and Bessent let it drop. She then continued with government ownership making people nervous wrt Intel, "Mineral Corporation?..." Let's not forget the Argentina discussion which immediately brings us full circle all the way to Tarp-refusing Gov Sanford being outed with an Argentinian girlfriend. I also recall Clinton and the other elites having lots of Argentina time back in the day of TARP....nothing like a little Peron Populism....The only thing missing is a Madonna song. I would make a small bet that these remain in conservatorship and some significant "dividend" going to Uncle Sam moving forward.
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