because of the investment in FRE & FNM, they will have to take write downs on their next Q & that will impair their capital requirement requiring them to raise more capital. The weird thing is that they have $9.5 BILLION in loans and, per them, they are performing well but because of the write down, they will show a loss this Q thus impairing their capital. That's what I read in their filings...I think...lol