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HoldenWalker99 🇺🇸
HoldenWalker99
So here's where I am on GSE options:(1) Nothing (2) Letter Agreement w/ increased caps & 1:1 (e.g., $101B / $73B) (3) "PSPA Lite" (3rd party capital path if Biden/Yellen
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Predictions for all of these PSPA amendment items, keeping in mind that I am just an anonymous retail investor w/ no real connections in housing, govt. or equity/policy research &
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Some thoughts on the future of GSE junior preferred (JPS)... fate will be left entirely to the GSEs & their FAs via CRP process. FHFA & their FA/legal counsel will
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*** How the GSE BIG BANG could play out... *** After the FHFA capital rule is finalized next week, Dir. Calabria has an obligation to request capital restoration plans (CRPs)
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