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Felix:
Mar 21 17:27 pm
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All Comments by Andrew Horowitz »Fannie and Freddie: The End of the Punishment is Nigh [View article]
Did you see this 2/28?
"The removal of the mandatory CAP is a dangerous gamble by regulators. There is not much to say from a technical standpoint either. In the end, there needs to be a sacrifice to save the rest of us. FRE and FNM may well be the burnt-offerings to appease the credit gods."
See:www.thedisciplinedinve.../
or
seekingalpha.com/artic...