Kaoboy Musings

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Kaoboy Musings
Re: Fannie/Freddie-A PE “Perpetuity Option.”
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Re: Fannie/Freddie-A PE “Perpetuity Option.”

Michael Kao's avatar
Michael Kao
Feb 02, 2021
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Kaoboy Musings
Kaoboy Musings
Re: Fannie/Freddie-A PE “Perpetuity Option.”
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As we wait for SCOTUS, the temptation is to focus on every little “weed” of information (just like the lead-up to 1/20) while forgetting about the “forest.” In this thread, I summarize my thoughts.

For full disclosure, I’ve owned the JPS since the dark days of September, 2008 when these things got eviscerated down to 2-3c. I have been on this roller coas…

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