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Re: Fannie/Freddie-Bracketing SCOTUS Outcomes.
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Re: Fannie/Freddie-Bracketing SCOTUS Outcomes.

Michael Kao's avatar
Michael Kao
Feb 25, 2021
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Kaoboy Musings
Kaoboy Musings
Re: Fannie/Freddie-Bracketing SCOTUS Outcomes.
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I see 3 potential paths, ALL of which just influence timing/relative leverage in settlement discussions, because TINA.

1) Bullish Sweep. Plaintiffs win on all counts with backward relief. While this would be great, imho, it complicates recap/release because it inflates the cap prior to Indy Switch. That said, leverage favors Ps in recap negotiations.

2) M…

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