SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Strategies & Market Trends : Mish's Global Economic Trend Analysis -- Ignore unavailable to you. Want to Upgrade?


To: Little Joe who wrote (6044)5/10/2004 9:15:12 PM
From: Jim Willie CB  Read Replies (2) | Respond to of 116555
 
more than surmise, connecting the dots
Fanny moving out the HUD house
and into the DeptTrez mansion
where Uncle Al is a frequent squatter
in 2003, fully 25% of new money created was with FNM signature
the writing is on the wall for all to see
this GSE agency fiasco is being dealt with behind the scenes
do you really think Fanny would implode under our public noses?

I suspect a clandestine monetized bailout of eventually $1 to $2 trillion

more specifically, I am accumulating some good evidence
from a ghost writer who cannot write on the subject
he promised me tons of evidence
his employer is heavily short the stock and cannot talk

evidence? are you kidding?
you could not even tell me the size of Fanny's hedgebook
nor its makeup
e.g. pure Trez TENS futures, Trez yield spreads ???
an opaque pile of financial sewage
if you wish to dismiss the notion, fine
I dont, but cannot provide detailed evidence just yet

/ jim