We're Not Alone, page-27

Uncertainty has crept us, yes. It is clear that there will be something significant soon but will it be positive/mild/bad for shareholders, nobody really knows. Until this sorted out, it's a very difficult buy.
The issue with the risk in the books is also increasing as inflation continues to bit, rates to increase, and the perspective of some harder times becomes more and more real. This is affecting al lenders. Specifically for MME though, one could be worried about the state of the covenants if credit deteriorates: PLT & WZR are not having a great time either: down 55% & 63% respectively over 1Y, vs 88% MME.

I will be buying a little bit for a punt.