Hi Chuk,
Agree completely with your analysis. Decided to keep a fair amount of cash on the sidelines as I had a feeling that they would take this down before Tapering is supposed to happen. Wouldnt be surprised to see a 10 billion reduction followed not too long after by an increase back to 85 billion and above that some time next year.
Hopefully MML can ramp up production after this last hiccup has been sorted without any other dramas.
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