I think you have to look at his tweets in context.
Post# of 30028
@slurrpie123
@G_Commish instead of posting fortune cookie readings, how about being a little more forthcoming w/ SH re: WTF happened post RS. #nomorebs
His response
@G_Commish
We previously had unsupportive Preferred shareholders. Winds are changing.
i still think he is talking about Discover.
And check the SEC filings yesterday. They just sold more Series H to Magna.