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@pulte is correct, Trump directing $fnma / $fmcc to buy $200b of MBS is + for IPO for 2 main reasons: 1) Lowers the MBS spread vs TSYs (Sec. Bessents north star for IPO) 2) Increases the valuation via increased earnings (more attractive to TSY+investors) + No effect on capital
Stock down = manipulation? Stock up = institutions and insiders loading up? Do I have that right on $FNMA and $FMCC?
Read pages 10-18 of the 10K and tell me what cards you hold. Pair that with Pulte’s last tweet.
I saw lots of guys attacking @timpagliara when he's been a true hero for retail shareholders and has helped us in the legal and admin front to make this work . Just respect for him whatever the outcome it is in the JPS and commons side. Blame the courts who got it wrong not him.
@KBWfinthink: “Preferred shareholders $FNMAS $FMCKJ can potentially hold up the process if they aren’t offered agreeable terms” Junior preferred shareholders continue to sit in the catbird seat of an inevitable Fannie, Freddie recapitalization $FNMFN $FMCCT $FNMAT * $FNMA $FMCC
Barron’s not understanding @pulte comments are exactly the reason share prices ARE flying 🤦♂️. Either scenario of the gov’t selling ALL or a TINY piece of their stake (and keeping the equity upside on the rest) is EXTREMELY bullish for GSEs pfd shareholders. $FNMAS $FNMA $FNMFN
A bit on @RepFrenchHill given our boy @pulte is scaring everyone into thinking we're in for years of "work with Congress" hell again... Hill's interests are focused on broader housing policy & oversight, not the imminent release of the GSEs. $FNMA $FMCC $FNMAS $FMCKJ (1/10) 🧵
Some $FNMA $FMCC $FNMAS $FMCKJ etc. connections... In an interview earlier this year before he joined OMB, @MarkCalabria said that a clue for Trump 2.0's GSE reform focus will be if Treasury’s Head of Domestic Finance has mortgage finance experience, in order to advance reform…
$FNMA $FMCC Calabria “Thinks Pulte will get it done—he has connections to the Trump family, etc. He’ll need to navigate Washington but just needs to take ownership. Some Democrats will push back, but Mc says no one was actually stopping him. Says he can exit without Congress.”
Grok will also be offered as a standalone application for the MacOS and Windows
Please push for this @BillAckman if you can - some of the documents are incredibly damning. I personally went to the trials in DC (first and than second when it was appealed), and found that what was withheld from the jury to be utterly disgusting. @elonmusk @JoshRosner @DOGE…
Can't wait until Chris Whalen gives his full retort to Bill Ackman? Here's what somebody wrote seven years ago: fidererongses.com/blog/params/po…
Fannie Mae most profitable company per employee in US Fannie &Freddie account for 60% of all new mortgages, and 70% of all conventional mortgages According to Bill: gov will reap 300B more in capital by 'releasing from Cship'. (on top of the 301Billion The Gov has already…
I am often asked for stock recommendations, but generally don’t share individual names unless I believe the risk versus the reward is extraordinarily compelling. As we look toward 2025, one investment in our portfolio stands out for large asymmetric upside versus downside so I…
Mortgages are math. Chris Whalen's recent commentary on Fannie & Freddie reminds us how his criticisms of the GSEs distract from loan performance data and pander to financial illiteracy. An overdue thread 1/ podcasts.apple.com/us/podcast/chr…
There will never be an explicit guarantee- unnecessary and the call for one is an attempt to keep the entities in C-ship
To the Point With Bob: MBA is Ready to Help Shape a Safe and Sound Exit Plan from GSE Conservatorship newslink.mba.org/mba-newslinks/… $FNMA #FANNIEGATE
Hey @IMFpubs, stop pretending like the setup for the GSEs exit from conservatorship hasn't been telegraphed years ago when the companies started rebuilding capital. MBA isn't needed - we get that you are a lobby outlet for the mortgage industry. A utility based proposal that…
Mark Halperin spills the goods after speaking with Dem insider sources: 1. Kamala in trouble in AZ, GA, NC 2. Sources would be “surprised to shocked” if Harris wins Wisconsin Kamala has to sweep the Blue Wall if she misses on AZ, GA, and NC.
🔴 1-Nov Pennsylvania Early Voting Update: The math for victory 🔴 joeisdone.github.io/pennsylvania/ Today in Pennsylvania, Advantage Trump has taken another large day-over-day jump by 🔴 R+0.52% to 🔴 R+17.65%. PA mail returns are still pouring in for both parties, and on this volume…
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