Charlie Munger (fake)
@PoorCharlie
Rational.
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I just have to say this right here, @RickRieder is by FAR the best Fed chair pick. We are coming into a new regime. Looking forward not backward, it’s so clear central banks are far too controlled by fairly clueless academics, NOT accomplished real word practitioners.
Many people think harnessing the GSE’s to balance sheet $200B of MBS is somehow mutually exclusive with re-privatizing the enterprises. It is not. $FNMA $FMCC $FNMAT @MariaBartiromo @MarkCalabria @pulte @SecScottBessent @BillAckman
I’d like to buy some rental property in Nuuk. When will you have Greenland listings @zillow @Compass ?
You guys know the Supreme Court decision is about tariffs, not Fannie & Freddie, right? $FNMA $FNMAT $FMCCO
Which do you think will happen first? The race is on! $FNMA $FMCC $QXO @MariaBartiromo @BillAckman @pulte
59 vote · Final results
This is Fannie Mae! $FNMA
Britney Spears before, during & after the conservatorship… 🥲
Martin Marietta closed at $666.67 and Eagle Materials was up 6.66% today. Y’all wildin! $MLM $EXP
Junior Preferreds are the risk free asset in 2026. $FNMAT $FMCCO
There will be many bad takes and this is one of them. $FNMA $FMCC
Fnm and Fre do not have anywhere near 200BN in cash nor is the 40Bn of cash they do have "unencumbered" and able to be used to buy anything like 200BN mortgages. While the book equity of both entities is approaching that number the equity market is a small fraction of that…
Remember when @MarkCalabria as FHFA Director would have to testify before congress every six months or so? What ever happened to that?! I don’t think I’ve seen Director Pulte talk to congress once. $FNMA $FMCC @MariaBartiromo @BillAckman
Little less conversation, a little more action. $FNMA $FMCC
Jonathan McKernan, Luke Pettit and Mark Calabria walk into a bar. Fannie Mae is instantly released from Conservatorship. $FNMA $FMCC @MarkCalabria @pulte @MariaBartiromo
2026 will be a big year for GSE holders. $FNMA $FNMAT $FMCC $FMCCO
On Fannie and Freddie’s prospects for a transaction, how are you thinking about the sequencing of a potential re-IPO/uplist/recap transaction? $FNMA $FMCC @MariaBartiromo @BillAckman @pulte @SecScottBessent
Fannie Mae $FNMA currently trades around $10.80 and is up 230% YTD. Where do you expect Fannie common to trade at the end of 2026? @MariaBartiromo @BillAckman @michaeljburry @howardlutnick
Polymarket is going to be the death of me. This is like when online poker was legal in CA all over again.
Tomorrow could be a big day for housing finance policy. All options are on the table but only 79.9% maximizes value for Treasury. $FNMA $FMCC
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