Jolan Deschepper
1.9K posts
Bill Ackman: “If a company is increasing growth capex while earning above average returns, you should applaud.”
This is why $AMZN is my biggest position.
Invests $25 billion in Anthropic to get it to commit to $100 billion in AWS spending over the next decade, while the investment itself will likely double as well.
$AMZN execution has been elite since early 2025. More to come.
Long $AMZN.
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@ben_franklin_x @michaeljburry At least we get to bring the break evenpoint, waaaaaay down in these years
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@michaeljburry $FNMA and $FMCC are going below $1 and will stay there for 5 years
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Thank you Tyler - agree on all of this.
Hand of God@TylerEHand
Many false claims about FHFA, Fannie Mae, and Freddie Mac here - despite best efforts (note my italics): • Direct factual inaccuracy on "no intention of reviewing ERCF"... The Annual Performance Plan (APP) explicitly includes Measure 1.1.3: Conduct reviews of the Enterprises’ compliance with Enterprise Capital Framework (ERCF) public disclosure requirements — Quarterly (with validation via documented approval of each GSE’s quarterly/year-end ERCF reports within 10 business days of SEC filings). This is active, ongoing oversight during FY26/27, not deferral or neglect. • The APP is an internal performance management tool, not a binding policy ban or exhaustive roadmap. It lists routine, measurable KPIs (e.g., approve ROE reports by April 15, annual conservatorship Scorecard assessments in Q2 of each year, communicate expense decisions) to track day-to-day supervision under the broader Strategic Plan FY 2026–2030. These documents assume the current legal structure for accountability purposes and do not prohibit, delay, or commit against major discretionary actions. FHFA has issued similar scorecards in prior years while pursuing capital builds, PSPA tweaks, and exit preparations. They are "guides" that can be overridden at any time. No language says "we will not act until 2027" or creates a hard timeline lock. • "Manage the conservatorships" (Objective 1.3) is standard ongoing language—not evidence of indefinite preservation: It covers routine duties like annual performance assessments, board monitoring, asset preservation, and communicating priorities. The means/strategies focus on execution under the existing setup, with no explicit prohibition on exit steps. Past FHFA conservatorship scorecards (e.g., 2025) have explicitly referenced activities "necessary to support an exit from conservatorship." This APP simply doesn’t list termination as a FY26/27 performance target (honest point: that’s disappointing for those hoping for accelerated language), but it also includes Objective 1.5 (reduce regulatory burdens) and support for housing supply expansion—aligning with deregulation and Trump priorities rather than perpetual prison. • PSPA adjustments are primarily Treasury’s domain and not an FHFA operational performance indicator here. PSPAs are agreements between the Treasury Department (which holds the senior preferred stock) and the GSEs (with FHFA as conservator). The APP is FHFA’s internal performance plan and doesn’t list Treasury actions; silence ≠ refusal. Treasury can amend them independently (as done historically), and the Trump administration controls both agencies. No mention in this doc is expected and proves nothing about intent. • Administration flexibility and precedent override any perceived "lock until 2027": The President, Treasury Secretary, and FHFA Director (Pulte, a Trump appointee confirmed ~2025) can direct changes anytime—performance plans are not statutes. Pulte has publicly deferred major calls (IPO/partial stake sales/release) to Trump while noting GSEs are "definitely" positioned and options remain open; the admin has already shown activity (e.g., multifamily caps raised, housing goals adjusted, MBS activity). Trump’s deregulation EOs and housing-supply focus provide levers that fit the plan’s language. Historical precedent proves this post wrong. Reforms happened under similar oversight frameworks without "ending" listed as an annual metric. $FNMA $FMCC @BillAckman and @michaeljburry seem unshaken.
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@BruceKnuteson @negligible_cap Can u please explain this chart?
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It’s crazy that both Bill Ackman and Michael Burry got super bullish on $FNMA and $FMCC and both wrote long form posts and pitches on the two GSEs
Fannie Mae and Freddie Mac are each down around 60% in the last 6 months
Burry and Ackman have been getting creamed along with everyone who followed them into the trade.
Even great investors get it wrong or get the timing wrong at a minimum
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I still think Donald Trump really won the Electoral College in 2020.
Do you?
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What would you do if this man was outside your door at 2AM?
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The end of OTC is coming for Fannie Mae and Freddie Mac.
Stay buckled in.
Nico@nicosintichakis
New institutional positions being taken in Fannie Mae $FNMA
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@Mauritsvdr @PhRoose *Khamenei. Khomeini is overleden in 1989.
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Volgens verenigd links in het parlement is het verdrijven van Khomeini "illegaal". De afgelopen maanden keurden we in het Vlaams Parlement nochtans resolutie na resolutie goed om achter de vrijheidstrijd van het Iraanse volk te staan.
Nu keren Vooruit, CD&V, PVDA en Groen hun kar.
Waarom? Op sociale media woedt er tussen linkse partijen een oorlog "om ter meest anti-Amerika".
Hoe dat komt: personal brand managers hebben gezien dat Zack Polanski, een Britse groene politicus, daar applaus mee oogst onder extreemlinkse aanhang. Dus is dat de nieuwe gimmick van de dag.
Dat het Iraanse volk eindelijk kans maakt om zijn vrijheid na bijna een halve eeuw Islmatische dictatuur terug te winnen: bijzaak. Intellectueel en moreel is links in ons land compleet failliet.
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@qualtrim Insider interest often hints at overlooked long-term potential
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@burrytracker @grok where did they get this information and is it accurate?
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Michael Burry just went long Adobe $ADBE
Adobe is currently:
- Down -40% from all-time-highs
- Trading at its cheapest P/E in 5 years
- Generating $7B+ in annual free cash flow
The same man who bet $1.1B against PLTR and NVDA now thinks Adobe is undervalued.
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@GavinNewsom You’re clueless. And even if you were right, but you are not. Even then, Don’t be a hypocrite Gavin, you destroyed San Francisco and you destroyed California…
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All Trump has done is destroy — trust, institutions, the east wing, our alliances, our confidence in one another.
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Eisman podcast, ex $PLTR FDE”Maybe I shouldn't say this, but within Palantir we sometimes mused that all of the value we provided was just getting all of the people in a room together,,,,literally none of those people had ever been in a room together."
youtu.be/Rv_rPAQ3M9Q
YouTube
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Who is in the worst position? $NVO , $PYPL or $UNH?
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Jolan Deschepper 리트윗함
South Africa is the country of my birth.
Yet my countrymen chant “K*ll the Boer” songs about killing me because I'm white.
The government doesn't mind the singing... or the killings.
After all, the victims are white.
This is my home. This is heartbreaking. This has gone on too long. @BrentBozell @marcorubio @elonmusk
Taya@travelingflying
A shocking video from South Africa shows a crowd chanting “K*ll the White” and carrying a White doll’s head on a stick.
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@SJ553 @Cobratate Based on Andrew Tate's recent posts, he's likely referring to pressure to compromise on openly sharing controversial "truths" or opinions, to avoid backlash or worse, as he hints at with Ye's example and the risks of being too extreme when influential.
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@SingularityRes History repeats itself to he who doesn’t remember it
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At this point, Michael Burry's substack feels more like a grandpa telling his investment stories to his grandkids. His posts are like -
1) Recounting how he called the dot-com crash while everyone thought he was nuts
2) Stories from 1994 about US healthcare costs
3) His Gamestop thesis $GME in detail and missing out on the short squeeze
4) Recollecting the 2007 financial crisis
Good going, grandpa!! 🙂🙂
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Jolan Deschepper 리트윗함
President @realDonaldTrump is transforming the global world order and not wasting any time doing so.
The bad guys are going down fast.
Dr. Eli David@DrEliDavid
🚨 Breaking: Trump just posted that "the USA stands ready to help!!!"
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Jolan Deschepper 리트윗함
Absolutely insane headline
Visegrád 24@visegrad24
BREAKING: The UAE announces it will cuts funds for citizens who want to study in the UK out of fear of Emirati students being radicalized by Muslim Brotherhood Islamists on British campuses. An Arab state now views a European state as a dangerous Islamist radicalization hotspot
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@TheCinesthetic Jack Nicholson without a shred of doubt
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