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@firewill65

Fannie Mae & Freddie Mac (aka F2) advocate for release from conservatorship

South Florida Katılım Temmuz 2013
4.9K Takip Edilen1.6K Takipçiler
Daniel
Daniel@DanielSyck·
@firewill65 @BillAckman If there's no news in 15 days we will be at 3.40. in 60 days will be at a $1.70. at this point you might as well sell everything and then buy back in in two months. With a war no announcements are getting made. Bet on it. youtu.be/1WaV2x8GXj0?si…
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Alec Mazo
Alec Mazo@Alec_Mazo·
Layton hits the nail on the head - the GSEs' capital framework should be reduced to the 2018 framework suggested by Calabria's predecessor Mel Watt. While the financial establishment lobby groups will insist it's a heavy lift, it's not. Remove the buffers and simplify the way capital is counted without a long comment period. Then list Fannie and Freddie on the NYSE after converting the warrants and writing off the senior preferred stock (SPS). The commons will rerate significantly higher. The junior preferred could be converted into commons or left alone paying the coupon. Further, initiate a small dividend policy in line with stable utility businesses. At 2.5% capital the GSEs would be allowed to distribute some of their earnings, a 2% dividend at a $500bn valuation will take about $10bn a year on $30bn of profits. The Administration could partially monetize their 80% warrants stake at $500bn+ and let it grow over time to a higher valuation as the dividends are increased to 4%+ ($20bn of 30bn profits). Let's not forget that 80% of the dividends will go back to the Government! The President is a master negotiator. There is no reason for Fannie and Freddie to be stuck in conservatorship with so much capital built up already and with the Government generating a huge book asset valuation on top of collecting dividends again that could be used for housing incentives! HUGE!!! @pulte @SecScottBessent @realDonaldTrump
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Tim Pagliara@timpagliara

You don’t need to do this unless you are engaged in a deliberate process to end the C-Ship. furmancenter.org/publication/pr…

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Travis Rothell
Travis Rothell@TRothell62855·
@pulte You owe $FNMA $FMCC shareholder’s an update
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bg
bg@_toZst·
@GroveNeal @pulte Once the new Fed chair is put in place and interest rates are lowered $FNMA and $FMCC will have their day. They can't release them with high interest rates because it will adversely affect affordability. Be patient, it will happen. @realDonaldTrump @SecScottBessent @BillAckman
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Pulte
Pulte@pulte·
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SnagsLewis
SnagsLewis@SnagsLewis1978·
@McNamara_Brief Sure would be nice to get some definitive news or announcements , I think shareholders have been patient enough. We deserve some reprieve. $FNMA
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machi
machi@necotiumx·
@firewill65 @Alec_Mazo They are convertible. The holders don’t have the right to demand conversion but the GSEs can offer conversion.
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Horseman Country
Horseman Country@HorsemanCountry·
$FNMA $FMCC Long overdue by many years, but the corruption of the net worth sweeps is being trumpeted more loudly and more frequently to reach the masses. Justice is coming for Fannie Mae & Freddie Mac shareholders. The jig is up…the news is out...they finally found you.
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Horseman Country
Horseman Country@HorsemanCountry·
$FNMA $FMCC It sure does seem like big, unstoppable wheels keep on turnin' to wind down the Fannie Mae and Freddie Mac conservatorship. Will reductions in capital requirements represent a light at the end of the shareholder tunnel to our EXIT? furmancenter.org/publication/pr…
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Horseman Country
Horseman Country@HorsemanCountry·
$FNMA $FMCC The exposure of Obama's theft from Fannie Mae/Freddie Mac & their shareholders via NWS is gaining momentum. Than you, @BillAckman! @SecScottBessent & @pulte, you're hawkish on fraud. Look no further than Mnuchin's account from 2017. Justice is long overdue.
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financebloom
financebloom@financebloom·
$FNMA 1.5 mil block "not that it means anything" just unusual
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MillennialRisk, CPA
MillennialRisk, CPA@MillennialRisk·
$FNMA & $FMCC is one of the most asymmetric bets you could take, it’s quite clear they will eventually be up listed and exit conservatorship…
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FW@firewill65·
@PeterSchiff As soon as "Too Late" Powell is gone in May, rates will be dropped! The housing refinancing boom will be huge in next couple years. Fannie and Freddie will generate record earnings!
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Peter Schiff
Peter Schiff@PeterSchiff·
As inflation causes homeownership costs to soar, including mortgage rates, insurance, utilities, maintenance, and taxes, real estate prices will crash. The recent collapse in mortgage and refi applications is the tip of the iceberg. What lies beneath is a crisis worse than 2008.
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Michael Hall
Michael Hall@MichaelHal54147·
Bill Ackman correctly called the Net Worth Sweep a power grab, but Robert Bowes exposes it as a premeditated accounting heist. The goal of this post is to highlight the specific GAAP "ASC 740" fraud that manufactured a fake insolvency just before the 50% probability threshold for profitability was crossed. With over 11,000 documents already in the White House’s possession proving this was an illegal seizure, kthe direction of this discussion is clear: we are providing the necessary momentum for President Trump to act as the ultimate champion of justice and liberty. By exposing how the books were cooked to trap the GSEs, we are giving the President the wind in his sails to finally correct this historic wrong. He has the mandate to delete the Senior Preferred Stock (SPS), end the conservatorship, and restore the property rights stolen by the previous administration. This wasn't a rescue; it was a timed theft that President Trump can now reverse to fulfill his promise of draining the swamp and protecting American investors. @pulte @SecScottBessent @BillAckman @POTUS @realDonaldTrump @Robert_B_Bowes (Excellent post here from Ihub account user) Get the word out!
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