Joe1

1.2K posts

Joe1

Joe1

@joe618382

NYC Katılım Nisan 2014
75 Takip Edilen131 Takipçiler
FannieMae is BACK
FannieMae is BACK@YigalBCN·
Congrats & happy birthday to 2 amazing young President Trump cabinet members. The amazing Marco Rubio @SecRubio (no words could describe how amazing he is) and our amazing Bill Pulte @pulte that will go down in the Guiness books once he liberates the Mortgage twins #FNMA & #FMCC
FannieMae is BACK tweet media
Pulte@pulte

Sweet!

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Kong
Kong@The1KenKong·
@JonOksenholt These post have not aged well for @pulte or @realDonaldTrump $fnma $fmcc Why do you think so many are getting so frustrated? Justice delayed is Justice denied. They created big expectations of a return to the nyse … like, LAST year! So I will delay praise for now.
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Jon Oksenholt
Jon Oksenholt@JonOksenholt·
If you are invested in $FMCC $FNMA $FNMAT $FNMAS or $FMCKJ you should consider 3 things that it appears as if many investors/commenters, surprisingly do not know: 1. Patriotism before profits. Bigger national priorities like the war with Iran come first. Resolution is unlikely until those are addressed. 2. Assuming Freddie/Fannie return to a major exchange, the senior liquidation preference is the single biggest variable. Treasury holds a $367.2 billion senior claim 140.2B Freddie plus 227.0B Fannie per the Dec 31 2025 10-K. This sits at the top of the capital stack. Treasury gets paid in full before any junior preferred or common shareholder receives a single penny. Whether this claim is deemed repaid in full forgiven or restructured will have a major impact on the share prices of both commons & JPS as I will demonstrate in a future post. The total valuation of the companies is the other major variable. 3 The government holds warrants for 79.9%. Once exercised (which is nearly certain in any IPO or relisting) existing shareholders own only 20.1%. P.S. If you chose to invest in these companies, pull up your big boy pants & stop whining. @billpulte & others from the administration should not be blamed every time these stocks decline. In my view, he has worked hard to optimize & increase the value of these beautiful businesses for the benefit of the taxpayers, homebuyers, renters & shareholders. Subject to number one above, I believe it’s time to move these gigantic companies onto a major stock exchange. Lastly, you probably should not own these stocks if you believe @FreddieMac / @FannieMae stay in conservatorship forever..
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Neo Sun Tzu
Neo Sun Tzu@neo_tzu53185·
$fnma $fmcc The entire conservatorship is definitely concerning from many perspectives. I lay the lion's share of the blame on three elements: 1. the 2008 financial crisis false narrative Hank Paulson and his allies (many they were) concocted to save Wall Street and the banking system at the expense of Fannie-Freddie-and shareholders; 2. the ensuing Obama net worth sweep, meant to finish the job that the false narrative was either created for or allowed to be started (the destruction of Fannie & Freddie); and finally, 3.) a justice system that is ill-equipped to understand and properly address financial, economic, and political intricacies that are clearly not in their realm of understanding. It took a jury to find the common sense the black robes lacked; however, the award was corruptly constrained from the beginning by the black robes (Lamberth, in particular). All of this backed by a financial establishment that became used to having their cake and eat it too at the expense of Fannie and Freddie. These are the thickest and murkiest of swamps to drain, but I think we are almost there. @pulte @potus @SecScottBessent @TheBurgosGrp @BillAckman @ArgueAlone @nicosintichakis @darren_unruh
MIA 🇺🇸 🇮🇱 🇸🇻@MIA95629998

@neo_tzu53185 @JonOksenholt Appreciate your effort I believe w/ good odds that we see some results (w/ more theft) w/ Trump. I never said I didn't, but what I have been saying: Fact remains, it is THEFT & FRAUD by US Gov for 17½+yrs w/ @pulte , Trump, Bessent & Lutnick complicit in all of it $FNMA $FMCC

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Neo Sun Tzu
Neo Sun Tzu@neo_tzu53185·
$fnma $fmcc As of March 31, 2026 Growth Fund of America reported on their fund page (capitalgroup.com/individual/inv…) holding 72,690,442 shares of Fannie Mae which was down from 88,998,466 shares reported on their NPORT-P filings as of 2/28/2026. The figures for Freddie Mac as of the same dates were 53,256,526 down from 54,406,526. NPORT-P filings are the 13F equivalent filings for mutual funds (sec.gov/Archives/edgar…). We are now at the end of May; it is likely they have further pared back their holdings in the past two months as this would follow the trend they've shown since holding somewhere in the neighborhood of 110 million shares of Fannie last year. @pulte @potus @SecScottBessent @TheBurgosGrp @ArgueAlone @nicosintichakis @BillAckman @michaeljburry @darren_unruh
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Kong
Kong@The1KenKong·
@pulte WOW!!! $fnma $fmcc have been in CONservatorship for ALMOST half your life. You don’t find that very disturbing? It’s very disturbing!!! Extremely disturbing. And it was all done illegally. Happy Birthday!
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Pulte
Pulte@pulte·
Thank you to everyone for their Birthday Wishes! 38 years old! And a Happy Birthday to Marco Rubio and everyone else whose birthday it is! :)
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Jaime Carreno
Jaime Carreno@JaimeCarreno2·
It's a shame that it has almost been a year and half and nothing has been planned out for the exit from conservatorship for $fnma $fmcc no ECR decrease, no timeline, no sps structure update, no uplist, nothing. It seems like all was just talk @pulte
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Neo Sun Tzu
Neo Sun Tzu@neo_tzu53185·
$fnma $fmcc after the house passed the housing bill (HR 6644) they need a conference with the Senate to reconcile and move it along to the president, but you guessed it, the Senate went on recess until June 1st ... until then it's nothing but pro forma sessions ... the continued across the board maddening delays on the U.S. domestic economy benefits no one ... @pulte @potus @realDonaldTrump @SecScottBessent @howardlutnick
The Wall Street Journal@WSJ

Higher prices for construction materials are worsening housing-affordability problems for more Americans on.wsj.com/4wOwGA2

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Joe1
Joe1@joe618382·
Joe1 tweet media
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Thurm
Thurm@World_21m·
🚨 ‘IRAN IS BEGGING TO MAKE A DEAL’- DJT since March. Let’s see and what kind of deal this weekend brings. The time has come to focus on domestic issues/Interest rates here at home. Fannie Mae will come front and center too after settlement. $FNMA
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Alexander Hamilthon
Alexander Hamilthon@xanderhamilthon·
@realDonaldTrump @DirectorPulte @pulte Imagine someone empties your wallet, your bank account, and your safe… then years later hands back a few dollars and the system says, “Congratulations on your huge win.” The sarcasm writes itself. $FNMA $FMCC. End @FHFA conservatorship now!
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