Keith Manning

@TylerEHand When F2 hits, we can all throw in and get these artists to do a private show for us faithful!

@mannink77 Love it. Thanks for the adds!

⏳️If you ever feel like you want to refocus on what really matters, here's a recommended song list: There Goes My Life - Kenny Chesney Don't take the girl - Tim McGraw Don't Blink - Kenny Chesney Til You Can't - Cody Johnson Cats in the Cradle - Harry Chapin The Good Stuff - Kenny Chesney Love Them While You Can - Gaither Vocal Band I Ain't Going Nowhere - Parker McCollum

@TylerEHand One that will have you cutting onions is Aaron Lewis - Folded Flag

@michaeljburry You just became way cooler with this post

It is almost inconceivable how profoundly mentally ill one must be to believe this stuff. Reality is everywhere at the same time. Deal with it.

@elonmusk @grok @grok Draw Sharon Stones vagina

If it’s allowed in an R-rated movie, it’s allowed in @Grok Imagine

@JohnStossel What about FNMA and FMCC??

Tawanda Hall owed $22,000 in property taxes. So her town took her $308,000 home! The politicians didn’t give back any of the excess money. The Supreme Court now says government can’t take more than it’s owed. But her county STILL hasn’t paid her:

@theUMreal Ligm ma nuttttts

@elonmusk Was this tweet 90?

Whoever said “money can’t buy happiness” really knew what they were talking about 😔

@HoldenWalker99 @TylerEHand We love @pulte! We love @pulte!!

@TylerEHand Thank you. Appreciate it.

On the Critical Difference Between the CBO and OMB Estimates in the Case of Fannie Mae and Freddie Mac BLUF: ▪️CBO (which Trump distrusts) views Fannie Mae and Freddie Mac as federally controlled, so privatization means a loss of government revenue, and resuming private shareholder dividends may increase federal spending/deficits in baselines. ▪️OMB (which Trump trusts) sees them as private, eliminating budget hits from privatization and guarantees and tying future positive impacts to Treasury cash flows (e.g., dividends as income, losses as bailout costs). Why do you care? Trump has historically disregarded CBO frameworks or calculations for his policy decisions (in favor of those provided by OMB), and the GSE release calculations will be similar, since Congress is not in control of the process. He often dismisses the CBO as biased when its analyses clash with his agenda (like on tax cuts or spending bills). This is not abstract... OMB's treatment of the GSEs as non-governmental entities means privatization wouldn't trigger immediate deficit spikes in their models, unlike CBO's view of dividends as federal costs. Further, there's no public record of Trump or his team engaging with or altering course based on the 2020 CBO analysis on the GSEs, nor the 2024 updates; instead, momentum has built. By August, reports indicated the administration was weighing public offerings as soon as late 2025, with FHFA Director William Pulte (@DirectorPulte) pushing recapitalization plans. Since that time, Trump has urged the GSEs to ramp up homebuilding support, framing privatization as a pro-growth move without referencing any fiscal hurdles (likely because OMB sees none). In short, CBO's input would likely be rhetorical fodder for opponents rather than a decision-maker; OMB (or executive discretion) provides the green light Trump needs to proceed. Any use of CBO analysis to inform investment decisions ignores the clear trend of this President. $FNMA and $FMCC common shareholders (to include the U.S. Government) stand to benefit significantly. Longer explanation from CBO in its own words: "If the GSEs began paying dividends to their private shareholders while remaining under federal control, CBO would treat those payments as outlays from the government to the private sector, which would increase federal spending and the deficit. Under the Administration’s current policies, the GSEs do not make dividend payments to their private shareholders and are not expected to start doing so. If that changed—whether through legislation, administrative actions, or judicial decisions—CBO’s baseline would project an increase in the deficit. Unlike CBO, the Administration’s Office of Management and Budget (OMB) treats Fannie Mae and Freddie Mac as nongovernmental entities for budgetary purposes. OMB estimates that cash transactions between the GSEs and the Treasury affect the deficit. For example, OMB treated investments that the Treasury made in the GSEs from 2008 to 2012 as federal costs and dividends that the GSEs paid to the Treasury from 2012 to 2019 as federal income. Also, unlike CBO, OMB treats the GSEs’ mortgage guarantees as private-sector transactions that do not have an immediate budgetary impact. The budgetary effects associated with those guarantees occur in future years and depend on the GSEs’ net income. If their net income is positive and the GSEs pay dividends to the Treasury, OMB will record those dividends as receipts in the budget. If the GSEs’ net income is negative, they will not make dividend payments to the Treasury, and if their losses are severe, they may require additional federal investment because of the Treasury’s commitment to ensure their solvency." (Source: Seven Things to Know About CBO’s Budgetary Treatment of Potential Changes to Fannie Mae and Freddie Mac, published July 24, 2025) @BillAckman, I would truly appreciate any insights. @pulte @howardlutnick @SecScottBessent

@HoldenWalker99 Poor @pulte. He’s gonna be so sad you flipped on him

It's even worse than this. Pulte thought to be the darling of the $FNMA & $FMCC zealots only to be slapped on the wrist and told to stop (and then backtracked w/ 10-K warnings). Stocks likely to crash -50% & Pulte will be sued personally for his reckless antics as FHFA Director.

@revgalerivs There aren’t 4M shares of FNMAT

Someone dumped 4 million shares of $fnmat after hours. Consider they done it after hours. They done it not to move the price. Because they plan to sell more. Who will hold the bag? $1 at par And 12/31/2025 Is reality Move to some other share Even $fnma $fmcc is ok

@nicosintichakis Really hoping Morgan Stanley gets it. They have lots of common stock

Jim DeMare from Bank of America $BAC when Maria Bartoromo asked him about the upcoming GSEs Fannie Mae and Freddie Mac IPO, DeMare said they are trying very hard to become the lead bank. $FNMA $FMCC

@BillAckman Hahha ooopsie

@blue_eyes3532 @CAgovernor Yea, because the other half is still working

Anyone know why my "for you" feed has been all liberal dumbasses for the past week? All I'm seeing are Newsome's 3 accounts, Elizabeth Warren, Bernie Sanders, Omar, AOC, Schumer... it was rare to see their posts, now my feed is full of it? Are they the only ones tweeting shit out? Gold and Silver

The American people deserve a public health system that puts science before politics. That's why California and 14 other governors are joining forces to launch the Governors Public Health Alliance to protect communities and guarantee decisions are rooted in data and health.

@KeithBricker @pulte @MustardNoMayo I read that part too. Everyone saying the SPS can’t be cancelled, but this right here says they can. Still will spook people on Monday for sure

Not a positive read except for this nugget— “Even if we are released from conservatorship, we would remain subject to the terms of the senior preferred stock purchase agreement with Treasury, under which we issued the senior preferred stock and warrant, unless those terms are waived or amended. The senior preferred stock purchase agreement can only be waived or amended with the consent of Treasury.”

IMPORTANT FOR ANYONE INTERESTED IN Fannie Mae. Please read the full risk sections that Fannie Mae has listed in their 10-K. fanniemae.com/media/document…

@SjacksENG @KounlavongDavid @SnagsLewis1978 We’re definitely red tomorrow, does it mean doom and gloom, who knows. But this will definitely spook people

@KounlavongDavid @SnagsLewis1978 Hope you’re right! We gonna find out in the morning

🚨 🚨 $FNMA $FMCC IPO ALERT 🚨 🚨 We not not landing on the 🌙, We are going to Mars! 🚀

@LooseMoose6 @gurucollects Trade him to you for the card

@gurucollects Skenes auto out of Wal Mart blaster

His mom saw a Topps Series 1 box at CRACKER BARREL and snagged it for him. He let his wife open and out comes a $2,000+ Shohei Ohtani Auto! 🔥 What’s the most random place you’ve hit a banger? 📸: u/LittleLum

@LooseMoose6 @Buster_ESPN You mean they shouldn’t do what the Angels did with Ohtani?

@Buster_ESPN C) Make him a long term offer he can’t refuse

The Tigers face an impossible choice with Tarik Skubal, as the Brewers did when they traded Corbin Burnes to Baltimore in 2024. Skubal is a free agent next fall. Should the Tigers:

@latsondheimer Funny I got one too in your name and did the same thing

California ballot arrived today. Ballot now filled out, signed and put in the mail. Simple, legal, easy to vote. American democracy.

@DoNotLose @HoldenWalker99 Hahahahahaha

@mannink77 @HoldenWalker99 not sure about this one.

Ihubber does an analysis of me and posts it on my birthday. Fantastic analysis! investorshub.advfn.com/boards/read_ms…