@HoldenWalker99 Avatar @HoldenWalker99 Holden Walker

Holden Walker posts on X about $fnma, $fmcc, $fnmas, $fmckj the most. They currently have [---] followers and [---] posts still getting attention that total [---] engagements in the last [--] hours.

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Social Influence

Social category influence finance 24.04% exchanges 2.88% technology brands 0.96% countries 0.96%

Social topic influence $fnma #27, $fmcc #20, $fnmas #2, $fmckj #2, in the 5.77%, ipo 5.77%, $fnmat 4.81%, $1t 3.85%, white house 2.88%, bullish 2.88%

Top accounts mentioned or mentioned by @velvetandblue @billackman @pulte @f2commonsense @midas79_ @horsemancountry @final_boss79 @secscottbessent @midas79 @mamieashburn @usnavycmdr @toad1212 @donotlose @thenakedtuna @world21m @georgerudawski @ykytes @keithheary92 @realdonaldtrump @alecmazo

Top assets mentioned Flagstar Financial, Inc. (FLG)

Top Social Posts

Top posts by engagements in the last [--] hours

"The Pershing Square solution for Fannie and Freddie does little but reward $FNMA and $FMCC shareholders. It's a silly half-baked idea promoted only by zealot common shareholders and their leader @BillAckman. Pershing Square has been quiet since early January but today's investor update confirms the take has not changed - https://t.co/GyHdpLaEPr $FNMA $FNMAS $FMCC $FMCKP https://t.co/pkCsOHr29k Pershing Square has been quiet since early January but today's investor update confirms the take has not changed - https://t.co/GyHdpLaEPr $FNMA $FNMAS $FMCC $FMCKP https://t.co/pkCsOHr29k"
X Link 2026-02-12T13:36Z [---] followers, [----] engagements

"Like YTD price action this ahead of an allegedly imminent crystallization event is also interesting. Unrelated to GSE reform Work done Disagrees with approach - wants out ahead of lower ERCF and GSE scope creep or no end to conservatorship 🤔 $FNMA $FMCC $FNMAS $FMCKJ Some job news appreciate the support of Commissioners Atkins Peirce & Uyedaalso appreciative of all my White House friends for the past year of accomplishments https://t.co/VY7iJpzHrD Some job news appreciate the support of Commissioners Atkins Peirce & Uyedaalso appreciative of all my White House friends for the past year of"
X Link 2026-02-02T13:37Z [---] followers, [----] engagements

"Joe Otting in the news Throwback to 7() years ago: In the next TWO to four WEEKS youre going to see communication that comes out of the White House and Treasury that really sets a direction for what the future of housing will be in the U.S. $FNMA $FMCC $FNMAS $FMCKJ Flagstar claws back to profitability after slashing multifamily #CRE exposure https://t.co/KIqEXweY78 Like we said and we own it. $FLG Flagstar claws back to profitability after slashing multifamily #CRE exposure https://t.co/KIqEXweY78 Like we said and we own it. $FLG"
X Link 2026-02-03T13:31Z [---] followers, [----] engagements

"We won't be able to confirm until May [--] if the YTD drawdown in $FNMA $FMCC $FNMAS $FMCKJ etc. was caused by rumored institutional or something else (w/ or w/o an inside scoop). and by then we could be +/- 50% from today's prices. #YOLO"
X Link 2026-02-03T18:23Z [---] followers, [----] engagements

""Something else" = because Treasury can't get $500B IPO valuation to be made whole they'll convert SPS into 99.9% of the $FNMA and $FMCC common equity keep GSEs in conservatorship for a while longer and sell down (i.e. "IPO") to 95% when earnings and valuation improve. @pulte 🤔 What is Trump considering "something else" https://t.co/s5cJVWTbuW @pulte 🤔 What is Trump considering "something else" https://t.co/s5cJVWTbuW"
X Link 2026-02-03T22:41Z [---] followers, [----] engagements

"Or status quo because Bessent is unsure and the GSEs are worth more as a policy tool than a few hundred billion in the short term. and revisit later in Trump [---]. maybe. ☠ $FNMA $FMCC"
X Link 2026-02-03T22:41Z [---] followers, [---] engagements

"@philbarrere @usnavycmdr @pulte Why would Treasury stop at 79.9% and not "collect dividends and capital appreciation" at 99.9% of $FNMA and $FMCC"
X Link 2026-02-03T22:44Z [---] followers, [---] engagements

"BESSENT BUMP FINALLY $FNMA $FMCC $FNMAS $FMCKJ BESSENT SAYS HINTS AT EVENTUAL FANNIE-FREDDIE CONSERVATORSHIP END BESSENT SAYS HINTS AT EVENTUAL FANNIE-FREDDIE CONSERVATORSHIP END"
X Link 2026-02-04T17:13Z [---] followers, [----] engagements

"Among the most bullish things the Treasury Secretary has said since "we're going to get them out of conservatorship and we're going to do it reasonably fast" (which was Mnuchin almost a decade ago). 🤦♂ $FNMA $FMCC $FNMAS $FMCKJ $FNMA $FMCC Full exchange between Treasury Secretary Scott Bessent and Jim Himes today regarding Fannie Mae and Freddie Mac in front of the House Financial Services Committee. Bessent when pressed by Himes on what we should be doing with the GSEs now. "It is a very https://t.co/ZaMVjiW2AB $FNMA $FMCC Full exchange between Treasury Secretary Scott Bessent and Jim Himes"
X Link 2026-02-04T17:56Z [---] followers, [----] engagements

"@Toad1212 @thenakedtuna @DoNotLose He said that the housing affordability issue was complicated and the solutions were lower mortgage rates of course and then voluntarily added the eventual release of Fannie and Freddie and lower spreads. I'm a little biased sure but it's not as bleak as you're implying"
X Link 2026-02-04T18:44Z [---] followers, [--] engagements

"Instead of timeout this time they told @pulte to stop being an asshole get back on TV and read the script. $FNMA $FMCC $FNMAS $FMCKJ https://x.com/pulte/status/2019143147612434555s=20 .@pulte is back in timeout again but finally taking some time to reflect. too little too late $FNMA $FMCC $FNMAS $FMCKJ https://t.co/c8hlgKt6bJ https://x.com/pulte/status/2019143147612434555s=20 .@pulte is back in timeout again but finally taking some time to reflect. too little too late $FNMA $FMCC $FNMAS $FMCKJ https://t.co/c8hlgKt6bJ"
X Link 2026-02-04T20:20Z [---] followers, [----] engagements

"#YOLO $FNMA $FMCC @InvestIt3 wind-down receivership or restructuring is not happening so capital structure means NOTHING @InvestIt3 wind-down receivership or restructuring is not happening so capital structure means NOTHING"
X Link 2026-02-05T13:27Z [---] followers, [----] engagements

"@HorsemanCountry @SecScottBessent Did you listen to the clip He clearly describes why Fannie and Freddie are not in compliance for example because Pulte named himself Chairman of both Boards of Directors"
X Link 2026-02-05T19:43Z [---] followers, [---] engagements

"Reset the counter @pulte $FNMA $FMCC $FNMAS $FMCKJ $FNMA $FMCC Exchange today in the SBC hearing between Senator Jack Reed and @SecScottBessent on Fannie Mae & Freddie Mac. Reed: "Under the Director Mr. Pulte these taxpayer owned assets are not in compliance with the law or stock exchange listing standards." What say you https://t.co/m601I17XYW $FNMA $FMCC Exchange today in the SBC hearing between Senator Jack Reed and @SecScottBessent on Fannie Mae & Freddie Mac. Reed: "Under the Director Mr. Pulte these taxpayer owned assets are not in compliance with the law or stock exchange listing"
X Link 2026-02-05T19:45Z [---] followers, [----] engagements

"@DanielSyck @HorsemanCountry Senator Reed was saying that Treasury owns senior preferred stock and warrants which everyone knows. yet most $FNMA and $FMCC common shareholders think that Treasury is just going to walk away from their senior preferred stock and everyone else in the world doesn't"
X Link 2026-02-05T20:32Z [---] followers, [---] engagements

"@Snarkytrashpan2 @pulte There's only one option that pays $FNMA and $FMCC common shareholders and that's forgiveness of SPS and exercise of only the warrants. Every other option is no bueno so "all options are on the table" means trouble"
X Link 2026-02-06T17:57Z [---] followers, [---] engagements

"@DoNotLose Doesn't matter what he supports"
X Link 2026-02-10T17:04Z [---] followers, [---] engagements

"We do not want Congress involved. It's more likely that they muck this up w/ a long timeline & codifying existing ERCF & higher CRT than something like irrevocably mandating release & setting an explicit guarantee. Fortunately 0% chance of passing. $FNMA $FMCC $FNMAS $FMCKJ $FNMA $FMCC Enjoy [--] massively encouraging sound bites during Scott Fitzgeralds time today at the sub committee hearing. Remarks centered around Fannie Mae & Freddie Mac exiting conservatorship & stock price consideration post exit are music to shareholders' ears. Tick tock. https://t.co/wuZuprGdc0 $FNMA $FMCC Enjoy 2"
X Link 2026-02-12T13:09Z [---] followers, [----] engagements

"@HorsemanCountry You need to get your head checked if you think that introducing legislation is "massively encouraging.""
X Link 2026-02-12T13:10Z [---] followers, [---] engagements

"@GeorgeRudawski @bobby052080 Please use . 😉 Also hopefully this draft bill gets stalled (or better yet preempted by administrative action) before it even reaches the Committee"
X Link 2026-02-12T13:23Z [---] followers, [--] engagements

"More than six months later still nothing from Bessent or Pulte or anyone in the administration related to "working with Congress" on GSE reform. A soundbite from Rep. Fitzgerald shouldn't change that. We'll see. $FNMA $FMCC $FNMAS $FMCKJ During Trump [---] Calabria warned Mnuchin that Congress was unlikely to act but Mnuchin wanted to try. I'm sure Treasury & FHFA learned their lesson for what to do in Trump [---] so unless Bessent or Pulte say "work with Congress on GSE release plans" absolutely nothing about During Trump [---] Calabria warned Mnuchin that Congress was unlikely to act but Mnuchin"
X Link 2026-02-12T13:29Z [---] followers, [----] engagements

"@Final_Boss79 @BillAckman I didn't call him a zealot. But he is just a salesman talking his book"
X Link 2026-02-12T15:58Z [---] followers, [---] engagements

"@F2commonSense @BillAckman If I were POTUS I would convert the SPS and maximize Treasury's percentage stake in $FNMA and $FMCC"
X Link 2026-02-12T16:37Z [---] followers, [---] engagements

"@ykytes @HorsemanCountry @BillAckman The poor Pershing Square investors GTFOOH"
X Link 2026-02-12T16:55Z [---] followers, [--] engagements

"@velvetandblue @F2commonSense @BillAckman Does ROE matter if you own 99.9% of equity Dilutes value for existing shareholders sure"
X Link 2026-02-12T18:03Z [---] followers, [---] engagements

"AIG didn't have an issue doing this. Also Treasury may want to hold 94.9% long-term (sell "3-5%" to get from 99.9% to 95% to more easily avoid consolidation). This would allow them to benefit from higher earnings driven by their increase retained portfolio balances and higher valuation once the public sees how the government treats Fannie and Freddie outside of conservatorship. https://twitter.com/i/web/status/2022010927613145420 https://twitter.com/i/web/status/2022010927613145420"
X Link 2026-02-12T18:12Z [---] followers, [--] engagements

"@velvetandblue @midas79_ @F2commonSense @BillAckman Someone you should already know and follow if you're an investor in Fannie and Freddie equities"
X Link 2026-02-12T18:32Z [---] followers, [--] engagements

"@velvetandblue @midas79_ @F2commonSense @BillAckman You're assuming a fire sale of Treasury's equity. All signs point to long-term ownership so 99.9% equity ownership gets them 99.9% of the common dividend payout whether the share price is -50% or -90%. Over time they can manage valuation if they choose to sell"
X Link 2026-02-12T18:35Z [---] followers, [---] engagements

"@keithheary92 @realDonaldTrump Nothing to do with the OTC young man"
X Link 2026-02-12T20:38Z [---] followers, [---] engagements

"🎇GSE BIG BANG🎇 could be sooner than expected w/o a need for new capital. Just clean up the capital structure - which could happen tomorrow - and start paying dividends once FHFA ERCF rule revised thereafter. End of summer surprise Why isnt @pulte telling us Frankly the businesses dont need more capital Plastered all over my newsfeed Thats the statement of the week for sure and its only Monday @DoNotLose @midas79_ @Alec_Mazo @BillAckman @bryndonfisher Why isnt @pulte telling us Frankly the businesses dont need more capital Plastered all over my newsfeed Thats the statement of the week for"
X Link 2025-06-03T01:12Z [---] followers, [----] engagements

"@pulte Congress isn't going to do anything. Talk to Calabria and don't let Bessent make the same mistake that Mnuchin did to give Congress a shot at reform. Proceed with administrative action as quickly as possible"
X Link 2025-07-22T21:33Z [---] followers, [----] engagements

"Sold some $FNMAS (10% of total Fannie and Freddie JPS position) at 70%+ of par. Feels like time to bank a win"
X Link 2025-08-11T14:08Z [---] followers, [----] engagements

"Jonathan McKernan has been confirmed by the U.S. Senate to serve as the Undersecretary of Domestic Finance at the U.S. Department of the Treasury. $FNMA $FMCC $FNMAS $fMCKJ Practically significant as McKernan may now act as an official on behalf of Treasury (vs. just an advisor). With broad GSE experience at Treasury & FHFA in Trump [---] he can directly help Bessent advance the agenda. $FNMA $FMCC $FNMAS $FMCKJ More here. https://t.co/Nny590zSZ7 Practically significant as McKernan may now act as an official on behalf of Treasury (vs. just an advisor). With broad GSE experience at Treasury &"
X Link 2025-10-03T18:13Z [---] followers, [----] engagements

"@midas79_ @velvetandblue @F2commonSense @BillAckman Can anyone come up with a good reason how this 2.5%-6% off 79.9% makes sense Isn't a 20.1% public float enough to get a solid mark to market What does another 2.5%-6% do It then seems obvious that 2.5%-6% would come off a Treasury stake of $FNMA & $FMCC in the high-90% range"
X Link 2026-02-12T18:14Z [---] followers, [---] engagements

"Can be true without addressing the release of Fannie & Freddie from conservatorship. Look at the 'Housing for the 21st Century Act' = 200+ pages & it includes NOTHING relevant to $FNMA $FMCC $FNMAS $FMCKJ etc. shareholders. Housing DOES NOT NECESSARILY EQUAL Fannie & Freddie. US TREASURY SECRETARY BESSENT SAYS TRUMP IS LASER-FOCUSED ON THE HOUSING MARKET US TREASURY SECRETARY BESSENT SAYS TRUMP IS LASER-FOCUSED ON THE HOUSING MARKET"
X Link 2026-02-12T20:22Z [---] followers, [----] engagements

"@F2commonSense @midas79_ @velvetandblue @BillAckman Maybe that's it but $500B to $1T+ valuations are nuts"
X Link 2026-02-13T13:59Z [---] followers, [--] engagements

"FHFA just filed in the DC Circuit: "shareholders seek a windfall for a loss they never actually suffered based on expectations the law does not recognize under a theory the law does not permit." And you think they care about litigation w/ SPS conversion $FNMA $FMCC Shareholders have lost every case over the last decade except one where a measly $600M was awarded nowhere near what was sought. Adding litigation "insurance" to your GSE investment thesis is likely to be a painful & fruitless loser. Sad but true. $FNMA $FMCC $FNMAS $FMCKJ Shareholders have lost every case over the last decade"
X Link 2025-09-13T17:45Z [---] followers, [----] engagements

"What if the "deal" is between Treasury and JPS shareholders to split the $FNMA and $FMCC common equity $350B SPS+LP/$33B or 91%/9% at $0.01 conversion. At $300B "IPO" both get a haircut to 80% and existing common at $0.01 Beginning to think that this is a real possibility. Lutnik - " A DEAL WILL BE STRUCK " 🚀🚀🚀 https://t.co/wBPwPlCO5i Lutnik - " A DEAL WILL BE STRUCK " 🚀🚀🚀 https://t.co/wBPwPlCO5i"
X Link 2025-09-14T20:09Z [---] followers, [----] engagements

"@BillAckman @howardlutnick If $FNMA and $FMCC shareholders get wiped out it'll be funny to see you as both a plaintiff against the government and defendant against common shareholders. The amicus briefs will be glorious"
X Link 2025-09-15T15:09Z [---] followers, [----] engagements

"@pulte rElEaSe ThE dOcUmEnTs AnD $FNMA aNd $FMCC WiLl MOOOOOOOOOON 🚀🚀🚀🚀🚀"
X Link 2025-09-15T19:58Z [---] followers, [----] engagements

"Cant risk any slip ups from Pulte with 🎇GSE BIG BANG🎇 coming in TWO WEEKS $FNMA $FMCC $FNMAS $FMCKJ FHFA Director Bill Pulte has canceled an appearance scheduled for this Wednesday at the Exchequer Club per this notice sent out to members a few minutes ago https://t.co/qLiyMFhtKO FHFA Director Bill Pulte has canceled an appearance scheduled for this Wednesday at the Exchequer Club per this notice sent out to members a few minutes ago https://t.co/qLiyMFhtKO"
X Link 2025-09-16T00:03Z [---] followers, [----] engagements

"Add another veteran of the GSE saga David Metzner of ACG Analytics to the list of people in the camp with Josh and Tim. $FNMA $FMCC $FNMAS $FMCKJ Many who have followed Fannie & Freddie for 10+ years agree that Ackman's thesis is (irresponsibly) "blue sky" & SPS (+LP) likely will be converted to $FNMA & $FMCC common equity. Maybe they're wrong jaded by history and/or not up w/ 🚀 investing strategies. Maybe not. Many who have followed Fannie & Freddie for 10+ years agree that Ackman's thesis is (irresponsibly) "blue sky" & SPS (+LP) likely will be converted to $FNMA & $FMCC common equity."
X Link 2025-09-18T11:43Z [---] followers, [----] engagements

"You were the exit liquidity. Now. $FNMA $FMCC"
X Link 2025-09-22T14:45Z [---] followers, [----] engagements

"@usnavycmdr 🚀🚀🚀🚀🚀 $FNMA $FMCC 🚀🚀🚀🚀🚀"
X Link 2025-09-23T20:24Z [---] followers, [----] engagements

"Great American Mortgage Corporations is a major change from the previous Great American Mortgage Corporation. No merger (obviously as it was illegal under current law). Just branding $FNMA $FMCC $FNMAS $FMCKJ"
X Link 2025-09-29T12:34Z [---] followers, [----] engagements

"Running a Fannie and Freddie ad on TV is a bit odd but the timing may support the "MTM 9/30 Theory" and soon showcasing the value to taxpayers. SPS+LP+Warrants marked at $450B+ on 9/30/25 $FNMA $FMCC $FNMAS $FMCKJ"
X Link 2025-09-29T12:50Z [---] followers, [----] engagements

"As soon as 4:01 PM EST today the administration may announce how they intend to get compensated for their investments in Fannie & Freddie which starts the clock for price discovery ahead of the PSPA amendment which may convert SPS+LP at 20-day VWAP for $FNMA & $FMCC"
X Link 2025-09-30T14:25Z [---] followers, [----] engagements

"Practically significant as McKernan may now act as an official on behalf of Treasury (vs. just an advisor). With broad GSE experience at Treasury & FHFA in Trump [---] he can directly help Bessent advance the agenda. $FNMA $FMCC $FNMAS $FMCKJ More here. https://x.com/HoldenWalker99/status/1944751598632120410 McKernan $FNMA #FANNIEGATE https://x.com/HoldenWalker99/status/1944751598632120410 McKernan $FNMA #FANNIEGATE"
X Link 2025-10-02T11:47Z [---] followers, [----] engagements

"I pocketed this 5% so I'm now 20% sold off. Balance is in split 6% illiquid series ($25 & $50) which I will hold long-term until resolution and $FNMAS $FMCKJ & $FNMAJ which I may look to trim a bit more at 75%+ of par (another +10%). No $FNMA or $FMCC position. @midas79_ Thanks. I don't trade much but flipped $FNMAT to $FNMAJ yesterday/today to capture that 5%. I still like $FNMAS & $FMCKJ but the sweet spot for everything else seems to be 6% for par if outstanding (or a little higher banking on call w/ no good reason to own $FNMAT anymore). @midas79_ Thanks. I don't trade much but flipped"
X Link 2025-10-06T10:43Z [---] followers, [----] engagements

"I was just thinking - "I wonder what Jim Parrott thinks about the GSEs these day" - so thank you for sharing"
X Link 2025-10-07T23:46Z [---] followers, [---] engagements

"Trump posts that Fannie and Freddie are worth $1T. Pulte posts that people should read 10-K filings. $FNMA and $FMCC -5%. Freefall from $15 continues. A lot of confused shareholders. Some finally getting it. Others never will"
X Link 2025-10-13T20:06Z [---] followers, 13.7K engagements

"Has a Chairman of a public company ever publicly encouraged people to read the risk disclosures of their company's 10-K Outside of concrete news on developments I can't think of a worse red flag after pumping valuation for months. Market seems to agree. $FNMA $FMCC IMPORTANT FOR ANYONE INTERESTED IN Freddie Mac. Please read the risks that Freddie Mac has in their 10-K. https://t.co/cllzRB8J37 IMPORTANT FOR ANYONE INTERESTED IN Freddie Mac. Please read the risks that Freddie Mac has in their 10-K. https://t.co/cllzRB8J37"
X Link 2025-10-14T16:15Z [---] followers, [----] engagements

"Pulte was 6+ months late to file this for $FNMA as required by the SEC and only did so because a journalist called him out on it. 🤦♂ "The attack dog targeting Trump opponents over their paperwork hasnt even filed his own" via @MotherJones https://motherjones.com/politics/2025/10/bill-pulte-lisa-cook-letitia-james-fannie-mae-disclosure-sec/ https://motherjones.com/politics/2025/10/bill-pulte-lisa-cook-letitia-james-fannie-mae-disclosure-sec/"
X Link 2025-10-14T21:13Z [---] followers, [----] engagements

"Remarkably bearish from @BillAckman. $FNMA and $FMCC down 5%+ from session highs & worsening after his post. I think he's going to use the FHFA public comments as a screening tool for roles for his upcoming 'Betting on Moon' documentary on Fannie & Freddie common shareholders. The FHFA is seeking public input on its strategic plan which includes its oversight of Fannie Mae and Freddie Mac (F2) and their conservatorship. In particular I encourage F2 shareholders to express their views on how the exit from conservatorship should be handled by the The FHFA is seeking public input on its"
X Link 2025-10-16T16:29Z [---] followers, [----] engagements

".@BillAckman rally cry causes @FHFA website to crash after millions of $FNMA and $FMCC shareholders flood the site to drop comments on the strategic plan"
X Link 2025-10-16T21:29Z [---] followers, [----] engagements

"🚨Beware of Nico Fakenewsopolis🚨 The deleted post was from @carney who regularly deletes. @rcwhalen's post on "massive dilution" from over two months ago is still out there: @pulte is mad about credit score politics not this. $FNMA $FMCC https://x.com/rcwhalen/status/1954888584219210169 https://x.com/rcwhalen/status/1954888584219210169"
X Link 2025-10-20T11:49Z [---] followers, [----] engagements

"@RickNagra Nothing says 🚀GET READY FOR IPO🚀 like firing the long-time CEO promoting the COO as acting CEO and starting a search for a permanent CEO. $FNMA"
X Link 2025-10-22T21:15Z [---] followers, [----] engagements

".@pulte after seeing "General Counsel" show up on his caller ID immediately after ending another interview. $FNMA $FMCC I was speaking of being bullish on AWS and the cloud companies. I never - and wont - advise anyone to invest in Fannie and Freddie. Anyone investing in Fannie and Freddie securities should be aware of the risks including but not limited to the risks in their 10Ks. Thank you I was speaking of being bullish on AWS and the cloud companies. I never - and wont - advise anyone to invest in Fannie and Freddie. Anyone investing in Fannie and Freddie securities should be aware of the"
X Link 2025-10-29T18:00Z [---] followers, [----] engagements

"🚨Beware of Nico Fakenewsopolis🚨 @pulte did not say this Knowingly making and/or distributing false or misleading statements is illegal under US Securities law and doing it on @X is wire fraud. @SECGov @FBI @TheJusticeDept @FHFA @FannieMae @FreddieMac $FNMA $FMCC"
X Link 2025-10-30T12:31Z [---] followers, 95.8K engagements

".@pulte doing his best to screw up Fannie and Freddie's release from conservatorship. @SecScottBessent where you at $FNMA $FMCC $FNMAS $FMCKJ https://www.youtube.com/watchv=8Ya-hoIum3M https://www.youtube.com/watchv=8Ya-hoIum3M"
X Link 2025-11-11T15:46Z [---] followers, 10.8K engagements

"Holding cash. I'd increase my JPS position again if $FNMAS $FMCKJ $FNMAT touch closer to 50% of par on no news leading into the BESSENT BUMP. There's meat on the bone at those prices. Maybe even look at $FNMA and $FMCC if they touch $4. Trimmed more recently to be 50% sold off. Good enough. Of what's left (75/25 $FNMAS $FMCKJ / illiquid $50s) will hold most to end but look to trim some $FNMAS $FMCKJ @ 75% of par if the BESSENT BUMPdelivers or if no action by the end of Q4. Have a plan. $FNMA $FMCC Trimmed more recently to be 50% sold off. Good enough. Of what's left (75/25 $FNMAS $FMCKJ /"
X Link 2025-11-13T15:58Z [---] followers, [----] engagements

"Fannie and Freddie zealots and dreamers excited for payday tomorrow so they can "buy the dip" and add [--] shares each of $FNMA and $FMCC to 10X+. 🎁🎁🎁🎁🎁-🚀🚀🚀🚀🚀"
X Link 2025-11-13T16:13Z [---] followers, [----] engagements

".@pulte cannot stay on as FHFA Director. Whatever bank Treasury selects will recommend this as no one is investing in these companies with Pulte as regulator. @MarkCalabria is an obvious and steady choice but comes with strict capital requirements. $FNMA $FMCC $FNMAS $FMCKJ Bill Pulte continues to do stupid Bill Pulte sht: @Pulte allegedly directed potentially illegal collusion between rival companies Fannie Mae and Freddie Mac. When Fannie's compliance team uncovered it Pulte had ALL those compliance people fired. $FNMA $FMCC https://t.co/Tg8pEq06sA Bill Pulte continues to do stupid Bill"
X Link 2025-11-14T13:02Z [---] followers, 11.4K engagements

".@pulte is back in timeout again but finally taking some time to reflect. too little too late $FNMA $FMCC $FNMAS $FMCKJ"
X Link 2025-11-14T17:16Z [---] followers, [----] engagements

"Ackman's plan is basically the X/iHub/Reddit/etc. $FNMA & $FMCC common shareholder rally cry: "just deem SPS repaid & uplist" I expect this from @usnavycmdr et al but more from Ackman/Pershing who now argue release is disruptive so "do no harm" Please. Do it or don't. The government is better off keeping the GSEs in conservatorship than adopting this half-baked "do no harm to common" plan. If it was a viable option Mnuchin/Calabria would have done it in Trump [---]. Ackman knows the plan for the 🎇GSE BIG BANG🎇 is bad for $FNMA & $FMCC. The government is better off keeping the GSEs in"
X Link 2025-11-18T19:12Z [---] followers, [----] engagements

"@huskerff @usnavycmdr Glad I sold a bunch of $FNMAS and $FMCKJ at 70% of par. I'll buy more at 50%. Holding rest. "Time kills all deals" and we're closing in on a deadline of action (i.e. end of 2025) that if missed may result in "after midterm" treatment"
X Link 2025-11-18T20:59Z [---] followers, [---] engagements

"Good section on "GSEs." $FNMA $FMCC $FNMAS $FMCKJ It is certainly possible that I arrived at this newsletter for some innocuous reason. https://t.co/dJniVSL20T It is certainly possible that I arrived at this newsletter for some innocuous reason. https://t.co/dJniVSL20T"
X Link 2025-11-18T21:01Z [---] followers, [----] engagements

"@high52weeks @Mnuchindilutio1 @aerokinetic @Led_Zephyr_ @BillAckman @POTUS @RandPaul @SecScottBessent @realDonaldTrump The GSE litigation thesis is dead after SCOTUS. Old claims new claims etc. Holding onto it will only result in long-term disappointment and pain. Some major shareholders and former litigants don't even own JPS anymore. It's D-E-A-D. $FNMA $FMCC $FNMAS $FMCKJ"
X Link 2025-11-19T18:59Z [---] followers, [---] engagements

"More likely to happen first for Fannie and Freddie junior preferred shares BESSENT BUMP +10% on commitment to next steps in GSE release process or PULTE PLUNGE -10% on continued idiocy and/or resignation $FNMA $FMCC $FNMAS $FMCKJ BESSENT BUMP PULTE PLUNGE iLiQuId JpS tO zErO BESSENT BUMP PULTE PLUNGE iLiQuId JpS tO zErO"
X Link 2025-11-20T21:53Z [---] followers, [----] engagements

"PULTE PLUNGE If $FNMAS and $FMCKJ get to 50% of par that's appealing to me for a re-up. I'd also consider [--] share of each $FNMA and $FMCC at $4"
X Link 2025-11-21T16:30Z [---] followers, [----] engagements

"BESSENT BUMP in [--]. [--]. [--]. just kidding. TWO WEEKS. $FNMA $FMCC $FNMAS $FMCKJ THE AMERICAN DREAM (TS: [--] Nov 13:52 ET) https://t.co/soeAsevcJA THE AMERICAN DREAM (TS: [--] Nov 13:52 ET) https://t.co/soeAsevcJA"
X Link 2025-11-21T19:50Z [---] followers, [----] engagements

"Added a bit of $FNMAT anticipating the BESSENT BUMP now that POTUS posted about Fannie and Freddie again and may want to deliver some progress in "November 2025" to somewhat align to that stupid Pulte meme. That said still prepared to keep waiting TWO WEEKS"
X Link 2025-11-24T15:16Z [---] followers, [----] engagements

".@howardlutnick: Bearish: "I would like to see that IPO sooner than later but this is a full administration discussing it." @SecScottBessent key stakeholder not ready yet Bullish: "I'll leave that to the announcement later on." Decision made $FNMA $FMCC $FNMAS $FMCKJ"
X Link 2025-12-03T19:12Z [---] followers, [----] engagements

""Pulte is in the 'quiet period' ahead of IPO" No he's under multiple investigations for being a reckless idiot and was explicitly told to STFU before he digs himself into a deeper hole. $FNMA $FMCC $FNMAS $FMCKJ"
X Link 2025-12-04T18:34Z [---] followers, [----] engagements

"BESSENT BUMP fail and he even killed TWO WEEKS 😿 See you next year sometime maybe $FNMA $FMCC $FNMAS $FMCKJ"
X Link 2025-12-16T14:11Z [---] followers, [----] engagements

"mOrE tImE tO lOaD uP $FNMA $FMCC $FNMAS $FMCKJ"
X Link 2025-12-16T14:15Z [---] followers, [----] engagements

"Q4 [----] all over again - set up for imminent action yet off the highs (but it was much worse leading into 1/14/21 LA given Trump [---] end). 🤔 As always just enough to keep one interested a little longer. Q1 [----] is the new Q4 [----] 😼 TWO WEEKS $FNMA $FMCC $FNMAS $FMCKJ Reasonable but a little more patient than I am. Given comments to date if we don't hear from Bessent by the end of the year concern is warranted. I'm looking at Q4 [----] like Q4 [----]. Reasonable but a little more patient than I am. Given comments to date if we don't hear from Bessent by the end of the year concern is warranted."
X Link 2025-12-19T14:13Z [---] followers, [----] engagements

"@seaurchincevice I hope so but I'm reminded of something that someone said to me back in Q4 2020: "price action isn't lining up to a favorable outcome." $FNMAS at 60% of par [--] months from IPO"
X Link 2025-12-19T18:45Z [---] followers, [---] engagements

"TWO WEEKS is the only reliable timeline that continues to stand the test of time. $FNMA $FMCC $FNMAS $FMCKJ 🚨It is very possible Venezuela has stolen the Thunder of the immediate housing actions including Fannie Mae and Freddie Mac for this week. As weve seen in the past the Trump Admin is doing many things at the same time here. Monitoring the situation. This does not change the 🚨It is very possible Venezuela has stolen the Thunder of the immediate housing actions including Fannie Mae and Freddie Mac for this week. As weve seen in the past the Trump Admin is doing many things at the same"
X Link 2026-01-06T16:32Z [---] followers, [----] engagements

"TWO WEEKS TOLD YOU $FNMA $FMCC $FNMAS $FMCKJ https://t.co/affFMKASkq https://t.co/affFMKASkq"
X Link 2026-01-07T19:25Z [---] followers, [----] engagements

"$FNMAS $FMCKJ $FNMAT etc. may be attractive here but for the fact that the price action absolutely stinks heading into an allegedly imminent crystallization event. That said I started buying a bit in my wife's and kids' accounts. Maybe we get lucky. #YOLO PULTE PLUNGE If $FNMAS and $FMCKJ get to 50% of par that's appealing to me for a re-up. I'd also consider [--] share of each $FNMA and $FMCC at $4. PULTE PLUNGE If $FNMAS and $FMCKJ get to 50% of par that's appealing to me for a re-up. I'd also consider [--] share of each $FNMA and $FMCC at $4"
X Link 2026-01-16T13:38Z [---] followers, [----] engagements

"I have low expectations heading into Davos. Most likely no mention relevant to shareholders. At best "we're also looking at Fannie & Freddie." "We're going to privatize Fannie & Freddie and get $1T for the American people" seems like a pipedream. 🤷♂ $FNMA $FMCC $FNMAS $FMCKJ"
X Link 2026-01-16T13:51Z [---] followers, [----] engagements

"@Toad1212 @World_21m @DoNotLose @thenakedtuna Glen has at least 6-7 more years of victory laps in him"
X Link 2026-01-19T17:16Z [---] followers, [---] engagements

"@World_21m $FNMAS not $FMNAS"
X Link 2026-01-20T17:19Z [---] followers, [---] engagements

""Are we there yet" "No." "Are we there yet" "No." "Are we there yet" "No." "Are we there yet" "No." "Are we there yet" "No." "Are we there yet" "No." "Are we there yet" "No." "Are we there yet" "No." "Are we there yet" "TWO WEEKS." $FNMA $FMCC $FNMAS $FMCKJ 🚨Holy Shit. ARE YOU READY 👀 $FNMA $FMCC $FNMAA https://t.co/eltGzuyzZs 🚨Holy Shit. ARE YOU READY 👀 $FNMA $FMCC $FNMAA https://t.co/eltGzuyzZs"
X Link 2026-01-21T12:53Z [---] followers, [----] engagements

"As expected Trump's Davos speech was yet another nothingburger. TWO WEEKS $FNMA $FMCC $FNMAS $FMCKJ I have low expectations heading into Davos. Most likely no mention relevant to shareholders. At best "we're also looking at Fannie & Freddie." "We're going to privatize Fannie & Freddie and get $1T for the American people" seems like a pipedream. 🤷♂ $FNMA $FMCC $FNMAS $FMCKJ I have low expectations heading into Davos. Most likely no mention relevant to shareholders. At best "we're also looking at Fannie & Freddie." "We're going to privatize Fannie & Freddie and get $1T for the American people""
X Link 2026-01-21T14:32Z [---] followers, [----] engagements

"TWO MONTHS $FNMA $FMCC $FNMAS $FMCKJ https://t.co/eteIeadQuJ https://t.co/eteIeadQuJ"
X Link 2026-01-21T14:47Z [---] followers, [----] engagements

"Moderately interesting. for those wanting a source: $FNMA $FMCC $FNMAS $FMCKJ https://www.fanniemae.com/about-us/corporate-governance/board-committee-charters $fnma #fanniegate whoahhhh https://t.co/CZmOfQrk5r https://www.fanniemae.com/about-us/corporate-governance/board-committee-charters $fnma #fanniegate whoahhhh https://t.co/CZmOfQrk5r"
X Link 2026-01-21T16:18Z [---] followers, 25K engagements

"NYSE Listed Company Manual Section 303A has been referenced regularly in Fannie and Freddie filings for years. With no changes to the regulations since [----] however it's interesting that Fannie chose to add this in January [----]. Coincidence $FNMA $FMCC $FNMAS $FMCKJ Moderately interesting. for those wanting a source: https://t.co/lInJslt9yS $FNMA $FMCC $FNMAS $FMCKJ https://t.co/Xd4pVGwZXj Moderately interesting. for those wanting a source: https://t.co/lInJslt9yS $FNMA $FMCC $FNMAS $FMCKJ https://t.co/Xd4pVGwZXj"
X Link 2026-01-21T17:01Z [---] followers, [----] engagements

"Gone. $FNMA $FMCC $FNMAS $FMCKJ Fannie Mae has updated their website to include a NYSE Listed Company Manual dated: 1/6/2026 $FNMA $FMCC https://t.co/OxjDtphrwq Shareholders seem to be on the precipice of major developments including potential up-listing. Tick Tock Tick Tock https://t.co/lZUsxpKoME Fannie Mae has updated their website to include a NYSE Listed Company Manual dated: 1/6/2026 $FNMA $FMCC https://t.co/OxjDtphrwq Shareholders seem to be on the precipice of major developments including potential up-listing. Tick Tock Tick Tock https://t.co/lZUsxpKoME"
X Link 2026-01-22T00:10Z [---] followers, [----] engagements

"Gone. $FNMA $FMCC $FNMAS $FMCKJ Moderately interesting. for those wanting a source: https://t.co/lInJslt9yS $FNMA $FMCC $FNMAS $FMCKJ https://t.co/Xd4pVGwZXj Moderately interesting. for those wanting a source: https://t.co/lInJslt9yS $FNMA $FMCC $FNMAS $FMCKJ https://t.co/Xd4pVGwZXj"
X Link 2026-01-22T00:12Z [---] followers, 10.3K engagements

"Unblocked by @fanniemae now but haven't been paying attention on the timing. $FNMA $FMCC $FNMAS $FMCKJ Fannie Mae @FannieMae $FNMA starting to block a few shareholders me included. https://t.co/cfxsT9XKrn Fannie Mae @FannieMae $FNMA starting to block a few shareholders me included. https://t.co/cfxsT9XKrn"
X Link 2026-01-22T00:20Z [---] followers, [----] engagements

"I wouldn't read too much into anything happening at Fannie and Freddie. For two decades they've been dealing with all sorts of governance compliance regulatory legal etc. issues whether for a potential re-listing / end of conservatorship or not. $FNMA $FMCC $FNMAS $FMCKJ"
X Link 2026-01-22T13:25Z [---] followers, [----] engagements

"I still feel pretty good about this during Trump [---] but with no action in Q4 [----] best chance is the end of Q1 [----] (i.e. Pulte's "1-2 months") which is inarguably a disappointing delay. I suppose it's still fine but. TIME KILLS ALL DEALS. $FNMA $FMCC $FNMAS $FMCKJ It's becoming clear that Trump [---] will end the conservatorships of Fannie Mae & Freddie Mac. I was at 75% chance now 90%. How that impacts $FNMA $FMCC $FNMAS $FMCKJ $FNMAT etc. That's where you need to do the work. Release does not necessarily equal shareholder profit It's becoming clear that Trump [---] will end the"
X Link 2026-01-22T16:32Z [---] followers, [----] engagements

"@WhiteHouse Nice picture. $FNMA $FMCC $FNMAS $FMCKJ"
X Link 2026-01-22T20:57Z [---] followers, [----] engagements

"Although the picture is from the cover of the Moelis Blueprint don't get too excited. It's a stock picture that Breitbart used & the White House just combined it with the headline to post. Unless.😉 $FNMA $FMCC $FNMAS $FMCKJ https://www.breitbart.com/politics/2026/01/21/trump-signs-order-to-bar-wall-street-firms-from-buying-houses/ https://www.scribd.com/document/392710449/Presentation-Blueprint-for-Restoring-Safety-and-Soundness-to-the-GSEs Thanks to President Trump the American Dream is BACK🏠 https://t.co/jIGzhi75I5"
X Link 2026-01-22T21:38Z [---] followers, [----] engagements

"Q4 [----] not Q4 [----]. Bad flashbacks It's not quite now or never like it was back in late [----] but it's time to get on with it. TIME KILLS ALL DEALS. $FNMA $FMCC $FNMAS $FMCKJ I still feel pretty good about this during Trump [---] but with no action in Q4 [----] best chance is the end of Q1 [----] (i.e. Pulte's "1-2 months") which is inarguably a disappointing delay. I suppose it's still fine but. TIME KILLS ALL DEALS. $FNMA $FMCC $FNMAS $FMCKJ I still feel pretty good about this during Trump [---] but with no action in Q4 [----] best chance is the end of Q1 [----] (i.e. Pulte's "1-2 months") which is"
X Link 2026-01-22T22:34Z [---] followers, [----] engagements

"@FreedomDayna @BillAckman @pulte @SecScottBessent Justice was served by SCOTUS"
X Link 2026-01-28T18:42Z [---] followers, [---] engagements

"@World_21m "Strengthening" is an interesting word choice here. "Strengthen" to keep under government control Eh. "Strengthen" to release More likely Maybe. $FNMA $FMCC $FNMAS $FMCKJ"
X Link 2026-01-28T18:51Z [---] followers, [---] engagements

"@fishermanjuice @pulte @SecScottBessent @BillAckman A few thousand voters spread all over and many not even U.S. citizens"
X Link 2026-02-03T22:57Z [---] followers, [--] engagements

"@TRothell62855 Treasury has a real issue with taking a haircut on their stake. Thats the biggest issue after ensuring no or a positive impact on mortgage rates and mortgage/Treasury spreads"
X Link 2026-02-04T10:58Z [---] followers, [--] engagements

"@Alec_Mazo Done with that guy but nice to see that they made him get back out there after that unforced error yesterday"
X Link 2026-02-04T20:26Z [---] followers, [---] engagements

"@PTashner Market liked Bessent"
X Link 2026-02-04T22:39Z [---] followers, [---] engagements

"@HorsemanCountry Pulte as the Chairman of both Fannie and Freddie is an antitrust issue for the DOJ to consider. The independence of the Board and Committees of Fannie and Freddie would be an issue for the SEC and NYSE. These are unforced errors"
X Link 2026-02-06T01:34Z [---] followers, [--] engagements

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