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@midas79_ Avatar @midas79_ midas79

midas79 posts on X about div, rates, $fmccg, $fnmap the most. They currently have XXX followers and XXX posts still getting attention that total XX engagements in the last XX hours.

Engagements: XX #

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Mentions: X #

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Followers: XXX #

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CreatorRank: undefined #

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Social Influence #

Social category influence finance XXXX%

Social topic influence div 4.63%, rates 3.7%, $fmccg 2.78%, $fnmap 2.78%, $fnmao 2.78%, $fmccs 1.85%, $fnmfn 1.85%, $fmckj 1.85%, $fnmas 1.85%, $fmccn XXXX%

Top accounts mentioned or mentioned by @holdenwalker99 @billackman @leogoldendoodle @davejones406 @jbrandimore @alexwil11433084 @jarndycej @thejackal1997 @middlemgmt1 @jm16jm16 @donotlose @pegberts @fanniemae @freddiemac @neversell02 @jrpfds @fishermanjuice @bellezzaliberta @dragonstoscale @chrisevanston

Top Social Posts #

Top posts by engagements in the last XX hours

"@davejones406 @HoldenWalker99 @RSwearingen1980 @NathanielJonesX I do think $FNMA $FMCC have a high chance of going under $X when all is said and done but path-dependence makes shorting a bad idea. Any sort of irrational pop (like the one we've already had) could margin call me out of any short position meaningful enough to move the needle"
@midas79_ Avatar @midas79_ on X 2025-07-16 16:09:29 UTC XXX followers, XXX engagements

"@Jrpfds @HoldenWalker99 The risk with the shitbirds is that if divs resume interest rates could go down a lot by then. If a series like $FMCCG ends up paying X% divs (would require 75-100 bps of cuts by the Fed) it would only trade at $XX if all JPS are priced to yield 6.5%"
@midas79_ Avatar @midas79_ on X 2025-07-15 23:24:22 UTC XXX followers, XXX engagements

"@MiddleMgmt1 @HoldenWalker99 @Jrpfds TBTF prefs are X% now and there could be a short-term risk yield on FnF due to uncertainty over future div payments. Rate cuts would lower both but I expect a small spread between FnF and TBTF at least soon after FnF JPS div resumption (if that is what happens)"
@midas79_ Avatar @midas79_ on X 2025-07-16 00:57:21 UTC XXX followers, XXX engagements

"JPS blocks today: 831k $FNMFN $XXXXX 811k $FNMAK $XXXXX 240k $FNMAO $XXXXX 300k $FNMAP $XXXXX 350k $FNMAH $XXXXX 498k $FMCKM $XXXXX 400k $FMCCS $XXXXX Low prices on the low-div series high prices on the mid and high divs. The rotation to div rate continues"
@midas79_ Avatar @midas79_ on X 2025-07-17 17:58:55 UTC XXX followers, 1327 engagements

"@mark_7091 Liquidity has always been correlated w/div rates mainly bc $FNMAS $FMCKJ have by far the most liquidity and high div rates too. Fannie had a premium before this divergence (that started in early June) too and $FNMAO $FNMAP have been sold off as much as the Freddie floaters"
@midas79_ Avatar @midas79_ on X 2025-07-10 18:58:15 UTC XXX followers, XXX engagements

"@MiddleMgmt1 @HoldenWalker99 @Jrpfds I could certainly be talked out of this; it's a strong opinion weakly held. Inflation goes up - rates stay same or go up - FnF JPS yield could go even higher Fed cuts (as market expects) - lower JPS yield - 4-5% series like $FMCCH $FMCCS $FMCKK win huge from here"
@midas79_ Avatar @midas79_ on X 2025-07-16 01:01:05 UTC XXX followers, XXX engagements

"@willamtheblind @HoldenWalker99 @carney That was not my point at all. @carney says rship is most likely outcome due to FDIC cship precedent. Courts have shown this argument fails. rship isn't impossible but imo it's highly unlikely. Jan XX LA shows how cship can end w/o rship. (5.3(b) p. 7)"
@midas79_ Avatar @midas79_ on X 2025-07-24 04:35:25 UTC XXX followers, XX engagements

"New post-conservatorship intraday high on $FNMAS at $XXXXX. Meanwhile $50-par series like $FMCCG $FMCCI $FMCCN can be had for $XXXXX. A real battle over div rates going on"
@midas79_ Avatar @midas79_ on X 2025-07-10 18:44:43 UTC XXX followers, 1968 engagements

"@HoldenWalker99 UST doesn't have direct influence over the ERCF and the XXX% min cap req in the ERCF is already as low as HERA allows but the X% CET1 cship exit req in the Jan XX LA is something UST did agree to and is actually quite onerous"
@midas79_ Avatar @midas79_ on X 2025-07-22 18:54:25 UTC XXX followers, XXX engagements

"@HoldenWalker99 To expand on that Fannie's adjusted total assets were $4.462T on 3/3025. X% of that is $134B and available CET1 capital was -$52B. That's a $186B shortfall of which SPS writedown/conversion only makes up $121B. Fannie alone would have to raise $65B"
@midas79_ Avatar @midas79_ on X 2025-07-22 18:57:45 UTC XXX followers, XXX engagements

"508k volume on $FNMAJ today which is a bit over XXX% of the total issuance (20M shares)"
@midas79_ Avatar @midas79_ on X 2025-03-13 19:22:12 UTC XXX followers, 1229 engagements

"My recommendations to anyone looking to buy FnF JPS right now: For liquidity: $FMCKJ For max div payout: $FMCCK $FMCCP $FMCCT $FMCKI (Freddie). $FNMFN $FNMAI (Fannie) For max par: $FMCCG $FMCCI $FMCCJ $FMCCL $FMCCM $FMCCN (Freddie). $FNMAO $FNMAP (Fannie)"
@midas79_ Avatar @midas79_ on X 2025-07-01 14:00:09 UTC XXX followers, 3156 engagements

"@AlexWil11433084 @jbrandimore @HoldenWalker99 Keeping divs off also hurts UST whose common shares wouldn't be worth much w/o divs. Also makes a capital raise (if one is needed) much harder. Only 2/3 of holders (by share count) are required to drag the rest along. It's in the contracts"
@midas79_ Avatar @midas79_ on X 2025-07-18 17:37:02 UTC XXX followers, XX engagements