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@Alec_Mazo "This was not @pultes most elegant interview and I dont want to put words in his mouth but some background may be appropriate and a clarification from him would be helpful. When he says not taking private but public the mental model applies to private equity where he worked. The word private in private equity implies buying out public companies balance sheet and replacing all equity holders taking the companies off of the stock exchanges and going private to reemerge later in a stronger business position. In this case private is often interchanged with getting listed on the stock exchange"
@Alec_Mazo on X 2025-05-28 17:56:22 UTC 10.4K followers, 173K engagements

"Really What about the CBO score from X months ago 2.5-3% is the appropriate capital level not the nonsense in the newest version- advised by Goodman an anti Trumper at the Urban lobby group meant to tilt the GSEs into bankruptcy. Conservatorship is not receivership Rehabilitate and release"
@Alec_Mazo on X 2025-07-25 20:39:15 UTC 10.4K followers, XX engagements

"@pulte Please look at the ERCF buffers and the complexity around buffer percentages for dividend payout ratios. Way too complex"
@Alec_Mazo on X 2025-07-19 00:30:34 UTC 10.4K followers, 1392 engagements

"2.5% equity capital $30bn annual earning power and another $200bn-$300bn capital backstop via a paid for implicit guarantee under PSPA would be the optimal capital structure to protect against the worst case outcomes. This scenario is 10x capital of FHFAs annual stress tests and is ideal for monoline insurers with business models taking geographically diversified credit risk (no interest rate risk like banks). Warrants are worth $200bn+ and available for use to incentivize new construction. A wide array of options including public/private partnerships could be initiated to address housing"
@Alec_Mazo on X 2025-06-24 13:16:16 UTC 10.4K followers, 2286 engagements

"Bessent also mentioned reducing capital levels for mortgage loans. Why would @FHFA and @pulte keep duplicative buffers at the GSEs These are two monoline insurance companies with a XXX% capital level sufficient for X times the stress test coverage. Add another 5x when counting $28bn annual earnings and a paid-for PSPA line of credit. President Trump made clear that implicit support for the GSEs will continue as it does for other systemically important financial institutions. Once the GSEs' capital framework is adjusted to reflect true risk eliminating/reducing the buffers and the PSPA is"
@Alec_Mazo on X 2025-07-22 20:07:34 UTC 10.4K followers, 192K engagements