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Alec Mazo posts on X about $fmckj, $fnmas, $fmcc, $fnma the most. They currently have XXXXXX followers and XXX posts still getting attention that total XXXXXXX engagements in the last XX hours.
Social category influence finance
Social topic influence $fmckj, $fnmas, $fmcc, $fnma, finance, $28bn, insurance, bessent, balance sheet, private equity
Top posts by engagements in the last XX hours
"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, 155K engagements
"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
"@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, 1370 engagements