[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.] #  @midas79_ midas79 midas79 posts on X about div, $fnmao, $fmccn, $fmcci the most. They currently have XXX followers and XXX posts still getting attention that total XX engagements in the last XX hours. ### Engagements: XX [#](/creator/twitter::1172545701571682304/interactions)  - X Week XXXXX -XXXX% - X Month XXXXXX +116% - X Months XXXXXX +62% - X Year XXXXXXX +313% ### Mentions: XX [#](/creator/twitter::1172545701571682304/posts_active)  - X Week XX +8.60% - X Month XX +61% - X Months XXX +255% - X Year XXX +565% ### Followers: XXX [#](/creator/twitter::1172545701571682304/followers)  - X Week XXX no change - X Month XXX +3.50% - X Months XXX +17% - X Year XXX +28% ### CreatorRank: undefined [#](/creator/twitter::1172545701571682304/influencer_rank)  ### Social Influence [#](/creator/twitter::1172545701571682304/influence) --- **Social category influence** [finance](/list/finance) [stocks](/list/stocks) **Social topic influence** [div](/topic/div), [$fnmao](/topic/$fnmao), [$fmccn](/topic/$fmccn), [$fmcci](/topic/$fmcci), [$fmccg](/topic/$fmccg), [$fnmas](/topic/$fnmas), [rates](/topic/rates), [$fnmap](/topic/$fnmap), [$fmccm](/topic/$fmccm), [$fmccl](/topic/$fmccl) **Top assets mentioned** [Citigroup Inc (C)](/topic/citigroup) ### Top Social Posts [#](/creator/twitter::1172545701571682304/posts) --- Top posts by engagements in the last XX hours "@HoldenWalker99 The risk profile is very different than it was in Trump XXX. Back then highest $FNMAS close I see was $XXXXX on 6/5/19. On that day the Freddie floaters $FMCCG $FMCCI $FMCCJ $FMCCL $FMCCM $FMCCN all closed $XXXXX. Now $FNMAS is $XXXXX and the floaters barely over $XX. Odd"  [@midas79_](/creator/x/midas79_) on [X](/post/tweet/1945261715337228422) 2025-07-15 23:18:28 UTC XXX followers, XXX 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_](/creator/x/midas79_) on [X](/post/tweet/1943380885211861146) 2025-07-10 18:44:43 UTC XXX followers, 1966 engagements "@davejones406 @dragonstoscale @HoldenWalker99 Where is that screenshot from The PLBA is only XXX% and it only has to be halfway full for FnF to pay out XX% of earnings as distributions (which they didn't exceed pre-cship). That's a total of XXX% not 4%"  [@midas79_](/creator/x/midas79_) on [X](/post/tweet/1948076274011758724) 2025-07-23 17:42:31 UTC XXX followers, XX 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_](/creator/x/midas79_) on [X](/post/tweet/1947732819461251155) 2025-07-22 18:57:45 UTC XXX followers, XXX engagements "902k shares of $FNMAO changed hands in blocks a little while ago representing XX% of the total issuance. That's a $16M bet by someone that it will gain a lot of value from here perhaps even all the way to $XX par (a near triple)"  [@midas79_](/creator/x/midas79_) on [X](/post/tweet/1940786919841190327) 2025-07-03 14:57:14 UTC XXX followers, 1448 engagements "@carney @JoshRosner Wrong. Section 5.3(b) at the bottom of page X shows a specific way for FnF to exit conservatorship without going through receivership. If FnF build enough capital FHFA can release FnF from conservatorship (w/o receivership) on its own w/o UST approval"  [@midas79_](/creator/x/midas79_) on [X](/post/tweet/1948242254029636021) 2025-07-24 04:42:04 UTC XXX followers, XXX 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_](/creator/x/midas79_) on [X](/post/tweet/1940047780635914558) 2025-07-01 14:00:09 UTC XXX followers, 3153 engagements "@HoldenWalker99 Totally predictable. The zealots want hopium and unicorns and fairy dust. They reward conformity not logic and reasoning. I can't wait for them to turn on Ackman when he gives up and sells his commons below current prices. That will be a real popcorn moment"  [@midas79_](/creator/x/midas79_) on [X](/post/tweet/1948455070925770943) 2025-07-24 18:47:44 UTC XXX followers, XXX engagements "@dragonstoscale Nope SPS conversion to common was @MarkCalabria's idea. (screencap from p. XXX of Calabria's book Shelter from the Storm underlining added) The same Calabria who along with Wrase and McKernan will be the true architects of FnF's release from cship"  [@midas79_](/creator/x/midas79_) on [X](/post/tweet/1948113402339242199) 2025-07-23 20:10:03 UTC XXX followers, XX engagements "@HoldenWalker99 I forgot to include that JPS conversion to common adds $19B to CET1 capital lowering the required raise size to $46B. Reducing the X% CET1 exit req to XXX% would lower that by $22B and retained earnings also eat into that at $4-4.5B/qtr. Still it's a heavy lift"  [@midas79_](/creator/x/midas79_) on [X](/post/tweet/1947736700332937627) 2025-07-22 19:13:11 UTC XXX followers, XXX engagements "@HoldenWalker99 @carney @willamtheblind Only if FnF's conservatorships work the same way as FDIC ones. Luckily for us the courts (up to and including SCOTUS) have already told us that they don't"  [@midas79_](/creator/x/midas79_) on [X](/post/tweet/1948237661182869934) 2025-07-24 04:23:49 UTC XXX followers, XXX engagements "@HoldenWalker99 It's worse for Freddie $FMCC. $3.834T adj total assets - X% CET1 req of $115B. Available on 3/30/25: -$29B Shortfall: $144B SPS cancel/convert adds only $72B JPS conversion adds $14B Lowering X% to XXX% would reduce shortfall by $19B Still requires $39B to be raised"  [@midas79_](/creator/x/midas79_) on [X](/post/tweet/1947737301397700626) 2025-07-22 19:15:34 UTC XXX followers, XXX engagements "@LeoGoldenDoodle Liquids: $FNMAS $FMCKJ $FNMAT High mids: $FNMAJ $FNMFN $FNMAI $FMCKI $FMCCT Mid mids: $FMCKL $FMCCP $FMCKO $FNMAM $FMCCO $FMCCK $FMCKP $FMCKN $FMCKM $FNMAK Low mids: $FNMAG $FNMAN $FMCCH $FNMAH $FMCKK $FMCCS $FNMAL Floaters: $FNMAO $FNMAP $FMCCG $FMCCI $FMCCJ $FMCCL $FMCCM $FMCCN"  [@midas79_](/creator/x/midas79_) on [X](/post/tweet/1940116195639693401) 2025-07-01 18:32:01 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_](/creator/x/midas79_) on [X](/post/tweet/1945286600235028579) 2025-07-16 00:57:21 UTC XXX followers, XXX engagements "@davejones406 @dragonstoscale @HoldenWalker99 XXXX% of what The screenshot I posted was from Freddie's 2025 Q1 10-Q. The highest risk-based cap req is $88B (far left column) which is only XXX% of adjusted total assets ($3.834T). Keep in mind that the buffers are not part of the cap reqs. They only affect dividends"  [@midas79_](/creator/x/midas79_) on [X](/post/tweet/1948083880822702431) 2025-07-23 18:12:45 UTC XXX followers, XX 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_](/creator/x/midas79_) on [X](/post/tweet/1943384288914796970) 2025-07-10 18:58:15 UTC XXX followers, XXX engagements "@agkburner @CedarReseach @BillAckman The term "collateral" also doesn't apply to the SPS because they are not a loan or a liability. One thing's for certain: the warrants are NOT collateral. They sit at the *bottom* of the equity stack which is the *worst* place to be if things were to go south"  [@midas79_](/creator/x/midas79_) on [X](/post/tweet/1944583951676269044) 2025-07-14 02:25:17 UTC XXX followers, XX 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_](/creator/x/midas79_) on [X](/post/tweet/1945906071677116915) 2025-07-17 17:58:55 UTC XXX followers, 1303 engagements "@HoldenWalker99 @jbrandimore There is precedent for this. Citi $C prefs got offered exchange for commons but the 8+% series got XX% of par and XXX% series only got 85%. A sliding scale like that would only currently give XX% to floating rate FnF JPS (div rates around X% right now)"  [@midas79_](/creator/x/midas79_) on [X](/post/tweet/1945334033988100522) 2025-07-16 04:05:50 UTC XXX followers, XXX engagements "I may never ascend to level X (my brokerage doesn't allow buy orders on FNMFO) but level X is quite comfy. XXX% upside and a XXXX% div rate in case that ends up mattering. $FNMA $FNMAS $FNMAM $FNMFO"  [@midas79_](/creator/x/midas79_) on [X](/post/tweet/1938417190178521552) 2025-06-27 02:00:46 UTC XXX followers, 2630 engagements "@davejones406 @dragonstoscale @HoldenWalker99 Yes. The mistake he's making is to call the buffers "requirements". They aren't. The only thing required for FnF to exit cship and stay out are the base no-buffers reqs. The only thing the buffers do is to affect FnF's ability to make capital distributions (i.e. dividends)"  [@midas79_](/creator/x/midas79_) on [X](/post/tweet/1948096348034601098) 2025-07-23 19:02:17 UTC XXX followers, XX 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_](/creator/x/midas79_) on [X](/post/tweet/1945287538177904692) 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_](/creator/x/midas79_) on [X](/post/tweet/1948240579491409929) 2025-07-24 04:35:25 UTC XXX followers, XX engagements "@bard_leon30676 If commons are worth anything post-restructuring JPS are worth at least par. For $FNMA to be a better buy than $FNMAK ($50 par trades at $20) right now your FNMA target must be at least 2.5x current price ($22.50) *and* JPS don't get converted to common. Good luck with that"  [@midas79_](/creator/x/midas79_) on [X](/post/tweet/1931751611434762403) 2025-06-08 16:34:09 UTC XXX followers, XXX engagements "508k volume on $FNMAJ today which is a bit over XXX% of the total issuance (20M shares)"  [@midas79_](/creator/x/midas79_) on [X](/post/tweet/1900266160593228275) 2025-03-13 19:22:12 UTC XXX followers, 1229 engagements "$FMCCI's turn for "high" volume (for that series) sell-off. Someone has been aggressively selling and/or shorting the low-div series: $FNMAO $FNMAP $FMCCG $FMCCI $FMCCJ $FMCCL $FMCCM $FMCCN recently. $FMCCH $FMCCS $FMCKK too. That's a bet that div rates will matter"  [@midas79_](/creator/x/midas79_) on [X](/post/tweet/1942643411892253050) 2025-07-08 17:54:16 UTC XXX followers, 1042 engagements
[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]
@midas79_ midas79
midas79 posts on X about div, $fnmao, $fmccn, $fmcci the most. They currently have XXX followers and XXX posts still getting attention that total XX engagements in the last XX hours.
Engagements: XX #
- X Week XXXXX -XXXX%
- X Month XXXXXX +116%
- X Months XXXXXX +62%
- X Year XXXXXXX +313%
Mentions: XX #
- X Week XX +8.60%
- X Month XX +61%
- X Months XXX +255%
- X Year XXX +565%
Followers: XXX #
- X Week XXX no change
- X Month XXX +3.50%
- X Months XXX +17%
- X Year XXX +28%
CreatorRank: undefined #
Social Influence #
Social category influence finance stocks
Social topic influence div, $fnmao, $fmccn, $fmcci, $fmccg, $fnmas, rates, $fnmap, $fmccm, $fmccl
Top assets mentioned Citigroup Inc (C)
Top Social Posts #
Top posts by engagements in the last XX hours
"@HoldenWalker99 The risk profile is very different than it was in Trump XXX. Back then highest $FNMAS close I see was $XXXXX on 6/5/19. On that day the Freddie floaters $FMCCG $FMCCI $FMCCJ $FMCCL $FMCCM $FMCCN all closed $XXXXX. Now $FNMAS is $XXXXX and the floaters barely over $XX. Odd"
@midas79_ on X 2025-07-15 23:18:28 UTC XXX followers, XXX 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_ on X 2025-07-10 18:44:43 UTC XXX followers, 1966 engagements
"@davejones406 @dragonstoscale @HoldenWalker99 Where is that screenshot from The PLBA is only XXX% and it only has to be halfway full for FnF to pay out XX% of earnings as distributions (which they didn't exceed pre-cship). That's a total of XXX% not 4%" @midas79_ on X 2025-07-23 17:42:31 UTC XXX followers, XX 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_ on X 2025-07-22 18:57:45 UTC XXX followers, XXX engagements
"902k shares of $FNMAO changed hands in blocks a little while ago representing XX% of the total issuance. That's a $16M bet by someone that it will gain a lot of value from here perhaps even all the way to $XX par (a near triple)" @midas79_ on X 2025-07-03 14:57:14 UTC XXX followers, 1448 engagements
"@carney @JoshRosner Wrong. Section 5.3(b) at the bottom of page X shows a specific way for FnF to exit conservatorship without going through receivership. If FnF build enough capital FHFA can release FnF from conservatorship (w/o receivership) on its own w/o UST approval" @midas79_ on X 2025-07-24 04:42:04 UTC XXX followers, XXX 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_ on X 2025-07-01 14:00:09 UTC XXX followers, 3153 engagements
"@HoldenWalker99 Totally predictable. The zealots want hopium and unicorns and fairy dust. They reward conformity not logic and reasoning. I can't wait for them to turn on Ackman when he gives up and sells his commons below current prices. That will be a real popcorn moment" @midas79_ on X 2025-07-24 18:47:44 UTC XXX followers, XXX engagements
"@dragonstoscale Nope SPS conversion to common was @MarkCalabria's idea. (screencap from p. XXX of Calabria's book Shelter from the Storm underlining added) The same Calabria who along with Wrase and McKernan will be the true architects of FnF's release from cship" @midas79_ on X 2025-07-23 20:10:03 UTC XXX followers, XX engagements
"@HoldenWalker99 I forgot to include that JPS conversion to common adds $19B to CET1 capital lowering the required raise size to $46B. Reducing the X% CET1 exit req to XXX% would lower that by $22B and retained earnings also eat into that at $4-4.5B/qtr. Still it's a heavy lift" @midas79_ on X 2025-07-22 19:13:11 UTC XXX followers, XXX engagements
"@HoldenWalker99 @carney @willamtheblind Only if FnF's conservatorships work the same way as FDIC ones. Luckily for us the courts (up to and including SCOTUS) have already told us that they don't" @midas79_ on X 2025-07-24 04:23:49 UTC XXX followers, XXX engagements
"@HoldenWalker99 It's worse for Freddie $FMCC. $3.834T adj total assets - X% CET1 req of $115B. Available on 3/30/25: -$29B Shortfall: $144B SPS cancel/convert adds only $72B JPS conversion adds $14B Lowering X% to XXX% would reduce shortfall by $19B Still requires $39B to be raised" @midas79_ on X 2025-07-22 19:15:34 UTC XXX followers, XXX engagements
"@LeoGoldenDoodle Liquids: $FNMAS $FMCKJ $FNMAT High mids: $FNMAJ $FNMFN $FNMAI $FMCKI $FMCCT Mid mids: $FMCKL $FMCCP $FMCKO $FNMAM $FMCCO $FMCCK $FMCKP $FMCKN $FMCKM $FNMAK Low mids: $FNMAG $FNMAN $FMCCH $FNMAH $FMCKK $FMCCS $FNMAL Floaters: $FNMAO $FNMAP $FMCCG $FMCCI $FMCCJ $FMCCL $FMCCM $FMCCN" @midas79_ on X 2025-07-01 18:32:01 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_ on X 2025-07-16 00:57:21 UTC XXX followers, XXX engagements
"@davejones406 @dragonstoscale @HoldenWalker99 XXXX% of what The screenshot I posted was from Freddie's 2025 Q1 10-Q. The highest risk-based cap req is $88B (far left column) which is only XXX% of adjusted total assets ($3.834T). Keep in mind that the buffers are not part of the cap reqs. They only affect dividends" @midas79_ on X 2025-07-23 18:12:45 UTC XXX followers, XX 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_ on X 2025-07-10 18:58:15 UTC XXX followers, XXX engagements
"@agkburner @CedarReseach @BillAckman The term "collateral" also doesn't apply to the SPS because they are not a loan or a liability. One thing's for certain: the warrants are NOT collateral. They sit at the bottom of the equity stack which is the worst place to be if things were to go south" @midas79_ on X 2025-07-14 02:25:17 UTC XXX followers, XX 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_ on X 2025-07-17 17:58:55 UTC XXX followers, 1303 engagements
"@HoldenWalker99 @jbrandimore There is precedent for this. Citi $C prefs got offered exchange for commons but the 8+% series got XX% of par and XXX% series only got 85%. A sliding scale like that would only currently give XX% to floating rate FnF JPS (div rates around X% right now)" @midas79_ on X 2025-07-16 04:05:50 UTC XXX followers, XXX engagements
"I may never ascend to level X (my brokerage doesn't allow buy orders on FNMFO) but level X is quite comfy. XXX% upside and a XXXX% div rate in case that ends up mattering. $FNMA $FNMAS $FNMAM $FNMFO" @midas79_ on X 2025-06-27 02:00:46 UTC XXX followers, 2630 engagements
"@davejones406 @dragonstoscale @HoldenWalker99 Yes. The mistake he's making is to call the buffers "requirements". They aren't. The only thing required for FnF to exit cship and stay out are the base no-buffers reqs. The only thing the buffers do is to affect FnF's ability to make capital distributions (i.e. dividends)" @midas79_ on X 2025-07-23 19:02:17 UTC XXX followers, XX 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_ 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_ on X 2025-07-24 04:35:25 UTC XXX followers, XX engagements
"@bard_leon30676 If commons are worth anything post-restructuring JPS are worth at least par. For $FNMA to be a better buy than $FNMAK ($50 par trades at $20) right now your FNMA target must be at least 2.5x current price ($22.50) and JPS don't get converted to common. Good luck with that" @midas79_ on X 2025-06-08 16:34:09 UTC XXX followers, XXX engagements
"508k volume on $FNMAJ today which is a bit over XXX% of the total issuance (20M shares)" @midas79_ on X 2025-03-13 19:22:12 UTC XXX followers, 1229 engagements
"$FMCCI's turn for "high" volume (for that series) sell-off. Someone has been aggressively selling and/or shorting the low-div series: $FNMAO $FNMAP $FMCCG $FMCCI $FMCCJ $FMCCL $FMCCM $FMCCN recently. $FMCCH $FMCCS $FMCKK too. That's a bet that div rates will matter" @midas79_ on X 2025-07-08 17:54:16 UTC XXX followers, 1042 engagements