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[@CarlosVignote](/creator/twitter/CarlosVignote)
"As the c.distribution existed(It went through)the assessment is applied toward the exceptions to the Restriction on C.Distr in order to legalize the action: USC4614e:SPS redemptionFHLB-like CFR1237.12:Recap off-bce sheet/Escrowed:SPSRE acct. On top of thatSPS isn't legit"  
[X Link](https://x.com/CarlosVignote/status/1976977090923970767) [@CarlosVignote](/creator/x/CarlosVignote) 2025-10-11T11:44Z XXX followers, XX engagements


"👀How the capital distributionSPS in an amount =to the NW in the qtr is holding the regulatory capital (RE acct) in escrow as per the CFR1237.12("to enhance their ability to meet.")pending unwinding the op (Already unwound as $166BSPS/$166BRE absent from the B.Sheet)"  
[X Link](https://x.com/CarlosVignote/status/1976985206017102207) [@CarlosVignote](/creator/x/CarlosVignote) 2025-10-11T12:16Z XXX followers, XXX engagements


"FIXED-INCOME Ps FOR BOND TRADERS Fixed rule: Fixed-or variable-rate. FnF Public Cos(Publicly traded stocks). banks' huge available capital CET110%of RWAlike FnF(*) #Fed's big Lvg c.req(%ATA)aims to hinder JPS redemption overnightFnF's tiny min T1=2.5%+Buffer0.5%#Fanniegate"  
[X Link](https://x.com/CarlosVignote/status/1979183258643403060) [@CarlosVignote](/creator/x/CarlosVignote) 2025-10-17T13:50Z XXX followers, XXX engagements


"D-FRANK ACT ANNUAL STRESS TEST Regulatory capital CET1 exposes the $-216B RE acct. The #Fed in collaboration w/ the primary regulator.GUIDELINES:Unwind the Separate acct plan from the gecko. @FHFA-C Power:"Put FnF in a sound/Recap and solvent/SPS fin.condition"#Fanniegate $fnma"  
[X Link](https://x.com/CarlosVignote/status/1979855575321280960) [@CarlosVignote](/creator/x/CarlosVignote) 2025-10-19T10:22Z XXX followers, XXX engagements


"RE acct(CET1)absorbs losses(Accumulated).It stands at $-50B🚨$-216B adj for $166BSPS/ChargeREabsent. NW allows Deficit RE acct avoiding BK(SPS Equity in 2008) No capital distribution(Div/SPS) w/ Acc Deficit RE: Barred undercap/Materially impossible to distribute out. $fnma"  
[X Link](https://x.com/CarlosVignote/status/1979855609702085091) [@CarlosVignote](/creator/x/CarlosVignote) 2025-10-19T10:22Z XXX followers, XXX engagements


"2 Loan Loss Reserves cover expected lossesMin reg c.covers unexpected losses +C.Buffer(Buffer+Stress Test losses) -$16B ALLL -$0 R.for G.Losses:Up to 0.6%of RWA is Tier 2c. Under CECL accountingALLLswelled. Stress Test losses covered x5 Min B Stress B CCyB ALLL.#Fanniegate"  
[X Link](https://x.com/CarlosVignote/status/1979880221642989762) [@CarlosVignote](/creator/x/CarlosVignote) 2025-10-19T12:00Z XXX followers, XXX engagements


"CET1the sum of:Cs pv+APIC+AOCI+RE acct-TS(Stock buybacks)-regulatory deductions(DTA limit) In the ERCFavailable capital CET1 sounds the alarm:$-75B. Available C.C. that adds JPS and doesn't have deductions known every qtr in the Earnings reports:$-27B 🚨W/o theSPS adjustment"  
[X Link](https://x.com/CarlosVignote/status/1979894231901622703) [@CarlosVignote](/creator/x/CarlosVignote) 2025-10-19T12:55Z XXX followers, XX engagements


"FnF are Public Cos (Publicly traded stocks $fnma $fmcc $fnmas $fmckj) complying w/ all the regulatory requirements like filing financial reports w/ the @SECGov. Fannie Mae since its privatization in 1968. Freddie Mac1970. Conservatorship for financial rehabilitation.#Fanniegate"  
[X Link](https://x.com/CarlosVignote/status/1980458125460390029) [@CarlosVignote](/creator/x/CarlosVignote) 2025-10-21T02:16Z XXX followers, 1266 engagements