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As history is written @stevenmnuchin1 will go down as a failure of a Secretary of Treasury & a failure for financial stability. Just another dishonest, feckless & self-serving & bureaucrat creating #RecklessEndangerment while marketing his next gig while on the government payroll
— joshua rosner (@JoshRosner) January 14, 2021
BREAKING: @stevenmnuchin1 @MarkCalabria will amend PSPA but does not alter shareholder agreement to the benefit of preferreds or commons, I am told $FNMA $FMCC
BREAKING: @stevenmnuchin1 @MarkCalabria will amend PSPA but does not alter shareholder agreement to the benefit of preferreds or commons, I am told $FNMA $FMCC
— Charles Gasparino (@CGasparino) January 14, 2021
BREAKING: The background on whatever @stevenmnuchin1 does w GSEs should be seen through the prism that he was lobbied heavy by both the housing lobby, and bondholders ie @blackrock @PIMCO etc not to do something that screws up $FNMA $FMCC debt sales
BREAKING: The background on whatever @stevenmnuchin1 does w GSEs should be seen through the prism that he was lobbied heavy by both the housing lobby, and bondholders ie @blackrock @PIMCO etc not to do something that screws up $FNMA $FMCC debt sales
— Charles Gasparino (@CGasparino) January 14, 2021
BREAKING: Speculation @stevenmnuchin1/@MarkCalabria likely announce GSE reform after close; again likelihood it sets cap requirements, pathway to end conservatorship. Unclear if it will write down what shareholders owe Treasury, though Ive been told not to expect much $FNMA $FMCC
BREAKING: Speculation @stevenmnuchin1/@MarkCalabria likely announce GSE reform after close; again likelihood it sets cap requirements, pathway to end conservatorship. Unclear if it will write down what shareholders owe Treasury, though Ive been told not to expect much $FNMA $FMCC
— Charles Gasparino (@CGasparino) January 14, 2021
BREAKING: Speculation @stevenmnuchin1/@MarkCalabria likely announce GSE reform after close; again likelihood it sets cap requirements, pathway to end conservatorship. Unclear if it will write down what shareholders owe Treasury, though Ive been told not to expect much $FNMA $FMCC
— Charles Gasparino (@CGasparino) January 14, 2021
So from 45 to 90 according to someone $fnma #fanniegate pic.twitter.com/CeOcF6gdBB
— Fanniegate Hero (@DoNotLose) January 13, 2021
Whalen
So Thursday announce on the #PSPAs for @FannieMae and @FreddieMac #GSEs.... More capital buffer and.... ??
So Thursday announce on the #PSPAs for @FannieMae and @FreddieMac #GSEs.... More capital buffer and.... ??
— Richard Christopher Whalen (@rcwhalen) January 13, 2021
So Thursday announce on the #PSPAs for @FannieMae and @FreddieMac #GSEs.... More capital buffer and.... ??
— Richard Christopher Whalen (@rcwhalen) January 13, 2021
SCOOP: @stevenmnuchin1 set to decide what if anything he should do re GSE reform this week; bankers w knowledge of the matter say likely outcome is issuance of broad guidelines on recap/release. Situation said to be fluid. More now @FoxBusiness @LizClaman $FNMA $FMCC @FannieMae
— Charles Gasparino (@CGasparino) January 11, 2021
SCOOP (1 of 3): With @stevenmnuchin1 back home people close to him say he will take up the thorny issue of GSE reform this week. His plan is fluid but if announced it will lay out guidelines to recap $FNMA $FMCC. Bankers w knowledge of his efforts tell me don't expect too much
— Charles Gasparino (@CGasparino) January 11, 2021
GSE BIG BANG™️ "Once we end the net worth sweep which is part of our plan anyhow, then I think a lot of these suits start to go away." - Calabria let the cat out of the bag #FANNIEGATE $FNMA https://t.co/jXE8kxULHs https://t.co/QOBHyYJwvx
— Fanniegate Hero (@DoNotLose) January 10, 2021
BREAKING: Mnuchin is returning EARLY to Washington from his overseas trip, I am told
— Saleha Mohsin (@SalehaMohsin) January 9, 2021
It is not to invoke the 25th amendment, this person says
He will return about 3 days early from his 7-country trip to mideast and N. Africa
#FANNIEGATE $FNMA pic.twitter.com/R46NgqkesA
— Fanniegate Hero (@DoNotLose) January 9, 2021
$FNMA #FANNIEGATE https://t.co/wZbnRdYsOC pic.twitter.com/Z5KnIoAIsJ
— Fanniegate Hero (@DoNotLose) January 9, 2021
Wedbush on #FannieMae $FMCC pic.twitter.com/nhndpMlpzv
— Andrea Riquier (@ARiquier) January 7, 2021
Tim Rood
Take a listen to FHA Commisioner, Dana Wade, on her recommendations for IMBs during an Biden administration and considerations for his team re HUD/FHA. Fun and insightful interview. Mark Calabria next! SitusAMC https://t.co/eMuFmqs4Nl
— Tim Rood (@tim_rood_) December 29, 2020
What if POTUS made an agreement I sign Covid bill and you take care of my beloved Fnf. Lol.
VOICES: "Think of 2020 as the bottom of home prices for this cycle, with a big home price correction likely in 2024 or after. Time to buy a house, folks."
— National Mortgage News (@NatMortgageNews) December 24, 2020
By @rcwhalen https://t.co/eAlWW8x7hd
Factual GSE piece. Starts at 14:15 mark approximately @timpagliara @MarkCalabria@hill_matt @JaredALevine @kuwlness @ethan2369 https://t.co/e3fpfwtQ2H
— Truth Seeker (@Mnuchindilutio1) December 23, 2020
FHFA Issues Notice of Proposed Rulemaking on Enterprise Resolution Plans $fnma $fmcc
https://twitter.com/freefannie/status/1341495594829766657?s=21
Dude needs to focus on Fnf
Didn’t make this one, but did make a couple of them, always a great time - Warren Haynes Presents The 24th Christmas Jam (2012) https://t.co/Xs7gVnbh2u
— Mark Calabria (@MarkCalabria) December 20, 2020
Top congressional lawmakers struck a late-night agreement on the last major obstacle to a COVID-19 economic relief package costing nearly $1 trillion, clearing the way for votes as early as Sunday. https://t.co/9mP8OmG2hH pic.twitter.com/3CUZOg0zhT
— NBC10 Philadelphia (@NBCPhiladelphia) December 20, 2020
This guy says $fnma is worth $10-$15. His estimates are significantly higher than mine but I cannot say those valuations are impossible; I just think we will know more about how to value the common when the PSPA comes out as soon as this next week. https://t.co/zmYk32P43T
— Fanniegate Hero (@DoNotLose) December 19, 2020
Fannie/Freddie Recapitalization Framework On Mnuchin's Desk https://seekingalpha.com/article/4395134
Definitely agree likelihood is 4th amendment but we must ask ourselves what we expect to see there.
— Gaby Heffesse (@GabyHeffesse) December 16, 2020
What we want:
End of nws
Deem senior prefs paid back
Commitment fee for credit line
What we’ll get... help us out @CGasparino https://t.co/b6UDEJARtv
Sotomayor: "The corporation is not losing its profit. The corporation is actually maybe gaining money by not paying out dividends to shareholders."
— Hannah Lang (@hannahdlang) December 9, 2020
Hopefully untapped money used for Fnf
https://www.bloomberg.com/news/articles/2020-11-24/mnuchin-to-put-455-billion-in-funds-out-of-yellen-s-easy-reach
@davidametzner @jwaske3 pic.twitter.com/LXCK8lUcZb
— Tim Pagliara (@timpagliara) November 21, 2020
Imminent Major GSE Equity Restructuring To Unlock Shareholder Gains https://seekingalpha.com/article/4390768
The Big Bang - Restructuring Fannie And Freddie To Raise Capital https://seekingalpha.com/article/4389585-big-bang-restructuring-fannie-and-freddie-to-raise-capital
Nope Fhfa just kicking the can
"FHFA will finalize the regulatory capital framework for the Enterprises in early FY 2021"
— Richard Mackie, CFA (@presvnconsv) November 16, 2020
FY began in October.https://t.co/0lEjW6IWQd