Good news in the 30 day window

1. Earnings report 2nd QTR 2025
2. Capital build to exceed the 100b mark at FNMA
3. Stress Test results - If Pulte does not release the stress test results at the 2nd QTR Financial report investors are going to come out against him. Its his choice if he wants to play those kinds of games.

Long and Strong Fannie Mae and Freddie Mac

It should have passed without JD Vance

I support 80% of the bill but the remaining 20% smells to high heaven. Pass the good parts and let the rest of it fail.

This is why the country is in 36T in debt and climbing at an enormous rate.

FYI - I support this admin.

The budget bill is an obvious nightmare

When you need the VP to break a tie to get you over the top its definitely a nightmare situation.

The admin should have known better than to try to pass an all in one bill. The admin should have spoon feed congress little tiny baby bites at a time to pass the legislation.

What a 3 rink circus show in DC.

No wonder Fannie Mae and Freddie Mac stocks are down today.

Pulte needs to release the stress test results

The Banks have already reported annual stress test results and passed with flying colors.

https://www.federalreserve.gov/newsevents/pressreleases/bcreg20250627b.htm

Pulte just needs to get security clearance

Then he will be able to see all of the documents if they still exist.

Does not look like good news to me

So somehow someway selling out your core business ( MBS ) is supposed to be beneficial to Fannie Mae and Freddie Mac ?
Furthermore how long is it going to take before someone else writes there own version of the same type US
Financial Technology software and the licensing fees then dry up and go to zero.

If your a fan or supporter of the big banks yes this sounds like a terrific deal to be able to take very profitable business away
from Fannie and Freddie.

Maybe I’m not seeing this correctly but what I can say is a lot of investors today thought the same as me and sold today
driving down the price of the stock. Yes is was a noticeable sell down when you see the overall market heading much higher.

The Fed should have cut rates by .25%

Inflation is down and appears to be going even lower.

During Trumps 1st term Powell raised interest rates many times for no reason. Inflation was non existent and yes the numbers speak for themselves.

Powell is hurting the housing market Fannie Mae and Freddie Mac.

There will-be-no details after the meeting tomorrow

Everything is going to go quiet for a period of time and might not hear anything of the meeting for months. Next big deal after the meeting will be 2nd QTR earnings and stress test results.

There is an all important meeting this month

Lets see what comes out of this meeting. They have no reason left to stall the start of the release process.

We are setting in a good spot right now so let it play out and we will get a return on our investment.

Pulte seems-to-be keeping a lid-on-it for now

While Trump and Musk finish there shoot-out on social media. Once the dust settles from that one he will be back in action.

Hope he doesn't take the bait from those senators. They want to reel him in so they can torpedo his agenda.

If GOVT sells shares there gonna-want-the-price-up

Way up !

I bought more Fannie today at 7.31.

For me the price is right to get a good return.

Even if they did the stock is-a-screaming buy

Even if they want to maintain control the admin is going to want the price to go way up
so they can monetize a portion of holdings or turn on the divies to obtain continuous cash.

Just like Brazil does with Petrobras. High continuous divies.

The admin did-not come out and say this

The article is based on he heard she heard something. Not credible until president, bessent, or pulte announce it.

Its the continuous Nightmare in DC that's why

Those jack-wipes cant even balance a checkbook let alone do anything else correctly.
They are so weak they cant even move two of the most profitable companies in the world off the OTC.

Its a disgrace to Fannie Mae and Freddie Mac and to their hard working employees.

DC has-the-Budget all F'd Up as usual

Now they want to jack around with Fannie Mae and Freddie Mac to bail their sorry asses out one more time. A never ending circus show in DC.

Elon Musk showed them the way but they are to stupid to follow his lead.

Elon Musk just unloaded on the Big-Beautiful-Bill

Musk has had it with that shit-hole in DC.

Musk called it an " Disgusting Abomination " of the good work his team has done.

DC just doesn't get it they don't. What a disgrace to the American people.

Long Fannie Mae and Freddie Mac.

https://www.cnbc.com/2025/06/03/musk-trump-budget-bill.html

National debt causing massive problems for Fannie-and-Freddie

This is a big problem for the mortgage industry trying to deal with higher interest rates due to the MASSIVE debt run-up by all the idiots in DC. If anyone on the Planet knows how to screw up its them.

Can't even balance a check book. How WEAK can someone possibly get.

https://www.pgpf.org/national-debt-clock/?gad_source=2&gad_campaignid=17473447126&gclid=EAIaIQobChMI0-HLrNHVjQMVl_fjBx1_uzoVEAAYASAAEgIsFPD_BwE

Many more Hit Pieces on the way

DC is not going to give up easily.
They desperately want to keep these two companies as the biggest social welfare programs on the planet.

Long and Strong Fannie and Freddie

At tidal-wave of change has-happened this year

Lots more to follow.

Looks like one step at a time but all the same takes
us to where we want to go.

Nothing that your saying is correct

Read Trumps letter sent to Rand Paul.

Hmmmmmm......36 Trillion and Counting

I know some people want to just continue to blow money out the window that the country does not have. Its normal for weak people to do this.

Moody's downgrade of U.S. Debt ( Long-Overdue )

The country is basically in bankruptcy so no wonder the credit rating downgrade. This causes all kinds of problems downline for the economy especially for Bonds and Interest rates. That's a direct impact for mortgages.

The big beautiful bill needs a major overhaul before its even gets voted on. No work whatsoever on paying off the debt - what a nightmare for the American people.

They need to cut everything with no programs left untouched to fix the mess that they have created in DC.

Long Fannie Mae and Freddie Mac .

Good news another 41m made today

The money keeps pouring into Fannie Mae retained earnings another 41m made today and Freddie Mac made another 31m today.

Looking good !

Long and strong Fannie / Freddie

Fannie Mae Net Worth now over 100 Billion !

Net Worth after first quarter 2025 - 98.3B
Earnings first quarter 2025 - 3.7B
Earnings per day in first quarter 2025 - over 41M
Current Net Worth as of today 05/13/25 EST $100,067,777,778

Pulte has......NOTHING......to-do-with-the 17 year Conservatorship

Furthermore he has accomplished more in approx 30 days than all the other FHFA directors combined.
Pulte is setting the table for release with all the actions he has taken so far. He is waiting for the signal from Trump and or Bessent and IMO this will happen before the end of 2026.

Pulte posting about the Earnings Report is Important

This means only good things to come with him in charge.

Were setting in a good spot here.

Nobody has missed the DC interference here

They want Fannie Mae and Freddie Mac to remain as two big huge social programs that they can manipulate at their
calling.

First QTR results to be reported 04/30/25

At 0830 before the bell.

https://www.fanniemae.com/newsroom/fannie-mae-news/scheduled-release-first-quarter-2025-financial-results

Will Pulte speak up about the Earnings numbers

Its always maintain silence when Fannie Mae and Freddie Mac Earnings are released.
It will be telling to see what Pulte has to say about the Earnings numbers this QTR if anything at all.

Will Fannie Mae and Freddie Mac Take-a-one-time-charge

Due to Pulte having to clean up the......NIGHTMARE MESS...... left behind by others who was working the job.

Sales of new homes Jump 7.4% in March

https://finance.yahoo.com/news/new-home-sales-jump-in-march-amid-spring-supply-bump-175802872.html

SEC Commissioner Paul Atkins sworn in today

All the pieces are coming together. Investors here are in a good spot.

Long Fannie and Freddie

Fannie and Freddie Earnings / Stress Test

Earnings within a few weeks and the Stress Test results by the end of June.

Both will be good news for the investors here.

Navy

Just FYI the Cleveland Clinic has an excellent cancer treatment services ( Main Campus ) with lots of experimental treatments that are being tested there.

I am going to make an appointment for myself there for treatment hopefully a cure.

PennMilitia

Gold is up $113 dollars right now

Might be an all time record for a one day gain. Its a flight to safety.

Scott Bessent interview on Bloomberg at approx. 0830

China is selling massive amounts of GOVT treasuries

Because of the tariff war going on China wants to devalue its currency so the tariffs have little to no effect on them.

Possible huge drop in the market tomorrow

China trade differences on tariffs may lead to a ( huge drop ) in the market tomorrow. How far is the admin willing to allow the markets to fall before panic sets in and the selling really starts to accelerate.

If they push this to far it will be a big problem for the midterms.

Most of the market gains now gone

No good market news coming out of DC. Don't be surprised if the market finished in the red again today.