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I am not interested in a pyrrhic victory. You have not offered a workable solution. Just a pipe dream. Long arms with short pockets.
Thank you, Guido! Once again you prove the point.
A couple days ago you stated that it was your posts that have caused the shift to release FNMA and FMCC . Yet, when given a chance to contribute to a post that has over 12,000 views, the best you can do is a cheap personal, irrational, illogical, and just plain false attack on Pagliara. What is the highest number of views one of your posts has had? Why is it that you immediately react violently to any point of view that differs from yours and attempt to silence it? I will help you out and give you the answer. It is because you do not check your own biases, delusions, and blind spots. If you want to successfully invest and trade. The first thing you need to do is seek out and hear the other sides opinions and views. Otherwise, you walk right into the buzzsaw, in your case , again and again.. Let’s use Pagliara’s #6 here as an example. How in the hell anyone can say with a straight face the democrats are not skilled strategists is just laughable. Why do we still have Obamacare and an open border???? Answer, the democrats are extremely good at strategy.
I actually talked to Pagliara last night. His firm owns 23,000,000 shares of pref and he personally owns over 3,000,000 shares of the pref himself. He has also spent well over $1,000,000 advocating for the release. Could you even get your congressman to return your call? What I did not know is Larry McDonald … (you probably don’t know who that is) the author of one the most widely read books on the financial crisis said Pagliara was the guy to follow this year at a dinner in London recently. Nigel Farage was there too. I will listen and follow Pagliara.
End of the day to summarize … you have long arms and short pockets while being completely clueless. Money talks and bullsh&& walks. Or in the case Bullsh** continues to post irrational and illogical posts in your case.
Go post on his X. It’s help to almost 10k views …..
He’s up to almost 10,000 views. Come on , y’all are missing your chance to contribute to the dialog over there. Share your thoughts and do what y’all have said you would do , over and over again. Speak now or forever hold your peace. I’m betting none of you will. You guys really aren’t that pathetic, are you? Don’t render yourselves impotent. This is a great opportunity for you. 🐓🐓🐓🐓🐓🐓🐓🐓🐓🐓🐓🐓🐓🐓🐓🐓🐓🐓🐓🐓
Pagliara’s post has over 8k views… any of you jackwagons pipe in it on X? Yeah… didn’t think so.
Nighty night
Do you really believe congress isn’t aware of what happened???? The money went to the treasury. Now congress is licking their chops and can’t wait to get their hands on $220 million per district.
Congress cares about money and votes not doing what it is right.
Do you believe that half truths and lying by omission are acceptable? I don’t.
Keep eating the paint chips.
Oh boy… for the first time in 15 years we are seeing everybody and their brother come out of the woodwork saying release them. Everyone from democrats to republicans. Show me another time in the last 15 years where we have seen that? But instead of acknowledging a shift , y'all want just keep up the negative attacks that y’all admitted haven’t achieved jack…makes perfect sense to me. You are either part of the solution or the problem. What does the negative illogical posts achieve? How do they lead to profitable exit? They don’t.
If I don’t agree with you that makes me anti shareholder… that is just stupid and illogical. I own 100s of thousands of shares of the JPS.
Doing the same thing over and over again expecting a different result is the definition of insanity. So I guess keep posting….its worked so far. 😂
“Fellow travelers”… no. Don’t deflect or go further down the paranoid rabbit hole.
You realize the majority of your posts are filled with flawed reasoning… aka illogical.
I can send you a book on logic if it would help.
Do you honestly think that helps getting them released? It’s almost like you don’t want them released because you would then not have something to bi#%^ about.
Wake up and open your eyes. They are using affordability as the excuse to release them.
There is a shortage of housing, some say anywhere from 5-8 million units. The builders have all done a great job of not over exposing themselves and their balance sheets are night and day different than 2008. Interest rates really don’t effect as much as you think because of the incentives builders can offer to lower the rate. Bottom line we could be short units for at least 5 years or longer. Dont believe me, talk to a developer or invest directly with a developer….
Yeah… good luck with that.
What is the legal argument????????
Pigs get fat, hogs get slaughtered.
Looks like some common owners woke up today and realized… holy cow these warrants could seriously dilute us.
Still not too late to buy a little JPS. Be a pig not a hog.
That is a great idea. Pay tax and then get diluted. That is some real crackerjack financial planning.
So you personally and publicly attack the judge???? Great strategy!!! You clearly have been involved and funded litigation before haven’t you?
No need to answer.
Yeah you got me… completely unresearched disconnected from reality. My apologies if you misunderstood me. Simple minds are easily confused.
Interest is running. If they appeal, the interest jumps to around 9%. Great if he signs today, and if he doesn’t sign that’s fine too. I own over 250, 000 shares of the Jps at a cost basis under $2. The payout when it does come with be nice. But the case had nothing to do with my decision to put on the position.
On a side not I think it’s incredibly stupid to attack and insult a judge.
I agree with you! Look at AGM and SLM. Both GSEs and both have a pe around 11 - 11.5. I question how even a 10x would be appropriate for either Fnma or Fmcc in the beginning.
Keep posting and sharing your view point.
Thank you for saying that!!! Well done!!!
Hey , hey there grumpy, turn that frown upside down!!!
Stay tuned, I’m waiting a jingle to help educate the board. Maybe that will brighten your day.
That was funny.
LOL.. I almost spit my coffee out. You guys are funny.
It’s because of those big fat juicy warrants that they will be released. Joe’s giving away free homes, didn’t you see that today? All this and more will be paid for by the warrants.
Still have time to buy some JPS…. Hurry it’s not to late
Great idea, you should call him up and retain him.
68 when it went public. Safe travels home. Tell your mom hi for me.
Seniority is the first step to communism. Screw that crap. I believe in free market capitalism. Post away brother.
And I would have gotten away with it too, if it weren't for you meddling kids!
Due to raising interest rates. QE was a market distortion that was allowed to continue for way too long.
Thanks, it’s sadly just another a liability transfer so the band can play on. But I can live with it.
Yes, you seem to understand bank’s capital rules. FED is also squeezing commercial real estate, office space specifically. There is actually shortage of class A retail let’s not get confused. Since spring, there has been a lot of lobbying going on to have them support MBS again and that is why they will be released. FED ain’t buying anymore. Still feel commons will be diluted but as you pointed out there is profit in supporting MBS portfolio. Which is what will help commons in the long run. To answer the capital question they are already there. The politicians are just trying to figure out how to waste billions calling it affordability.
Great!
The FED… their balance sheet. Expanding or contracting?
The last paragraph is all you needed.
Prior to 08/09, did Fannie and Freddie support mbs in open markets?
28pts off. That’s fine I would not say that is high 7s but you can.
Go back to mbs in those bank fixed income portfolios. If they need to be sold today, do think it’s a profit or loss for the banks?
Bob you haven’t answered my questions. Please
Wrong . Avg credit score is at best low 700, I want to say 720 but I’m not looking it up and I’ve been on a plane all day.
Tell you what sparky to save time. What is the total amount of mbs owned by the 25 biggest banks and thrifts. Ready set go….
Then I’m going to ask you pull the publicly trade private equity firms like blackstone. Then after that I’m going to ask some random question about who was tasked to liquidate SBV’s portfolio of mbs… hint blackstone.
Then I’ll ask a macro question on whether or not you think the FED is still buying MBS. Then I will direct you back to understanding fractional reserve and ask what percentage of mortgages are held in portfolio at banks. Finally I will then ask why do GSEs trade at AAA and direct you a very big thick black book at Barnes and Noble about fixed income analysis it’s a classic and it’s cousin about equity analysis was written by the OG himself.
Dont be myopic, see past the single rung that Fnma and Fmcc on and then understand the whole system.
Capital
Fulcrum, seriously??? I have done private DIPs in the past.
Please just. Seriously go back and look at the bigger pitcher. What is the purpose of FNMA? What is their role in the system? Get back to basics first. Hint… capital. Understand all the players capital requirements.