Why do you bother to argue with that poor guy? Whatever he is saying had been said by many others many times. What's the big deal? Just because he called himself AT and pumped FNMA on message board a month ago?
His current trade Long FNMAS/Short FNMA is probably the dumbest. We saw people who did this got killed in 2013 and 2014.
BTW, Kellogg sucks at finance. If you got an MBA from that school, you'd better set your career in selling socks or perfumes.