Fannie Mae-No Politics (FNMA)

[GreatFinancialCosplay08]

Horseman I'll do a writeup for you that's coherent because the truth is - the surrounding factors and current book health and profitability of $5M per quarter in the restricted form under the bogus Socialists we have in DC ruling 12/16 years since 2008 is why Bill Ackman's idea of a "Trump Trade" and my own are far more than just the release of the shares to the shareholders, private managed without FHFA conservatorship, Treasury BS, the works. But I can 100% tell you before I have time to write that up my twitter @StankoniaCap has enough for you to dig on me covering with citation and images why there's more to learn for almost 95% of folks posting Seeking Alpha posts, ADVFN and even tweets about all these things the FHFA, the govt, and the fact I haven't seen one person think about how this is no longer 2008. That's probably the biggest shock in the simplest way of saying it that the world of retail and even casual observers of the markets or housing market here are going to be hit with. It's a good thing if you hold your $FNMA and don't let any one person tell you a thing if you have an understanding of all factors that tie into the fact - even if you still know how Fannie Mae profits and how the business runs... How optimal and lucative is it and what is the necessary and sustainability of it operating on its own that is so far more advanced and when privatized- going to make those already amazing $5B Q profits look like nickels?

As for liquidation. That's 100% never going to happen. It's not a bankruptcy. It's not a struggling company. You do mistake the fact that Socialist ideology has been operating too long and the people who want to lend here for a second housing boom just got back from 2008-2022 in PRC China where the game of musical chairs stopped as without a USD western bailout - China can't even restart it's ghost city building ponzi -bond defaulting and $330B liability owing Evergrande Group and like dominos due to forcing their local banks to overextend to all developers in China, the PRC has left it's local banks in a failed state and no property market or growth is there. However... It's right here. It started with Trump's administration. The start is in the Rand Paul letter.

But JOoa0ky spends more time trying to be right based off things repeated for years on boards and even from the FHFA, the govt, or guys like Mark Calabria -- which honestly, if you read Timothy Howard's blog... it's easy to get the picture that you need to start forming your own view on what the state of the market and the strength of the companies really are and what role will they play in a second US Housing boom cycle? The truth is - it's the nuclear reactor/flux capacitor and 2024-25 - both it's reformed process of providing mortgage lending banks much needed capital and offloading their books to meet high demand for new homes and buyers that will be lined up when GSE's are released AND the HUGE demand for MBS access and global entry of millions of wealthy and high volume trade to buy GSE MBS using CMEGroup. They launched their MBS offering on the world's largest vol of US Treasuries platform called BrokerTec.

again - lets say that the price of common shares is not going to be a problem from here thru the duration of the next 3-4 decades of US Housing Market booming - with proper risk mgmt and liquidity making sustainability + a model that just keeps on working. Should demand slow eventually so be it, but that won't make the MBS market or Fannie and Freddie spot price and dividends crash. People are always refinancing in these booms and they also like to acquire more than 1 property as this is the true effect that will regrow the middle class that 2008 and Voting for Change (to Socialism) is being exposed for. That's why Trump's letter in 2021 to Rand Paul leaked to give us writing of his plans to not just end conservatorship - have a huge sale to make (YES commons) a large starting point once thrown on the NYSE again - because that's not dilution it's called smart money willing to pay $50 say for shares despite more of them being aware that globally quicker connectivity, access worldwide, CMEGroup adding MILLIONS of buys means the world is about to not just invest more in the common shares for dividends etc, but the MBS market will be so insanely profitable for the GSEs bc CMEGroup offering MBS and bc of high demand from very sophisticated firms and wealthy ones around the world means that even a couple billion more common shares dilutes nothing. It's literally a non-issue.

JOol w/e has some sort of jealousy towards me trying to spread positive knowledge I've acquired when I can as to why the liquidation BS is 100% garbage. You don't know the company inside out - you don't add in the fact it is not 2008's connected secondary market but 2025 when they hit the NYSE with commons and GSE privatized operations will be one of the world's most healthy and sustained highly profitable public companies ever to exist.

Laugh all you want but in conservatorship being Fortune 25 and 28 out of the Fortune 100 is not by accident.

The rule of absolute priority. That's not applicable to this situation chief. If you can't be told to look deeper when you're wrong or at least trying and get a better grasp than just linking investopedia - you're always gonna be the know it all that spread false info to people who might have had an open mind and stumbled upon a post like others make that I have used to take a long trip of my own to discovering even more validity in what exists, what is ahead, and how the company has more than one extremely qualified investor or former FNMA employee from the 82-04 privatized era who has an excellent blog that is easy to see the truth in it and that he gives you understanding to fill in your own blanks.

He who clicks the clown emoji in the trade of the generations ADVFN board is the one who is foolish enough to think investor board ego = more worthwhile than opening your mind to understand this all with a pretty incredible accuracy before it manifests in reality.

Buffett isn't an oracle but he positions the same way. It's called wisdom. You learn the process of critical thinking and open mindedness and pursuit including always reading and studying for answers = wisdom.

You don't have that and without it you are denying yourself a really amazing opportunity if you're on this board without THIS asset. Sad.

My daily post is now used. I am limited because I hurt Bradford or whoever he is feelings because he's a PFD shares only guy. Take seeking alpha articles with a grain of salt.

If you want some truth and knowledge this is where to get started: https://howardonmortgagefinance.com/2024/07/09/the-mbs-vigilantes/

Also when people say that GSEs will liquidate the company because they heard some really dumb take - I have to almost calm myself down from the absurdity of it all. Timothy Howard, Bill Ackman, Fannie's CEO already say the books are great, the capitalization is excessive and enough and when someone says a GSE would liquidate it's corporation as if some CH 7 is coming and creditors will be lining up? I'm dying. $132B combined since Sep 2019. In a SOCIALIST administration at that. Still making $5B a quarter. Liquidation? Please educate yourselves if that's actually a serious concern here.