Fannie Mae-No Politics (FNMA)

[ZZ Fannie]

Appreciate the question, Golferman.

To be clear, no official confirmation of anything yet. The drop seems tied to a Bloomberg article mentioning that Trump’s team may be weighing options around the $340B senior preferreds, potentially monetizing them to address broader fiscal goals.

That interpretation, combined with no statement from leadership has triggered market uncertainty.

But let’s not jump to conclusions. This could be:

Misread policy chatter,

A negotiation tactic,

Or just noise in a volatile environment.

Until we hear directly from Trump, Pulte, or Bessent, I’m not making any assumptions.

What we need now isn’t panic, it’s patience.
I’m still holding. Watching. Waiting.
But staying strong until we get facts, not fear.

ZZ F2 Commons Rule!