New Housing Ad problems ... I'm afraid there are some misconceptions going on here with this new housing ad on truthsocial. Not the least of which is the confusion that the group posting this ad itself may have.
First, this ad is NOT a Trump, nor a Trump administration ad; it is from the organization called "HousingforUS." They are a "non-partisan" coalition of organizations and labor unions advocating for construction of workforce housing - THAT IS WHY THEY WANT to free Fannie and Freddie and WHAT THEY WANT "the money" used for. They have NOTHING to do with shareholders NOR DO THEY CARE ABOUT the two decades long conservatorship theft or shareholders.
Second, that being said, it is NOT wrong nor bad to advocate for middle class or workforce housing, but dollars to donuts says there's more than a fair share of socialist policies under the hood than anyone who has not dug into them would know at first glance. They want Fannie and Freddie freed for those purposes ONLY. Do NOT automatically assume they are an ally.
Third, the U.S. is $38 TRILLION in debt; THERE IS NO FREE MONEY WAITING TO BE HAD FOR HOUSING. The $300B FnF already repaid is LONG GONE, lost in the fungibility of money and U.S. government budget accounts. The belief by ANYBODY that the value of the warrants - around $300B - is somehow accessible in some immediate or near-term lump sum to just throw at housing is completely deluded. We've all seen the difficulties with even getting even a $30B IPO off the ground.
Even though I am VERY MUCH IN FAVOR of housing for working class Americans and boosting the housing industry, there is the matter of decades long theft, conservatorship and shareholder rights principles THAT MUST BE CORRECTED which the politicians and all these housing groups DO NOT RECOGNIZE and largely feel is in conflict with the social housing goals. TRUST ME when I say, if shareholders are properly compensated first then ALL THESE GROUPS WILL pitch a furious fit that the administration is compensating "wealthy shareholders, hedge funds, blah, blah, blah, etc." - you all should by now be well-versed in these narratives.
Decades of fuckery has left this administration in a precarious position - between a rock and a hard place. The delay in the original IPO plan and Ackman's proposal has made clear that Wall Street will NOT be able to IPO these companies as originally planned (high IPO price/largest IPO of all time, etc.). BUT, Ackman's plan to follow through on Lutnick's comment about "marking to market" this asset is spot on. Following througn on Ackman's plan IS the way to go, BUT I ASSURE YOU there WILL BE plenty of opposition - especially with these housing groups if they do NOT see a very significant amount of government money (which they expect to come from Fannie and Freddie) thrown immediately at housing.
Finally, Ackman's plan is better than most people understand, and NO, he did NOT advocate for keeping the GSE in c'ship for the full rest of Trump's term. Analyzing his full thoughts closely it is advocating the c'ship continuation (in the short-term) to combat all the naysaying fools and opposition arguing that mortgage rates will go up if FnF are released, but only continuing the c'ship while a more full and free-market management team and board is put in place and a final analysis is done on calculating a more appropriate risk adjusted required capital ratio is calculated, which in all likelihood would lower that rate. This would in turn increase the so-called "mark to market" value of FnF shares which would then allow for a 5% or so secondary offering which could then be totally thrown at home builders and housing policy. This is the way to go! But, again, housing advocate WILL BITCH about shareholders reaping a windfall - just expect it!
One can avoid reality, but one cannot avoid the consequences of avoiding reality.
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