Replies to post #837718 on Fannie Mae-No Politics (FNMA)

[bradford86]

I have disagreed with Ackman and believe the easiest path for the Govt will be to convert all or some of the SPS to common. That’s not a statement of anything but my views.

I have not said that. I have disagreed with Ackman and believe the easiest path for the Govt will be to convert all or some of the SPS to common. That’s not a statement of anything but my views.

— joshua rosner (@JoshRosner) July 23, 2025

I am not promoting anything. I do not believe the government will rip up all of the SPS value. And as long as there are clear shareholder protections going forward, I don’t believe new investors will go on strike. I’m not saying what should or shouldn’t be, just what I expect.

I am not promoting anything. I do not believe the government will rip up all of the SPS value. And as long as there are clear shareholder protections going forward, I don’t believe new investors will go on strike. I’m not saying what should or shouldn’t be, just what I expect.

— joshua rosner (@JoshRosner) July 23, 2025

[Guido2]

The solution is just upholding the US Constitution. If the government does what's right by Fannie and Freddie, the government can actually benefit by selling Ginnie Mae in an IPO. Using Patswil's valuation, FnF market value is $588 billion. The total valuation for MBS (including Ginnie Mae) is $840 billion. Won't be hard for President Trump to raise $250 billion in a Ginnie Mae IPO.

Shrug. Shrug. Shrug. Wow my back and shoulders feel great!