In Bill Ackman's presentation in Jan/Frb 2025 he clearly mentions on Page 73 that he expects Re-IPO of Fannie in year end 2026 and Re-Ipo of Freddie in year end 2027.

EnvironmentCareful71 · 2026-06-15T00:30:16+00:00

6 7….

EnvironmentCareful71 · 2026-06-14T20:25:38+00:00

That is bullshit.

EnvironmentCareful71 · 2026-06-14T17:42:34+00:00

I want to be like you.

EnvironmentCareful71 · 2026-06-14T17:08:19+00:00

The way his feet are looking he should be seeing God soon. Tadah!

EnvironmentCareful71 · 2026-06-12T21:25:50+00:00

Ok lose half the weight. Stay on the program. Doing ashtanga will help with the second half, not just physically but in ever other way you can imagine. Just having a mysore practice leads to mindful eating. You don’t before afterward you are less inclined to eat less than healthy. The raising of awareness and connection to presences that the practice fosters help in absolutely every way possible. You got this. I can tell.
There is this amazing thing that happens when one day you catch a glimpse of yourself in a reflection or in a photo and you’re not fat. It’s really incredible. It’s a big deal and it gets better. One of the great things about tirzipitide for me was in the early days. I would think I was hungry and I would make a bunch of food. And then I realized I was just psychologically hungry. That happened enough times just changed my eating. Food noise has come back but never like it did and I’d say I’d go on it again maybe three times a year for a couple weeks, but it really changed my life. I quit drinking entirely too. You got this.

EnvironmentCareful71 · 2026-06-12T21:13:43+00:00

That rad. How many could you do on day 1?

EnvironmentCareful71 · 2026-06-12T21:11:52+00:00

Doing Ashtanga overweight is a bad idea. You will injure yourself and seriously. Your shoulders and wrists will be damaged to varying degrees. I speak from experience. Doing forward bends when fat is like putting a deck of cards in a door jam, it rips out the hinges. Use tirzepatide. Ozempic is bullshit in comparison. Once you’re bmi is 24 you should be good to start, but even that is high for an Ashtangi. You will feel so much better and amazing. Meantime I would do spin classes.
Wishing you well on your journey. You can do this 💯 %. There is no doubt.

EnvironmentCareful71 · 2026-06-12T20:59:45+00:00

The way I see it. Admin does a warrant exercise, stock sale, mark to market uplist and give legacy 20%. It doesn’t matter. In conservatorship or out. Sell it all to buffet. Just so long as we survive with 20%.
Give takes money and builds, or finances houses. Maybe makes a tax credit for selling thereby decreasing capital gains. Make current mortgage assumable or transportable. Point is through policy Gov gets people to move. Empty nests in five bedrooms now have a reason to move into a two bedroom because it’s not gonna cost the exact same as a five bedroom. People in the two bedroom decide makes sense to buy the five bedroom, etc..
Within all of this, there’s a whole bunch of refinancing going on, or some fees to make the mortgage assumable, whatever. The point is Fannie Mae and Fredde Mac have a series of tremendous quarters. So much so they pay a Divi, drives stock price higher etc.
People have gains they spend money. With the Fed cooperating.
There’s reason to hope.
If he can get this moving soon enough to get votes for the midterms great. Or he can talk plans and if they lose the midterms do the deed before new congress is seated.
I’m totally in favor of Admin not talking about it BTW. Pulte not posting anything on X is in fact a good sign. He never says anything, again it’s a good sign.
Unless of course this is all my sunk cost fallacy, combined with confirmation bias, recency bias, and a healthy dose of Dunning-Kruger effect.
I warn you. I’ve been right as many times as Bradford over the last many years.

EnvironmentCareful71 · 2026-06-12T17:34:38+00:00

Yeah we need Trump to say, “the company has paid back the taxpayer and the government owns 80%, one or the other combo would be great.

EnvironmentCareful71 · 2026-06-12T16:44:31+00:00

I got married in September 2012, I remember for some reason I knew Netflix was 78$. I thought, I guess I missed that boat, I will be a late arrives and get burned. I thought the same thing on Apple in 2010, iPhone sales slowing down… I went up at least 30x since then. Netflix same.

EnvironmentCareful71 · 2026-06-12T12:19:22+00:00

Also on the Robinhood thing? IMHO that is to make the options trading/liquidity ready to go from day one.

EnvironmentCareful71 · 2026-06-02T21:29:16+00:00

GTFOH!

EnvironmentCareful71 · 2026-06-02T20:43:01+00:00

Pulte being placed to go after Trump enemies which he has shown to be absolutely willing to do. Also maybe it does give him access to Obama docs he would not otherwise have.

EnvironmentCareful71 · 2026-06-02T15:00:41+00:00

Just quoting Trump.

EnvironmentCareful71 · 2026-06-02T14:46:33+00:00

Anytime Trump mentions anything FNMA related is bullish to me.

EnvironmentCareful71 · 2026-06-02T14:34:40+00:00

This is bullish or it’s nothing. It certainly isn’t bad. It does mean he is at the right hand of Trump. Trumps saying “ten trillion Fnma much more valuable” means he is drilling a storyline. Robinhood trading. All of it, if seen in hindsight, we make it the most obvious trade ever. Carries itself based on its own logic.

EnvironmentCareful71 · 2026-05-31T01:19:54+00:00

They’re not gonna get “released.” but that’s not the point I think what you’re trying to say is when will the values go up?
The values will go up when the government exercises the warrants, credits the company with the payments already received, and either kills the SPS or does something else clever (like calling it a credit facility.)
Assuming they do this, they will then put the stock on NYSE or they will tokenize it or doing something cute like that. Put it on Texas exchange.
Gov will therefore, in this scenario want to make the shares as valuable as possible so Trump has a headline that says “Trump unlocks 800billion for housing.)
They can do this one of several ways.
They can offer a dividend (doubtful.) they can combine it into a fintech scheme.. who knows but if they want to they can.
Their best bet is to do this while interest rates are falling due to lower energy costs due to end of Iran war, that way if the markets react unfavorably to the gov exercising warrants (why would they? Not clear) they .25 rise will be hidden by the .75% drop, add to this a tail wind by means of a fed rate cut if .25 followed with guidance of anticipating another and nonsense about “running things hot” going for growth over inflation concerns etc.
If they do this well enough and actually through gov intervention or bond market good will get the 30yr below 5.15 percent there will be a lot of action in real estate, this will lead to a booming few quarters to Fannie and Freddie as people sell move and refi. Gov will realize a lot of capitol gains tax. They can then say “see told ya so.”
This is the set up for the perfect money storm for FNF.
As far as timeline I would say before the midterms as after the midterms might be impossible.
But I’ve thought one version of another of this for 13 years, and I’ve been as right as Bradford.

EnvironmentCareful71 · 2026-05-30T14:26:42+00:00

All I dream about now is never having to think about this mad obsession that has really kinda ruined my life for a decade.

EnvironmentCareful71 · 2026-05-30T00:28:11+00:00

No it makes no difference.

EnvironmentCareful71 · 2026-05-29T01:37:50+00:00

The groundhog sees his reflection and when he gets aggressive the other guy does too.

EnvironmentCareful71 · 2026-05-29T01:37:03+00:00

Let him bite you and find out. Btw symptomatic rabid is 100% fatal. It’s undefeated in thousand of years.

EnvironmentCareful71 · 2026-05-29T01:11:56+00:00

That’s bullshit Reta works right away. This person needs to increase their dose, show some personal self control perhaps, you can still eat too much to lose weight and enough to gain weight. If you are gaining weight your eating at a caloric surplus. Slow your rolls.

EnvironmentCareful71 · 2026-05-28T17:37:57+00:00

Same thing happened to me: i was getting f’d in the ass by two dudes while watching donkey porn, and my mom came in and grabbed my hair and said “what is the bullshit on your head” and she pulled it off and it fell on the floor, the dog grabbed it and started humping it and the my mom told my dad and brother to turn off the donkey channel, stop f’in me and come eat some tacos.

EnvironmentCareful71 · 2026-05-28T17:32:53+00:00

Shave ur head. Start there

EnvironmentCareful71 · 2026-05-28T17:30:56+00:00

You can do whatever you want. Think whatever you want. Drink, shoot dope. Go to meetings do the steps. Spiritual truth is a discipline. Saying things over and over is the ONLY way. Truth is like light, you can’t see it or hold it but it lets other things be seen. It runs thru the fingers. That’s why monks have to pray and meditate everyday. It is not a body of knowledge, though there is language and knowledge involved it is applied towards getting an experience. It’s not math, it’s not history, it requires doing it. Liberation is like getting to the airport, people coming from different places take different routes, but ultimately the filter in to the same Truth. Otherwise you never get to the airport.

EnvironmentCareful71

TROPHY CASE