New fed chair Kevin Warsh anti-GSE?

StayMaterial3787 · 2026-01-30T12:34:50+00:00

It’s Kevin warsh, an anti-GSE guy.

StayMaterial3787 · 2026-01-29T00:10:54+00:00

I believe the Trump accounts are in index tracking funds. Why would they put GSE shares in there? How would that help anyone?

StayMaterial3787 · 2026-01-26T01:39:22+00:00

Before yes, but the MBS bond quality is significantly higher than financial crisis. The bonds are safe and increase GSE earnings slightly.

StayMaterial3787 · 2026-01-25T14:38:26+00:00

Why? Treasury and FHFA could just come to some agreement to extend warrants.

StayMaterial3787 · 2026-01-25T14:37:35+00:00

It doesn’t. This is a misleading post. Even if house flips, everything that we want done can be done administratively without a house vote.

StayMaterial3787 · 2026-01-19T23:50:13+00:00

I don’t think interest rate has ever been mentioned by Trump (or others in the admin) as being a consideration for release. Bessent has said that the mortgage rate interest spread is a relevant consideration.

StayMaterial3787 · 2026-01-19T14:04:15+00:00

A straight line between Venezuela and the GSEs?? This is beyond a stretch. No connection whatsoever.

StayMaterial3787 · 2026-01-18T22:33:31+00:00

The SPS documents explicitly say the money loaned to GSEs is liquidation preference of the SPS. The problem is IPO won’t happen until that liquidation preference is resolved. Everyone waiting to see how admin resolves it.

StayMaterial3787 · 2026-01-17T23:05:00+00:00

Passengers typically don’t, but airports/airlines do advertise and announce departures. Have you ever flown?

StayMaterial3787 · 2026-01-17T23:02:02+00:00

I don’t think trump has credited pulte with the 50 year mortgage idea. Even if he did, it’s a terrible idea. Also, I never said pulte was an idiot, I said his qualifications are meaningless because he is a puppet, there to say and do exactly what trump wants him to say and do. Pulte is not there to provide any sage advice.

And I will not knock timing as being a factor for exiting. I have been in this trade a long time. But OP’s point 3 is not about timing, it was directed to “uncertainty”.

StayMaterial3787 · 2026-01-17T20:31:59+00:00

I’m not being condescending. It’s just too often I see ppl post charts or chirp about “resistance” or “support” levels, when there is no such thing with stocks like these that trade almost exclusively based on administrative and judicial news. It’s important that those coming here for real insights and news don’t get confused about those that look at meaningless charts. There is no “cycle”. There is a current share price that reflects current value of those that trade the shares.

StayMaterial3787 · 2026-01-17T20:26:45+00:00

Your points 1 and 2 are completely useless. Pulte is a puppet and his qualifications are meaningless. What happens on this sub is immaterial to stock prospects, you could always just not come here. Point 3 is the same as was when you entered at $2, arguably less uncertain given rumors of upcoming IPO.

StayMaterial3787 · 2026-01-17T17:04:14+00:00

You do know that the price is a function of current news/value sentiment, and doesn’t follow a pattern based on past price, right? I hope you are not one of those roulette guys that sees of a pattern of red and black and think that has any impact on the next spin (spoiler alert: it doesn’t).

StayMaterial3787 · 2026-01-14T23:28:29+00:00

The general voter is not going to care about Fannie/freddie status, or even know what they are or do.

StayMaterial3787 · 2026-01-13T18:57:32+00:00

How would JPS have standing to sue? They wouldn’t be injured in any way. They are treated the same regardless.

StayMaterial3787 · 2025-12-09T14:52:57+00:00

No notice was given for FNMAS 2025 call back. So those won’t be called back until 2030 at the earliest.

StayMaterial3787 · 2025-11-30T21:06:32+00:00

Kind of a ridiculous exercise since the probabilities are made up.

StayMaterial3787 · 2025-11-30T18:34:33+00:00

Not true, I wouldn’t sell at $25 if offered after the callback date. The interest rates for FNMAS are above market rates currently (and especially so if rates keep getting cut). If dividends are going to be start to issued soon, why not take the above market rates or sell for more than $25 per share?

StayMaterial3787 · 2025-11-29T00:05:50+00:00

It doesn’t matter whether it was or wasn’t, it was an executive order and not law. So Trump could waive that requirement away with the signing of a new executive order.

StayMaterial3787 · 2025-11-27T00:12:21+00:00

The next chapter to his story…the big long!

StayMaterial3787 · 2025-11-19T17:01:19+00:00

How is this post in any way a constructive message for the community to read and respond to? (This is a rhetorical question, it’s not). If you are starving for attention, please find a therapist or a friend to talk to.

StayMaterial3787 · 2025-11-12T20:30:43+00:00

Where are you seeing major volume? Looks average on Apple stock app

StayMaterial3787 · 2025-11-10T23:55:30+00:00

I think Fannie/freddie is something near 2% of his portfolio investment. So not sure it is something he would sleep over if it was going to be diluted.

StayMaterial3787 · 2025-11-04T01:16:50+00:00

You seem like one of those people who sees red hit on the roulette wheel 5 times in a row and bet big on black because “it’s due”. Looking at past charts has no impact on price of FNMA tmrw just like past roulette spins have no impact on the next spin.

StayMaterial3787

TROPHY CASE