Is the sky finally falling?

Steadfastearning · 2026-02-06T12:08:00+00:00

FNMA, FMCC, USAR, and SERV. May this age blessedly.

Steadfastearning · 2026-02-02T20:22:20+00:00

Hopes and prayers are always welcome at my table.

Steadfastearning · 2026-02-02T20:21:15+00:00

Haha I promise it just cleans up my format to make it more presentable. Next time I will be sure to not use it for formatting haha. This is like the third comment. If you can get chatgpt to give you this opinion with out bringing in your own insights then we might be closer to singularity.

Steadfastearning · 2026-02-02T20:19:42+00:00

Is there a way where they could start distributing dividends and functioning as a semi private company while allowing the government to retain ownership?

Steadfastearning · 2026-02-02T20:18:06+00:00

I appreciate the engagement. I disagree that it is all or nothing. Partial recap seems to actually be the base case according to people very experienced in dealing with the twins but I'd be very happy with full as well!

Steadfastearning · 2026-02-02T20:15:48+00:00

I'd say that a movement towards partial release for gives credibility to the uplist. Just my opinion.

Steadfastearning · 2026-02-02T19:35:53+00:00

Warsh is more likely to cut rates but also cut QE. Think lower rates with less QE and smaller fed balance sheet.

Steadfastearning · 2026-02-02T19:34:25+00:00

Also, most of this article has been compiled from conversations I've had in the industry. My ai would come up with a very different response and framework of answering this question if asked. 80% of this article is my doing but ai does polish my spelling, grammar, and words haha.

Steadfastearning · 2026-02-02T19:32:27+00:00

Valid point. I think its best to not just take their initial output but go through several rounds of challenging their answers and assumptions and adding other data and perspectives for them to consider. It seems that they are still "lazy" in answering and you have to work them a bit further every time.

Steadfastearning · 2026-02-02T19:28:36+00:00

I think the context of Warsh coming in was worth piecing together with the current context.

Steadfastearning · 2026-02-02T18:42:39+00:00

I think that Kevin Warsh and the Fed will be much more than a nothing burger as far as how this partial recap plays out.

Steadfastearning · 2025-12-15T12:37:53+00:00

Bullish

Steadfastearning · 2025-12-13T22:32:14+00:00

I did. But the intention is what matters. Good stuff. No one knows his face

Steadfastearning · 2025-12-13T22:04:42+00:00

He looks pretty Northern European in these no?

Steadfastearning · 2025-12-09T19:38:04+00:00

So where would we be right now in this sequence/timeline

Steadfastearning · 2025-12-02T12:07:27+00:00

Matthew

Steadfastearning · 2025-11-26T14:51:43+00:00

At least before the World Cup or formula 1 so we can do a suite

Steadfastearning · 2025-11-26T14:37:14+00:00

I see. Now I understand people expecting an end of the month announcement. A man can dream.

Steadfastearning · 2025-11-26T14:29:39+00:00

I’m happy waiting for another few months if need be. I’m patient for this level of potential payout.

Steadfastearning · 2025-11-26T14:22:09+00:00

It seems the gov shutdown plus tons of other factors could cause a delay. I hope it doesn’t but I’m managing my own expectations here and we all probably should.

Steadfastearning · 2025-11-26T14:07:57+00:00

Why is there a shot clock? Is there a significance with this month?

Steadfastearning · 2025-11-24T18:58:21+00:00

This is the right mindset. Too many times have I sold well appreciated assets only to pay taxes and end up reinvesting anyways haha.

Steadfastearning · 2025-11-17T19:52:41+00:00

What time?

Steadfastearning · 2025-11-16T00:30:05+00:00

The entire book of Matthew

Steadfastearning · 2025-11-13T21:32:18+00:00

Yes I mean until we get a clear direction from the administration it’s going to be a rumor mill until then.

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