#Oil deal enters endgame – export restart now hinges on final sign-off #Kurdistan $DNO $GKP $GENL $SMN open.substack.com/pub/norwaystoc… $DNO.OL

#GKP #GENL $DNO $HKN $SNM #OOTT #Kurdistan APIKUR

JPS conversion is likely off the table if/when Treasury converts SPS to 90%+ of $FNMA & $FMCC. Either way, SPS conversion or SPS write-off w/ JPS conversion, existing common left with <10%. Don't blame me - it's just math. Remember: Capital structures matter in restructurings.

Mr Ritter gets lots wrong, but he is more right than wrong on his Homan take. There is something ugly &un American about this.

Pulte How does one borrow $191B from treasury, pay back $301B and the books still show nothing was paid back? Something smells - BAD! $FNMA $FMCC

That is pure 😈, working to destroy the American dream, why would they do this? Who is to grain from killing these to companies? Was this a deliberate move to destroy homeownership and make us all renters? Just thinking out loud, would love to hear people's opinions, $FNMA $FMCC

Cantor just hired a senior banker to cover the GSE’s. Wonder if Howard Lutnick’s firm will get a piece of the biggest advisory project in a decade? $FNMA $FNMAT Charles Gasparino Sonali Basak

Laughable horseshit posted at the direction of the unfiled lobbyist now under federal investigation for trying to blackmail and threaten FHFA Director Bill Pulte

Y’all didn’t listen and now Roger Stone is coming for your asses! ✌️✌️

IF you're interested in who is driving 'the GSE reform', This is One of the Best Threads Jonathan McKernan, Luke Pettit, and Mark Calabria are the main players in reform & release of Fannie Freddie All of which have a deep understanding and are not new to this game

Why not in the USA?

Pulte I believe the government is conducting economic warfare against the shareholders of $FNMA and $FMCC. Ignoring shareholders is wrong. Long $FNMA $FMCC

Just got a quote on 2-1 condo 1000 sq ft for LVP $5800 turnkey. Tear out, carpet, 12mil LVP and provide & install new base boards. Am I getting ripped off?

Trump has spoken!! Bullish AF on Fannie / Freddie

Pulte

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Fanniegate Hero Even the CBO has it pegged at 9b shares. 9b/18b (earnings) =2 x 10pe = $20.

Another article claiming renting is best, this is in Japan so maybe not apples to apples. There is huge subsidies built in to owning that are totally missed in the analysis. The biggest correlation between the rich and the poor is home ownership so... konichivalue.com/p/why-buying-a…

Bottom line: Over $200B in non-cash charges—never realized—were used to justify $187B in senior preferred draws. And yet, mainstream coverage still claims Fannie/Freddie owe Treasury, and that the GSEs need to raise additional cash to pay back the Treasury. That’s false. The

wait what $FNMA $FMCC