The notion that Fannie & Freddie leaving conservatorship would raise rates by 100 basis points is not even close to serious, just an insane claim - spreads were actually lower pre-conservatorship

When I lived at home, I followed my parents rules. They paid the bills. When I moved out, paid my own bills, I made my own rules. If states want the freedom to make their own rules, they need to pay their own bills, take responsibility, and not blame others for their problems.

The actual mistake is that Dems/Liberals talk AT people and don't listen. Joe Rogan is a listener 1st. Democrats want a liberal Joe Rogan to help them win elections. I'm right here. | Opinion usatoday.com/story/opinion/… via @usatoday

Fannie Mae and Freddie Mac will be way stronger in Trump's hands, Bill Pulte says | Fox Business Video … 3:33 ⁦Pulte⁩ “Frankly the businesses don’t need capital”! He said it! ERCF change incoming?! foxbusiness.com/video/63737979…

Why isn’t Pulte telling us “Frankly the businesses don’t need more capital!” Plastered all over my newsfeed? That’s the statement of the week for sure and it’s only Monday! Fanniegate Hero midas79 Alec Mazo Bill Ackman Bryndon Fisher

NYC dems had to choose between a socialist or supporting sexual assault. It was a false choice and broken political system thanks to the dem party leadership. It opens the door for an independent or republican in the general election.

I agree, 100%, the largest government theft in American history. Federalist Society judges had to do mental gymnastics to say it was ok.

This could get REALLY juicy entertainment wise! Elon Musk

Tim Howard’s latest post would support Bill Ackman solution to F2. It’s also supported by the Pulte latest tweet about looking into Rolling Stone article about Obama era documents denied to the defense in Sweeney’s court under executive privilege. howardonmortgagefinance.com/2025/06/30/a-m…

This is the tweet with the Rolling Stone article referenced in my prior tweet. There were documents Sweeney ruled to be available to plaintiffs that were “embarrassing” to government. It was appealed and various docs were not allowed in court because executive privilege.

Whatever you think of the OBBB, it passed both houses and will be signed by Trump tomorrow. With that out of the way and tariff negotiations an ongoing item, $FNMA and $FMCC release should take center stage starting July 5th.

My unpopular opinion… many Americans are in fact NOT hard working. It’s important for those that are to get ahead of those that are not. There should be reward from actually working hard. There should be a penalty for theft. America should NOT be a banana republic.

It’s been a really odd past few days of price action in the $FNMA and JPS realm. All while the looming Wednesday board meeting where Pulte may or may not make some market moving statement, potentially about the lunch menu. Oddly, CNBC final question to Yellen was about food.

Great article by American Banker. Even interviewed Mike Calhoun who was nearly the director of FHFA during the Biden admin before the usual suspects at Urban Institute, MBA, et. al. killed his nomination.

$FNMA and $FMCC I think have shown us why Pulte is dead set on getting fed to lower rates. It gives an opportunity to raise G-fees enough to get over 10% return on CET1. That gets the P/E they expect when they go public. A better way to increase earnings, stop CRTs & new ERCF.

Good lord sweet baby Jesus. He OWNS $FNMA, not even a preferred, he OWNS the common! “For the eventual bounce” (posted post-bounce from Trump interviewing bankers news).