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New Fannie Mae and Freddie Mac advertisement from @realDonaldTrump on Fox Business' @MariaBartiromo this morning. $FNMA $FMCC we see you. Investing in America's future.

🚨 Fannie Mae and Freddie Mac are going to be released from government conservatorship. There are some broad guidelines already laid out by the administration: ▪️3-6% sale of government stake (Bessent) ▪️$30B is what the government wants to earn (Bessent, Pulte) ▪️$500B-$1T valuation (Trump, Pulte, Bessent) ▪️9.1B shares outstanding combined (Fannie Mae and Freddie Mac) ▪️9.1B shares/1T valuation = $109.89 per share avg (this includes exercised warrants and dilution of 79.9%) ▪️Dividends are unknown, but if established like a REIT, JPS and commons could each take great dividends. For example, $AGNC currently makes ~14.8% APY, compounded monthly, and they could set up $FNMA and $FMCC similarly, where 10% of the profits are retained and 90% paid out in dividends. This means massive Sovereign Wealth Fund inflow; great returns for stockholders and taxpayers as well. @BillAckman has laid out some of the clearest fundamentals behind why you should be invested in common shares here: x.com/BillAckman/sta…. I highly recommend a watch and follow. Ciao, Tyler

🚨 Fantastic interview with Federal Housing Director Bill @pulte on @PBDsPodcast this morning - very bullish on Fannie Mae, Freddie Mac, and US-FinTech: "I get a report every day with how much mortgage volume we do at Fannie and Freddie. We have a subsidiary that we rebranded from Common Securitization Solutions - nobody knew what the hell it was - to US. FinTech, it's basically a fintech company that Fannie and Freddie own. We've put over a billion dollars in each company, so Fannie put in a billion, Freddie put in a billion. We do all of the underground piping basically for the mortgage-backed security market through this US. FinTech, nearly a hundred percent on AWS, a big part of it on AWS, so this is a problem that is not going away, and you know, in our case, we have to be very focused. We're doing anywhere from 2 to 25 billion dollars a day of mortgages, just through this pipeline... We oversee $8 trillion in assets - about $4 trillion roughly at Fannie, roughly 4 trillion at Freddie, and then the Federal Home Loan banks I also oversee, it's about a trillion too, and we're trying to get them on the  US. FinTech platform now, too. This is not going away, and I'd be very bullish on these companies, frankly."

Citi CEO Fraser meets with Trump to pitch Fannie Mae, Freddie Mac offerings - report Aug. 06, 2025 4:57 PM ET "Citigroup's (NYSE:C) Jane Fraser met with President Trump on Wednesday to discuss possible public stock offerings for Fannie Mae (OTCQB: $FNMA) and Freddie Mac (OTCQB: $FMCC), according to a media report on Wednesday. The bank CEO met to talk about the lender's potential involvement in stock offerings that would be part of the U.S. government releasing the two mortgage giants from conservatorship, Bloomberg News reported, citing a person familiar with the matter. Fannie Mae (OTCQB:FNMA) and Freddie Mac (OTCQB:FMCC) were rescued by the government during the 2008 financial crisis and have been under the control of the Federal Housing Finance Agency ever since. Fraser and other Wall Street bank executives, including those from Goldman Sachs (GS), JPMorgan Chase (JPM), Bank of America (BAC), and Wells Fargo (WFC), have pitched the president or plan to, Bloomberg reported last week." By: Liz Kiesche, SA News Editor seekingalpha.com/news/4480533-c…

Bank of America Co-President Jim DeMare sends clear signal that BofA is fighting, "trying" to be the lead on the deal with @realDonaldTrump to take Fannie Mae and Freddie Mac public after over a decade and a half in conservatorship. This is to be the shepherd of the "largest IPO in U.S. stock market history", at over $30B in initial offerings, according to @SecScottBessent. The name of the chosen institution could be announced any day. $FNMA $FMCC

🚨 Fannie Mae and Freddie Mac are going to be released from government conservatorship. There are some broad guidelines already laid out by the administration: ▪️3-6% sale of government stake (Bessent) ▪️$30B is what the government wants to earn (Bessent, Pulte) ▪️$500B-$1T valuation (Trump, Pulte, Bessent) ▪️9.1B shares outstanding combined (Fannie Mae and Freddie Mac) ▪️9.1B shares/1T valuation = $109.89 per share avg (this includes exercised warrants and dilution of 79.9%) ▪️Dividends are unknown, but if established like a REIT, JPS and commons could each take great dividends. For example, $AGNC currently makes ~14.8% APY, compounded monthly, and they could set up $FNMA and $FMCC similarly, where 10% of the profits are retained and 90% paid out in dividends. This means massive Sovereign Wealth Fund inflow; great returns for stockholders and taxpayers as well. @BillAckman has laid out some of the clearest fundamentals behind why you should be invested in common shares here: x.com/BillAckman/sta…. I highly recommend a watch and follow. Ciao, Tyler

New Fannie Mae and Freddie Mac advertisement from @realDonaldTrump on Fox Business' @MariaBartiromo this morning. $FNMA $FMCC we see you. Investing in America's future.

🚨 Fantastic interview with Federal Housing Director Bill @pulte on @PBDsPodcast this morning - very bullish on Fannie Mae, Freddie Mac, and US-FinTech: "I get a report every day with how much mortgage volume we do at Fannie and Freddie. We have a subsidiary that we rebranded from Common Securitization Solutions - nobody knew what the hell it was - to US. FinTech, it's basically a fintech company that Fannie and Freddie own. We've put over a billion dollars in each company, so Fannie put in a billion, Freddie put in a billion. We do all of the underground piping basically for the mortgage-backed security market through this US. FinTech, nearly a hundred percent on AWS, a big part of it on AWS, so this is a problem that is not going away, and you know, in our case, we have to be very focused. We're doing anywhere from 2 to 25 billion dollars a day of mortgages, just through this pipeline... We oversee $8 trillion in assets - about $4 trillion roughly at Fannie, roughly 4 trillion at Freddie, and then the Federal Home Loan banks I also oversee, it's about a trillion too, and we're trying to get them on the  US. FinTech platform now, too. This is not going away, and I'd be very bullish on these companies, frankly."

Citi CEO Fraser meets with Trump to pitch Fannie Mae, Freddie Mac offerings - report Aug. 06, 2025 4:57 PM ET "Citigroup's (NYSE:C) Jane Fraser met with President Trump on Wednesday to discuss possible public stock offerings for Fannie Mae (OTCQB: $FNMA) and Freddie Mac (OTCQB: $FMCC), according to a media report on Wednesday. The bank CEO met to talk about the lender's potential involvement in stock offerings that would be part of the U.S. government releasing the two mortgage giants from conservatorship, Bloomberg News reported, citing a person familiar with the matter. Fannie Mae (OTCQB:FNMA) and Freddie Mac (OTCQB:FMCC) were rescued by the government during the 2008 financial crisis and have been under the control of the Federal Housing Finance Agency ever since. Fraser and other Wall Street bank executives, including those from Goldman Sachs (GS), JPMorgan Chase (JPM), Bank of America (BAC), and Wells Fargo (WFC), have pitched the president or plan to, Bloomberg reported last week." By: Liz Kiesche, SA News Editor seekingalpha.com/news/4480533-c…

Bank of America Co-President Jim DeMare sends clear signal that BofA is fighting, "trying" to be the lead on the deal with @realDonaldTrump to take Fannie Mae and Freddie Mac public after over a decade and a half in conservatorship. This is to be the shepherd of the "largest IPO in U.S. stock market history", at over $30B in initial offerings, according to @SecScottBessent. The name of the chosen institution could be announced any day. $FNMA $FMCC

On the Critical Difference Between the CBO and OMB Estimates in the Case of Fannie Mae and Freddie Mac BLUF: ▪️CBO (which Trump distrusts) views Fannie Mae and Freddie Mac as federally controlled, so privatization means a loss of government revenue, and resuming private shareholder dividends may increase federal spending/deficits in baselines. ▪️OMB (which Trump trusts) sees them as private, eliminating budget hits from privatization and guarantees and tying future positive impacts to Treasury cash flows (e.g., dividends as income, losses as bailout costs). Why do you care? Trump has historically disregarded CBO frameworks or calculations for his policy decisions (in favor of those provided by OMB), and the GSE release calculations will be similar, since Congress is not in control of the process. He often dismisses the CBO as biased when its analyses clash with his agenda (like on tax cuts or spending bills). This is not abstract... OMB's treatment of the GSEs as non-governmental entities means privatization wouldn't trigger immediate deficit spikes in their models, unlike CBO's view of dividends as federal costs. Further, there's no public record of Trump or his team engaging with or altering course based on the 2020 CBO analysis on the GSEs, nor the 2024 updates; instead, momentum has built. By August, reports indicated the administration was weighing public offerings as soon as late 2025, with FHFA Director William Pulte (@DirectorPulte) pushing recapitalization plans. Since that time, Trump has urged the GSEs to ramp up homebuilding support, framing privatization as a pro-growth move without referencing any fiscal hurdles (likely because OMB sees none). In short, CBO's input would likely be rhetorical fodder for opponents rather than a decision-maker; OMB (or executive discretion) provides the green light Trump needs to proceed. Any use of CBO analysis to inform investment decisions ignores the clear trend of this President. $FNMA and $FMCC common shareholders (to include the U.S. Government) stand to benefit significantly. Longer explanation from CBO in its own words: "If the GSEs began paying dividends to their private shareholders while remaining under federal control, CBO would treat those payments as outlays from the government to the private sector, which would increase federal spending and the deficit. Under the Administration’s current policies, the GSEs do not make dividend payments to their private shareholders and are not expected to start doing so. If that changed—whether through legislation, administrative actions, or judicial decisions—CBO’s baseline would project an increase in the deficit. Unlike CBO, the Administration’s Office of Management and Budget (OMB) treats Fannie Mae and Freddie Mac as nongovernmental entities for budgetary purposes. OMB estimates that cash transactions between the GSEs and the Treasury affect the deficit. For example, OMB treated investments that the Treasury made in the GSEs from 2008 to 2012 as federal costs and dividends that the GSEs paid to the Treasury from 2012 to 2019 as federal income. Also, unlike CBO, OMB treats the GSEs’ mortgage guarantees as private-sector transactions that do not have an immediate budgetary impact. The budgetary effects associated with those guarantees occur in future years and depend on the GSEs’ net income. If their net income is positive and the GSEs pay dividends to the Treasury, OMB will record those dividends as receipts in the budget. If the GSEs’ net income is negative, they will not make dividend payments to the Treasury, and if their losses are severe, they may require additional federal investment because of the Treasury’s commitment to ensure their solvency." (Source: Seven Things to Know About CBO’s Budgetary Treatment of Potential Changes to Fannie Mae and Freddie Mac, published July 24, 2025) @BillAckman, I would truly appreciate any insights. @pulte @howardlutnick @SecScottBessent

🐂For the get-rich-quick crowd, this was a blow to their aim. For those of us who already knew the Treasury priorities, who already had a months-long $FNMA $FMCC hold plan, who understand the underlying financials, who know the institutional investors getting in... this is welcomed news. it confirms what we've been told, allows @SecScottBessent @howardlutnick @SecretaryTurner and @pulte time to do it right, and presents a buying opportunity for those who were shying away above $10. Stay in the long game. The tweet or Truth post could come at any time, and sellers will be out or working with a wash sale.