Geoff Crouch
@gcmarbella
Ready for The Art of the Deal
.@pulte: "The President runs Fannie Mae and Freddie Mac. In his first term, people were able to buy a mortgage for 3%. These days, after Biden's inflation and what happened with rates, now you're looking at 7% mortgages — so this is of great concern to the President."
'Seven Things to Know About CBO’s Budgetary Treatment of Potential Changes to Fannie Mae and Freddie Mac' $FNMA $FMCC
President Trump and Director Pulte are headed on a field trip this afternoon.
Trump to visit Federal Reserve as he cranks up pressure on Powell to lower rates or resign cnbc.com/2025/07/24/tru…
Fannie Mae Junior Preferred Shares $FNMAS with FNMAS closest to PAR value of $25 and FNMAO the most discounted series.
Several possible scenarios for the future of $FNMA and $FMCC with a range of $8-$49. Moonshot scenario would be close to a 600% gain on Freddie from today's prices.
Yet again, President Donald J Trump has listened and followed the advice of Bill Ackman. This is a pattern. We have seen it happen several times just this year with the tariff pause, with the successful destruction of Fordow Fuel Enrichment Plant and now with Columbia.
Agreed. The best settlements are ones where all parties benefit. This was well done by @realDonaldTrump, @EDSecMcMahon and the administration team. Let’s hope @Columbia recovers to once again become a leading institution of higher education rather than a rallying ground for…
Nasdaq and S&P 500 hitting record highs. Fannie and Freddie not there yet.
Since the historic, landslide election victory by Donald J Trump $FNMA is up 569%, $FMCC 468% and $FNMAS 200%. Americans voted for housing reform and they expect our politicians to deliver. @pulte
New $FNMA board member
Jerome Powell has led the Fed into making bad decisions, which contributed to higher inflation. Now he claims the Fed should keep rates elevated and not cut because the job market is “solid”. Are Powell and the Fed justified or are they leading the US in the wrong direction…
Barry Habib part of the FNMA board
Fannie Mae $FNMA 8-K filing after their major Board meeting today! Wow! (A new Board of Directors member!) fanniemae.gcs-web.com/static-files/4…
Big dog $FNMFO at $46,750 All the JPS series and common shares trading under their 52 week highs
Several Junior Preferred Series still trading at a deep discount to PAR compared to $FMCKJ They include FMCCJ FMCCG FMCCI FREJP FMCCS
End of the trading day closing prices $FNMA $8.70 $FMCC $6.93 $FNMAS $15.10
Meet JayRay, a tim.ly/sykeschallenge student who’s now made $700,000+ but in this video he talks about how great this tim.ly/circle meetup has been and how he made six-figures on $FNMA thanks to old lessons from @kroyrunner89 and @thehonestcroock as history repeats in…
Spread widening between $FNMA and $FMCC? One up 14%, the other 9%.
Bessent's dig on CNBC two days ago: "like UBI for academic economists" Bessent on Bloomberg today re himself: "as a former practitioner" Bessent differentiates practioners over academics. Bodes well for common sense GSE plans imo. $fnma $fmcc @BillAckman
IF @BillAckman @PershingSqFdn @PershingSquare Want a winning hand, They Should be setting up Fox news & Fox Business interviews with people like Cmdr Ron Pulte is worried abt the FED when he is evading his ONLY JOB, serving Fannie and Freddie. THIS is an OPTICS game, win Optics…
I've called FNMA investor relations 3 times now (you can only leave a msg w call back) saying Chairman Pulte posted a Board meeting & then deleted it ? I'm asking if there's a Board meeting Wed but no reply so far? 🤔🤔🤔
Quick follow-up. The very next day, $FNMA is up >$1/share. Par for the course with these stocks. Long-term holder (and former bag holder)
$FNMA now down 34% from 52-week high. These are the times that challenge the conviction of long-term investors. Been here before. Still holding.