Mostly tweeting about Fannie Mae and Freddie Mac…

Joined September 2025
F2 Common Sense retweeted
$FNMA $FMCC 🔥🔥🔥 @BillAckman with epically bullish commentary on Fannie Mae & Freddie Mac this A.M. All the bases were beautifully covered. Thank you once again for your tireless advocacy, Mr. Ackman! No chance DJT leaves F2 up for grabs at the risk of a democratic administration potentially regaining control. Shout out to @CaliRefugee1 for continually banging that drum! Not if...but when. Tick, tock. GLTA.
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$FNMA $FMCC Bessent said “We will be tackling the ownership structure in the next year, or year after” We are only 2 months away from being “in the next year”, and ownership structure clarity is really all that is needed for the shares to price themselves appropriately
I believe the same as Bessent!
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F2 Common Sense retweeted
🚨 BESSENT - NEXT YEAR OR THE YEAR AFTER WE WILL BE TACKLING THE OWNERSHIP STRUCTURE OF FANNIE MAE AND FREDDIE MAC. $FNMA $FMCC
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Time to get rich all over again 😎 $FNMA $FMCC
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F2 Common Sense retweeted
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F2 Common Sense retweeted
$FNMA and $FMCC shareholders: your patience will pay off.
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Posted an hour ago and already has 1.1M views. Fannie Mae and Freddie Mac (collectively F2) are on President Trump’s mind. A very good thing for America and for the companies! Release F2, deem SPS repaid because it has been! It’s the right thing to do! $FNMA $FMCC
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Great to see @Pulte here at Mission Control in Houston with @POTUS!! I hope you are also finding some time to talk about Fannie Mae and Freddie Mac! Those shuttles are hopefully getting close to launch! 🚀🚀🇺🇸
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Great to see @Pulte here at Mission Control in Houston with @POTUS!! I hope you are also finding some time to talk about Fannie Mae and Freddie Mac! Those shuttles are hopefully getting close to launch! 🚀🚀🇺🇸
.@POTUS becomes the first sitting President in history to call astronauts aboard the International Space Station from Mission Control 🚀
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F2 Common Sense retweeted
🚨 I want to remind everyone that Pulte himself said Treasury owns about ”80%” of Fannie Mae, which he is referring to the warrants. No senior stack conversion to give them greater ownership will occur IMO. $FNMA 1.158b shares outstanding x 0.8/.2+1.158= 5.79b total shares after warrants. 15b (earnings last 4 quarters) / 5.79= $2.59 earnings per share $2.59x15x PE ratio= $38.85/share.
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75 days until midterms! I think Trump moves on F2 not very long afterwards! Could be early 2027, we’ll see… don’t forget 🫡 $FNMA $FMCC
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F2 earnings for Q2 are out! Here are their capital requirements updated for IF the SPS are either deemed repaid or converted. Starting with Fannie Mae (my changes in blue): Fannie is $10B away from hitting minimum capital requirements, only 3 quarters of earnings $FNMA $FMCC
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Now Freddie: Again with SPS deemed repaid (or converted) my changes in blue Freddie lags behind relatively because it has taken market share, increasing its capital requirements faster than capital $28B from minimum capital requirements, potentially 7-9 quarters $FNMA $FMCC
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Fannie Mae’s table is better because it shows the deficit to minimum requirements, which are much more relevant! Past minimum requirements, the buffers just determine size of dividends. I don’t think F2 will ever hit max requirements, because of dividends and growth in business
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F2 Common Sense retweeted
🚨 Some of the many Fannie Mae high profile quotes over the years; 1) Federal Judge Margaret Sweeney called this a “mafia style loan”. 2) Federal Judge Edith Hollan Jones said, “The treasury has been compensated like a Pay Day Lender”. 3) Federal Judge Janice Rogers Brown, wrote, “This was an act of a banana republic.” 4) Former FHFA Director Mel Watt; “The law was trumped before I got there” 5) Former US Congressman Mike Capuano; “The shareholders of FMNA & FMCC have been screwed for years unnecessarily. They have paid back three times over”. 6) Former FHFA director Mark Calabria, who drafted HERA quote, “Ed DeMarco should be standing in front of a judge.” In regards to the Net Worth Sweep, for subverting HERA and the law. 7) Supreme Court Justice Sotomayor - "For no rational reason, FHFA sold all of Fannie and Freddie's assets, in exchange for $1.00, to itself. It did exactly what Justice Breyer said, it nationalized things. It nationalized the companies." 8) Supreme Court Justice Breyer’s comment “This is a takings case.” “They say, nationalization is not the kind of thing conservators and receivers do and, therefore, you can examine it. And when you examine it, you will see how unreasonable it is.” 9) From the letter by former President Trump to Senator Rand Paul, “The idea that the government can steal money from its citizens is socialism and is a travesty brought to you by the Obama/Biden administration”. 10) “The court will not condone the misuse of a protective order as a shield to insulate public officials from criticism in the way they execute their public duties.” ORDER GRANTING MOTION TO DE-DESIGNATE SEVEN DOCUMENTS; Judge Margaret M. Sweeney, April 13, 2016. 11) On January 23, 2025, Mark Calabria, former Director of the Federal Housing Finance Agency (FHFA), stated on X (formerly Twitter), "One of the more disappointing aspects of Fannie/Freddie conservatorships is the degree to which so many DC insiders believe agencies outright ignoring the law is a completely normal and fine outcome." There are many more!! 🏡 – at Redondo Beach, CA
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$FNMA $FMCC “ICE & Border Patrol are FULLY FUNDED for the next 3 years” Now Trump knows he does not need F2 proceeds for border security. One less partisan program he needs funded. Increasing the odds he will use F2 proceeds for a sovereign wealth fund
VICTORY! The House just passed the budget reconciliation bill 214-212. This means that ICE & Border Patrol are FULLY FUNDED for the next 3 years. Every democrat voted against it. President Trump’s promise to secure the border is funded for the rest of his administration. Congratulations to @SpeakerJohnson for this huge win with one of the most narrow majorities in American history. The bill is on the way to President Trump’s desk.
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$FNMA $FMCC Funding for partisan programs is the most likely use for F2 proceeds (as it was for Obama)! I have speculated that Trump wants to secure funding for his agenda before showing the F2 $, which can be used for border security, SWF, etc. even if congress splits next year
VICTORY! In a massive win for President Trump, the Senate voted 52-47 to FULLY FUND the Department of Homeland Security & ICE: ✅ $38.6 billion for ICE ✅ $22.6 billion for border patrol ✅ $5 billion for DHS Now, the bill goes to the House. Call your Representatives & ask them to vote 👉YES👈 to the budget reconciliation package. This bill does NOT ban the $1.8 billion anti-weaponization fund. Fully fund DHS & ICE. Then, pass the SAVE America Act!
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This was only the senate so far, but the house is more Trump friendly. $65B for border security, ICE and DHS. The government’s 80% F2 stake could pay that for another 5 years!
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Trump has said F2 are worth a trillion in some small rallies before, but the Director of National Intelligence is big news and this is in the Oval Office in front of the press. Could be big! $FNMA $FMCC
🚨 FANNIE MAE AND FREDDIE MAC ARE WORTH 1 TRILLION DOLLARS - TRUMP PULTE POSITION AS DNI IS ONLY A TEMPORARY POSITION, NOT PERMANENT-TRUMP. $FNMA $FMCC
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