Tony

Single Grandfather empty nester, with 3 grown daughters 6 grandchildren. Always learning. Retired Health Care Executive

[Hugo Rodriguez 🐋 @Hugo_Rodz]

@TheMarcusFahey Lets have the capital rule lowered down to 2% when the latest stress test results become public - soon! Then have the deal details and uplisting announced before mid-terms. Warrants and seniors restructured so SWF gets several 100 billions, shareholders get 5-10x.

[MIA @MIA95629998]

In the news: 🥳

$FNMA $FMCC

[Tony @TwoNickleTony]

@HandyGingerGal Yum

[Tony @TwoNickleTony]

@brantley67 @NatMortgageNews Agreed

[Tony @TwoNickleTony]

@HandyGingerGal Yum 😋

[Tony @TwoNickleTony]

@T_Castelluccio Respect that perspective… your thoughts have merit. We both want it done yesterday. Time value of money has been ticking… not to mention inflation and other lost opportunities.

[Tony Castelluccio @T_Castelluccio]

Fannie Freddie

What id like to present to US Government or ANY Funds in This to present to the 'decision makers'

-GSEs are not moving fwd
--likely because rates, but cld be anything

Bessent's concern was 'would it raise rates'?
-To address that I think there are 2 solutions:

A) Capital Buffers-Calabria's ERCF, created capital buffers allowing so much 'distribution of capital based on capital the companies have'. Brilliant way of incentivizing more secure balance sheets, and a way of transitioning out of Cship.

B) By Executing a FINAL PSPA AMENDMENT NOW: with full capital structure being fixed, SHOWING CLEARLY what happens to Sr Pref shares, what a commitment fee will be to retain LOC, and addressed exactly what it takes to Leave Cship.

This road map, and PSPA Capital structure fix will lock in the EXIT, While simultaneously having enough clarity to assure the market what happens when the companies hit the mile stones to exit.

-Why Am I presenting this?
Currently the admin is caught up on a IPO. Making it out to be a gargantuan lift, needing to wait on perfect timing of multiple factors to hit all at once.

This solves ALL Problems:
-assures mbs participants through 'road map' and transitionary period, keeping 'spread of rates, the same'
-gives everyone clarity, including shareholders so the mkt can 'properly value shares'
-This is BY FAR, a better solution than a IPO. Which wld be ripping a bandaid, and not knowing how the MBS participants will want to react.
This gives them the transition period to find confidence in the plan, and the ability to address any issues while still transitioning out of Cship, IF need be.

-The Treasury can transfer their equity to a 'sovereign wealth fund' and sell when they see fit if at all. Mark to Market value will be a massive win, FAR BIGGER than a 30b offering, to the tune of 10x. Showing their FULL value.
Trump keeps referencing 1/10th the value, well this is 1/10th the value. Vs what they actually are worth, esp for 'headlines'

We need progress

Feel Free to DM me, or send this idea to the Larger Holders with connections to Trump team.

Talk to the larger holders, even about your ideas, lets get traction going!

As Many are saying: Time Kills all Deals

[Tony @TwoNickleTony]

@GetOuttaHeah @HandyGingerGal It’s Team Mike & Ginger

[Tony @TwoNickleTony]

@TheBurgosGrp @MIA95629998 Agreed and frustrating

[Tony @TwoNickleTony]

@T_Castelluccio Agreed 👍 and they will

[Tony @TwoNickleTony]

@DoNotLose Agreed that is a no brainer

[Asymmetric Bets @UncleAlpha007]

$fnma $fmcc @BillAckman

My take on the Bill Pulte @pulte DNI situation is that it gives him the clearance needed to go after Obama Admin on Net Worth Sweep

This is because he received a ton of scrutiny for going after Lisa Cook on Fed Board

I still think the SPS amendment and ERCF get done this year, even if shortly after midterms

[Tony @TwoNickleTony]

@Alec_Mazo @usnavycmdr @pulte Agreed 👍

[Alec Mazo @Alec_Mazo]

Congratulations to @pulte on the appointment to serve as Acting Director of National Intelligence!
Maybe now you can have a look at the rot behind the Net Worth Sweep? These "items" covering up the intent to destroy the companies will certainly be available to you now.
Parrott and DeMarco orchestrated the steal after Fannie's CFO told them the "golden age of profitability" was coming. Three months later, the $100bn+ Deferred Tax Asset write-off reversal went from the GSEs' balance sheets into Obama's Obamacare disaster—while fake news reporters like Ackerman, Carney, and others cheered the nationalization.

Releasing those documents as President Trump pushes the IPO button would increase investor confidence that something like NWS will never happen again and the companies will be worth more as a result! @SecScottBessent

[Tony @TwoNickleTony]

@pratjoey @GuidoPerei @nytimes Agreed

[il Donaldo Trumpo @PapiTrumpo]

SCOTTY B AIN'T PLAYIN'!!!😎😂😂😂

[FannieMae is BACK @YigalBCN]

Bill @pulte you are now the Golden Boy with the Golden Eggs #FNMA & #FMCC. We need you to FREE these Eggs. Remember: Mid-Terms elections depends on it, 100%. We don’t want to lose November Elections. It’s all ON YOU. cc @realDonaldTrump @VP @SecRubio @DonaldJTrumpJr @EricTrump