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Hand of God
@TylerEHand
Life investment coach, father, husband, veteran.
Invest early and often: spiritually, physically, emotionally, mentally, financially, and relationally.
ID.IT.UT.AK.CO.NM.FL | IRQ.AFG
Joined June 2013
112 Following
2.2K Followers
5.8K Posts
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This is worth a revisit:
$FNMA $FMCC
A must watch, superb, long-form interview with Secretary Bessent by the All-In crew in which Fannie and Freddie are discussed as potential core assets in a U.S. sovereign wealth fund, which I discuss below:
The only credible scenario where Fannie Mae and Freddie Mac (“F2”) become core assets of a sovereign wealth fund in the @realDonaldTrump administration is a world in which they emerge from conservatorship respecting the shareholders’ place in the hierarchy of claims.
Those that suggest the government will simply convert their already paid off senior preferred stock (“SPS”) into common stock diluting shareholders are missing a few facts:
(1) The SPS has already received $301 billion, $25 billion more than it was contractually entitled to receive, and the excess $25 billion was paid to the government more than five years ago. In other words, the SPS has been fully retired with interest plus a $25 billion overpayment, considerably more in today’s dollars.
(2) Those who argue that the government won’t forgive an asset that currently sits on its balance sheet (as the government did not credit the cash flow sweep payments against the SPS at the time they were paid) have not considered that the government, as the owner of penny warrants on 79.9% of the common stock of both companies, will recover 79.9 cents of every ‘forgiven’ dollar of senior preferred. When you wipe out a liability of a company in which you own 79.9% of the common stock as the residual claimant, you immediately recover 79.9% of the erased liability, in this case, in the increased value of the government’s warrants.
(3) The future value of the $25 billion overpayment to the SPS by the time of F2’s exit from conservatorship is of greater future value than the 21.1% of F2 that will go to public shareholders from the ‘forgiven’ SPS, which fully compensates the government for any ‘leakage’ to shareholders from the public’s 21.1% ownership.
(4) If the government massively dilutes shareholders by converting the SPS to common stock and does not credit the $301 billion cash flow sweep payments and $25 billion overpayment, the trading values of F2 will be permanently impaired, making F2 a poor core asset for a sovereign wealth fund.
What investor, institutional, retail or otherwise will assign a fair value to a company controlled by the government which wiped out the previous investors in the company?
F2 common stock is held by many millions of retail and institutional investors who are @realDonaldTrump supporters. The President has a track record in looking after his constituents and keeping his promises, most notably here in a public letter in 2021 committing to F2’s release from conservatorship. I would not expect him to act differently here.
Lastly, Secretary Bessent’s idea of making Fannie and Freddie core assets of a new U.S. sovereign wealth fund is a superb one. Over the very long term, Fannie and Freddie represent a royalty on first mortgages secured by the US housing market, which is a low-risk, high risk-adjusted return investment that will generate large and growing dividends that can be invested in other sovereign fund assets. The long term returns on F2 will significantly exceed the cost of U.S. Treasurys enabling our country to deleverage over time.
$36 Trillion of debt and growing is a frightening liability for the future. We can address our country’s solvency problem by reducing spending and government waste, but also by increasing the asset side of our country’s balance sheet. F2 can be an important part of the solution.
And the stocks of both companies will trade at a substantially higher price with the US government shares no longer being part of the overhang. Our model assumed the government would be selling its shares ratably over the five years after emergence from conservatorship.
@darren_unruh Godspeed, Darren.
It seems that humility and calculated discernment are your guiding principles. I wish you the best and hope to see your efforts yield much fruit.
@financialjuice "No rush" means it's in the bag whenever he wants to do it. May as well shake out the paper hands and let friends and family get in before the big day...
$FNMA and $FMCC are golden.
Great take.
$FNMA $FMCC
$FNMA $FMCC
Only audio was available earlier when @realDonaldTrump addressed the Fannie Mae & Freddie Mac question on Air Force One.
Here's the corresponding video as well.
Final statement:
"I could’ve sold it in my first term for one tenth of what it’s worth now...and I didn’t wanna do it. NOW I think we...you know...we would consider an IPO, yeah.
In my humble view, this is Trump‘s typical Art of War routine where he keeps everyone guessing.
But the tea leaves I continue to read represent the hill I’m willing to die on.
1. @BillAckman has met with the administration repeatedly and has publicly (and confidently) laid out his plan. He also launched his own IPO where he’s indicated that he’ll reinvest funds raised to replicate current holdings. He also just launched a Trump Accounts endorsement project with Charles Schwab.
2. The administration has been meeting repeatedly for months with attorneys and bankers to make sure all their ducks are in a row.
3. @RobinhoodApp overrode their OTC protocols last week to make an exception in adding F2 to their platform. Random? No way. Robinhood also has exclusivity as the broker and soul initial trustee for the Trump Accounts.
4. Berkshire Hathaway took an $8.5 billion position in a home building company. Bullish much?
5. A pro rate cut Fed Chair who economically aligns with Trump now presides in Warsh.
6. Capital requirements are likely to be reduced when recommendations are made next month regarding Trump's March EO on reviewing regulatory constraints.
7. @SecScottBessent wants to improve the asset side of the balance sheet...and there's too much money to be made for the Sovereign Wealth Fund for Trump not to act. Timing is everything. He won’t steal Elon’s SpaceX thunder. But what better time than the country's 250th birthday to tie in an F2 public offering on the way to restoring the American Dream? It would be the production and pageantry he lives for. Just sayin'.
8. @pulte continues to say that all options are on the table & that they’re locked, loaded, & ready to go. And we're still waiting for he & @cvpayne to "break that Fannie Mae news together ".
9. The Texas Stock Exchange is going live next month...for whatever that's worth.
Cue the doubters and never gonna happeners. Troll away.
Weary and fatigued shareholders...I get it. I hear you. I'm one of you. It's been a grueling ride. Do I get frustrated every time F2 is referred to as a trillion dollar company while we trade like penny stocks on pink sheets?Yes! One trillion percent! But the goaline is close.
Trump isn’t gonna fumble the opportunity to solidify the crown jewel in his his legacy of restoring housing.
When? Who knows. But it's coming...and it will be swift.
Have a great weekend!
GLTA
@gsuZLMhkxx96896 Frankly, if people haven't been listening up to this point, what is left to say? His projected timeline isn't even up yet.
This is worth a revisit:
$FNMA $FMCC
A must watch, superb, long-form interview with Secretary Bessent by the All-In crew in which Fannie and Freddie are discussed as potential core assets in a U.S. sovereign wealth fund, which I discuss below:
The only credible scenario where Fannie Mae and Freddie Mac (“F2”) become core assets of a sovereign wealth fund in the @realDonaldTrump administration is a world in which they emerge from conservatorship respecting the shareholders’ place in the hierarchy of claims.
Those that suggest the government will simply convert their already paid off senior preferred stock (“SPS”) into common stock diluting shareholders are missing a few facts:
(1) The SPS has already received $301 billion, $25 billion more than it was contractually entitled to receive, and the excess $25 billion was paid to the government more than five years ago. In other words, the SPS has been fully retired with interest plus a $25 billion overpayment, considerably more in today’s dollars.
(2) Those who argue that the government won’t forgive an asset that currently sits on its balance sheet (as the government did not credit the cash flow sweep payments against the SPS at the time they were paid) have not considered that the government, as the owner of penny warrants on 79.9% of the common stock of both companies, will recover 79.9 cents of every ‘forgiven’ dollar of senior preferred. When you wipe out a liability of a company in which you own 79.9% of the common stock as the residual claimant, you immediately recover 79.9% of the erased liability, in this case, in the increased value of the government’s warrants.
(3) The future value of the $25 billion overpayment to the SPS by the time of F2’s exit from conservatorship is of greater future value than the 21.1% of F2 that will go to public shareholders from the ‘forgiven’ SPS, which fully compensates the government for any ‘leakage’ to shareholders from the public’s 21.1% ownership.
(4) If the government massively dilutes shareholders by converting the SPS to common stock and does not credit the $301 billion cash flow sweep payments and $25 billion overpayment, the trading values of F2 will be permanently impaired, making F2 a poor core asset for a sovereign wealth fund.
What investor, institutional, retail or otherwise will assign a fair value to a company controlled by the government which wiped out the previous investors in the company?
F2 common stock is held by many millions of retail and institutional investors who are @realDonaldTrump supporters. The President has a track record in looking after his constituents and keeping his promises, most notably here in a public letter in 2021 committing to F2’s release from conservatorship. I would not expect him to act differently here.
Lastly, Secretary Bessent’s idea of making Fannie and Freddie core assets of a new U.S. sovereign wealth fund is a superb one. Over the very long term, Fannie and Freddie represent a royalty on first mortgages secured by the US housing market, which is a low-risk, high risk-adjusted return investment that will generate large and growing dividends that can be invested in other sovereign fund assets. The long term returns on F2 will significantly exceed the cost of U.S. Treasurys enabling our country to deleverage over time.
$36 Trillion of debt and growing is a frightening liability for the future. We can address our country’s solvency problem by reducing spending and government waste, but also by increasing the asset side of our country’s balance sheet. F2 can be an important part of the solution.
And the stocks of both companies will trade at a substantially higher price with the US government shares no longer being part of the overhang. Our model assumed the government would be selling its shares ratably over the five years after emergence from conservatorship.
$300,000 could buy 29,440 shares of $AGNC at today's price. With a $0.12 monthly dividend (14% APY), that's $3,532/mo just in dividends. Here's the kicker:
With a base of $300,000 and a $3,532/mo reinvestment and a 14% APY compounding monthly, in 10 years, that $300,000 is worth $1,206,000. In 20 years? $4,850,000.
This is completely ignoring the fact that you would be working to earn along the way, dividends may increase, and the share price is on the rise.
Now, most people don't have $300,000 lying around (hence the college loan), but if you grind, you could work to earn that in the same time it would have taken you to complete your 4-year degree. Would it take discipline? Thrift store shopping? Rent sharing or living with parents? Likely, but it can be done.
So - is the $300,000 "education" worth it?
$300,000 could buy 29,440 shares of $AGNC at today's price. With a $0.12 monthly dividend (14% APY), that's $3,532/mo just in dividends. Here's the kicker:
With a base of $300,000 and a $3,532/mo reinvestment and a 14% APY compounding monthly, in 10 years, that $300,000 is worth $1,206,000. In 20 years? $4,850,000.
This is completely ignoring the fact that you would be working to earn along the way, dividends may increase, and the share price is on the rise.
Now, most people don't have $300,000 lying around (hence the college loan), but if you grind, you could work to earn that in the same time it would have taken you to complete your 4-year degree. Would it take discipline? Thrift store shopping? Rent sharing or living with parents? Likely, but it can be done.
So - is the $300,000 "education" worth it?
$300,000 could buy 29,440 shares of $AGNC at today's price. With a $0.12 monthly dividend (14% APY), that's $3,532/mo just in dividends. Here's the kicker:
With a base of $300,000 and a $3,532/mo reinvestment and a 14% APY compounding monthly, in 10 years, that $300,000 is worth $1,206,000. In 20 years? $4,850,000.
This is completely ignoring the fact that you would be working to earn along the way, dividends may increase, and the share price is on the rise.
Now, most people don't have $300,000 lying around (hence the college loan), but if you grind, you could work to earn that in the same time it would have taken you to complete your 4-year degree. Would it take discipline? Thrift store shopping? Rent sharing or living with parents? Likely, but it can be done.
So - is the $300,000 "education" worth it?
One of the most misleading ideas in American politics is that the United States has a large, fixed class of permanently poor people stuck at the bottom year after year, while everyone else moves on without them.
That story is emotionally powerful. It also happens to be a poor guide for serious policy.
Read my latest at @thedailyeconomy… 1/2
Because it was a No-bid contract….
No bureaucracy.
No years of delays.
No NGO comment period.
No consultant class feeding at the trough.
No kickbacks disguised as “stakeholder engagement.”
No public debate about turning it into a 2,000-foot LGBTQ flag.
No marketing campaign to advance woke agendas.
No funneling cash “straight to the local community” through Tammany Hall-style grinders.
Just results.
They vastly prefer the model perfected by @PeteButtigieg’s $2T infrastructure spending spree.
The world's green leaf area—visible from space—has increased by around 5.5 million square kilometres in just over two decades.
This is a 5% global increase, equivalent to adding an entire Amazon Rainforest to the planet since 2000. NASA satellite research reveals this extra leaf cover also acts as its own natural air conditioner. At least 30% of the greened areas are experiencing measurable cooling due to the way plants manage water vapor and air turbulence.
Some early models predicted the growth might slow, but even in intensively farmed lands, food production (grains, vegetables and fruits) jumped by 35-40%. Around 70% of this regeneration is attributed to increasing levels of atmospheric carbon dioxide (CO₂), rising from 370 ppm to 426 ppm between 2000 and 2026.
As this expanding patina of green leaf cover and real-world cooling data forced their way into the climate equation, the extreme high-end models have begun to unravel. Mainstream projections have steadily downgraded the narrative, shifting away from catastrophic 5-degree predictions toward a far lower ceiling.
The planet is fighting back with its own biological feedback loop.
"The world doesn't have more problems. The world has more people who can't handle problems." - @greggutfeld
This is pretty insightful considering the massive abundance we live in, the mechanized tools, clean water, readily available and accessible food, medical care, transportation, and health and wellness options.
What it tells us is that "problems" aren't new, but how we adapt to those problems needs to be framed by an appreciation for how far we've come.
Whoa, buddy.
Why “purposely” create confusion?
This Trump appointment has thrown DC and the entire media into confusion.
“Donald Trump has tapped a close ally to serve as the country’s top intelligence official, days after Tulsi Gabbard announced her exit from the role.
The US president said that Bill Pulte, head of the Federal Housing Finance Agency (FHFA), and heir to a home construction company fortune, will serve as acting director of national intelligence.”
“Pulte has used his role at the powerful housing agency, which oversees regulations of the federal housing lenders Fannie Mae and Freddie Mac, to publicly level of a string of extraordinary allegations at Trump’s political opponents and enemies.
Pulte, a businessman appointed by Trump appointed to head the FHFA, has accused targets of Trump including US Federal Reserve governor Lisa Cook of committing mortgage fraud. Cook has denied wrongdoing.
“William has deep experience managing the most sensitive matters in America,” Trump said on his Truth Social Platform. Pulte will remain director of the FHFA, Trump said.”
https://t.co/iZmypVsh83
“Pulte will remain director of FHFA.”
That’s SIGNAL.
The public narrative suggests that Pulte was tapped as “acting” head of DNI, because of his loyalty to Trump, in spite of his complete lack of experience with the intelligence community.
Does anybody think that Trump didn’t know ahead of time, how much this appointment, at this “critical time,” would sow criticism from everyone?
What would be the purpose of creating CONFUSION?
This appointment tells me a few things.
Pulte is in charge of Fannie and Freddie.
This move tells me that Trump’s plan to take Fannie and Freddie public, is almost complete.
Do people know that DOGE was looking into all the fraudulent mortgages by many public officials for decades?
We’ve only heard publicly about a few of them.
Pulte in my opinion, is a “hatchet man” and a “placeholder.”
Scaramucci model.
I think Trump is keeping a tight rein on DNI, as the 2020 election fraud evidence is about to be exposed.
Tulsi is about to go nuclear with declassified information on her way out the door.
Pulte is willing to take the slings and arrows that will surely follow.
The sacrificial pawn.
But I think this appointment has a bigger purpose.
I think Trump has ALREADY picked Tulsi’s replacement and knows that the only way that he can get him confirmed by the compromised Senate, is if Congress is demanding that Pulte be replaced.
As a “yes man” for Trump, everyone will be calling for his replacement.
Pulte’s appointment in my opinion, is to FORCE the Senate to move quickly to approve his permanent replacement.
Who is the person that I believe Trump will nominate?
Who is the one person, that the deep state insurgency doesn’t want in that position?
Devin Nunes.
Everything is coming full circle.
Nunes knows everything about the Obama administration conspiracy to frame and remove Trump.
Did you know that he recently stepped down from leading Truth Social?
“Devin Nunes steps down as head of Trump’s struggling media company
APR 22, 2026.”
https://t.co/PFsk70tWFF
Timing?
Coincidence?
A member of the “gang of eight” intelligence committee in Congress.
Publicly exposed the illegal Obama spy operation against Trump.
Exposed Obama’s use of FVEY foreign intelligence agencies used to spy on Trump.
Exposed Adam Schiff’s lies and leaking of classified information.
Art of War.
“Sun Tzu’s The Art of War identifies CONFUSION as a central pillar of strategic deception, asserting that the whole secret lies in confusing the enemy so they cannot fathom your real intent.”
Pulte is playing a strategic role on the chessboard.
Nothing more.
He’s paving the way for Trump’s true number one pick, as we enter the PROSECUTION PHASE.
Buckle up!
Important update for $FNMA and $FMCC traders on Robinhood.
The PDT rule has been eliminated industry-wide, effective tomorrow (June 4, 2026). Robinhood has confirmed the rollout: accounts under $25,000 are no longer subject to the 3-day-trade limit in any 5-business-day period. All prior PDT flags have been cleared.
Traders in F2 can now execute unlimited intraday trades on margin accounts (new minimum equity requirement is approximately $2,000 under the updated risk-based system).
This removes a long-standing barrier for active retail participation in Fannie Mae and Freddie Mac. Expect increased volume, improved liquidity, and potentially sharper price action.
The trading environment for smaller accounts in the GSEs has meaningfully improved.
🚨 Important update for $FNMA and $FMCC traders on Robinhood. $HOOD
The PDT rule has been eliminated industry-wide, effective tomorrow (June 4, 2026). Robinhood has confirmed the rollout: accounts under $25,000 are no longer subject to the 3-day-trade limit in any 5-business-day period. All prior PDT flags have been cleared.
Traders in F2 can now execute unlimited intraday trades on margin accounts (new minimum equity requirement is approximately $2,000 under the updated risk-based system).
This removes a long-standing barrier for active retail participation in Fannie Mae and Freddie Mac. Expect increased volume, improved liquidity, and potentially sharper price action.
The trading environment for smaller accounts in the GSEs has meaningfully improved.
📅 Set your reminder. June 4: The PDT rule will be eliminated, and the $25,000 minimum account balance requirement will officially end.
What it means for you: We will be wiping all past PDT flags clean. Soon, customers will be able to trade on Robinhood without worrying about day trading limits again.
@pgavigan77 Your profile pic is weird and makes me feel weird.
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