Grackychan

Investor. New Yorker. Know a little about a lot of things.

[Grackychan @grackychan]

@HormuzLetter You won't let us land? We'll make sure we can never land there again!

[Grackychan @grackychan]

@BetterCallMedhi This is why Rubio spent a lot of effort in Panama to essentially force out HK Hutchinson

[Elie Najm | WIZE MARKETS @Wize_Markets]

@pulte When Trump picked you we all banged the table cheering. We thought Fannie & Freddie would finally be released. Almost 2 years later $FNMA $FMCC still in conservatorship after 33+ profitable quarters. When do we get the release?

[Grackychan @grackychan]

@ChillMode2345 @SoFi, as an investor, will this be a write down scenario? Please stop making these loans. Thanks.

[Bill Ackman @BillAckman]

@pulte We welcome your focus. Now is the time to take further steps for release from conservatorship.

[Grackychan @grackychan]

@AverageDipBuyer @finance_intell You mean a hike, right?

[Grackychan @grackychan]

@Alec_Mazo Well said Alec

[Alec Mazo @Alec_Mazo]

Fannie and Freddie investors’ win on the breach of implied covenant claims carries a significant level of protection for shareholders and is a huge deal for the sanctity of public markets at a time when socialism is creeping up on the left.

Private property (shares of Fannie and Freddie) cannot be arbitrarily zeroed out by an overreaching majority holder.

If the GSEs are to be worth $500B+, they need to be listed on the NYSE without the fear of a future sweep. The senior preferred liquidation preference needs to be deemed paid off to clear the decks for the Gov’t to exercise their warrants to own 80% of the publicly listed companies- worth more than $400B.

The capital framework should be adjusted to eliminate the duplicative and unnecessary buffers. At 2.5% plus a paid for line of credit (the liquidation pref can be converted into one) would constitute a fortress balance sheet to weather more than 10x of credit losses from the 2008 crisis. @pulte @SecScottBessent @realDonaldTrump

[rule of law guy @rule_of_law_guy]

@BillAckman my most recent post, published last Friday night: https://t.co/eYg3FeukWy

[Bill Ackman @BillAckman]

On Fannie Freddie, an important read.

Bullish.

[Grackychan @grackychan]

@KhanhNgo3 @_balaji_km Uber is a very large shareholder already, I’m sure they’ve considered it

[Grackychan @grackychan]

@_SoccerThoughts @kapkap42 England Norway now 😂

[Grackychan @grackychan]

@chuge857 Serenity is a man but fair enough analysis.

[Grackychan @grackychan]

@tomlefevre @JackRafff123 @FreddyLA7 Decent lil bro to NYC. Freddy will end up there anyway

[Grackychan @grackychan]

@minaenergi @MTA @nyknicks Stay home today it’s impossible

[Grackychan @grackychan]

@RealSkipBayless

[Grackychan @grackychan]

@DrinkingEurope @BeatinTheBookie

[Grackychan @grackychan]

@J_gundo @BeatinTheBookie Yikes still time to delete

[Grackychan @grackychan]

@insiderinvests I like the stock and so does he. @anthonynoto

[Grackychan @grackychan]

@koreavaluehunt This is what peak alpha looks like