Oksenholt Capital making moves...
Sold $FNMA, bought hundreds of thousands of $FMCC shares. Perhaps after seeing Jon's analysis, @michaeljburry decided to double down... but in a bold move of confidence, @JonOksenholt bolstered his Freddie Mac position to ensure a leg up on Burry.
This is a calculated, measured, and conviction- based trade that - if @POTUS follows through with his promises made, and @SecScottBessent can figure out how to monetize - will be a generational move.
I'm glad to be a pebble in the pond with these investors who see what is on the horizon. Join us. Follow Jon and keep your ear to the ground. Conservatorship, by definition, must end.
This week I bought several hundred thousand $FMCC shares.
@FreddieMac shareholders will soon learn why I’m their 3rd best friend (after @realDonaldTrump & @pulte )
While everyone else has been asleep at the wheel, I haven’t..
$FMCC $FMCKJ $FNMAS $FNMAT
Ps - some of the reasons for my decision include:
1. I’m happy with the tremendous progress that has been made
2. I couldn’t stand the thought of @michaeljburry possibly owning more $fmcc than me
@GuntherEagleman I wonder if the government controlling Fannie and Freddie has anything to do with this. Almost like they should be public companies with true operators instead of gov influence
🚨 Fannie Mae has an official loan code for “Musharaka Islamic Finance Mortgages.”
That’s Sharia-compliant home financing… backed by the American taxpayer.
Bill Pulte just saw it and said he’s looking into it right now.
About damn time.
American housing finance should run on American law, not religious codes from anywhere else.
No special carve-outs.
No parallel systems.
Period. 🇺🇸
@World_21m@DoNotLose@BillAckman Sounds like a secondary with a small amount of warrants, maybe waiting for SWF, maybe waiting the TXSE, but that range tells me $47 on the dot lol
🚨 “Fannie Mae and Freddie Mac could be $40-$50 stocks overnight in the event of an NYSE Uplist” @BillAckman … $PS earnings call from today August 13th 2026. $FNMA $FMCC
@Dave92626232148@pratjoey Agree. Despite people saying he seems less convicted, despite him saying to ask different questions this morning this is the truth. He can’t overstep….there has been a lot of negotiation behind the scenes and he swings the biggest dick (minus Bessent/Treasury)
So, Bessent was roadblock due to not wanting rates to increase.
They rolled out a plan for that not to occur by forgiving SPSA, converting warrants, & uplisting but it still is not occurring.
Prez isn’t prioritizing this, but may get done after midterms.
What the fuck is going on in America? @SusieWiles47 has lost the plot! Who is advising the president on this shit? @StephenM if we don’t do something Trump’s legacy will forever be known as the Islamization of America! This is urgent!!!
What’s even crazier is the IRS allows deduction loopholes for Sharia compliant loans and mortgages that are non-interest bearing
@SecScottBessent@USTreasury
Fannie Mae and Freddie Mac both accommodate Sharia Law-compliant home financing.
Fannie Mae even has a specific loan code for:
“Musharaka Islamic Finance Mortgages.”
Freddie Mac explicitly recognizes financing “designed to comply with Islamic law.”
Wow.
@DoNotLose Glen, not sure I understand what you mean by buying pre midterms? I thought there was a date associated with owning the shares for the payout?