Mark Hitt

[Cassandra Unchained @michaeljburry]

Home prices never fall! Buy 5 houses! Are you both dumb AND blind?

[Horseman Country @HorsemanCountry]

$FNMA $FMCC

@michaeljburry has repeatedly shared his latest Substack on Fannie Mae & Freddie Mac in recent days.

Today he referenced Trump's EO from March 13 that gave a deadline of yesterday for FHFA to submit recommendations on capital rules.

We all eagerly await that report. F2 is more than capitalized at this point.

Tick, tock. GLTA.

[The White House @WhiteHouse]

"The great thing about Trump Accounts is they deliver on the promise of ownership and skin in the game from birth. They also build an appreciation for our great country." - @RobinhoodApp Founder & CEO @VladTenev

[Alec Mazo @Alec_Mazo]

I was explaining his Trump account to my 12-year-old, and one thing resonated quickly with him: he MUST believe in America’s success as a capitalist country, with flourishing businesses lifting all boats. Those businesses are publicly listed companies, and he owns a tiny piece of most of them through a diversified index in the Trump account — left alone for many years. When he retires, those businesses will have added a lot of real value to the American people, and the measure of that value will be reflected in his Trump account. If he wants to be successful, he simply must have skin in the game! This is the most powerful way to fight back against the growing threat of socialism and communism — by winning the hearts and minds of the next generation.

[Horseman Country @HorsemanCountry]

$FNMA $FMCC

@michaeljburry drops another substack on Fannie Mae & Freddie Mac.

While the bedside manner of the good doctor in lashing out at the administration can be debated, the frustration is warranted...& felt by countless other shareholders.

The twins have paid back far more than they owed...& the cat is way out of the bag on the Obama administration‘s theft via the net worth sweeps.

F2 ranks #25 (Fannie) & #35 (Freddie) in the Fortune 500.

They have repeatedly been touted by @realDonaldTrump & @pulte as a (collective) "Trillion Dollar Company".

Shareholders would love to be able to join in the celebration of such grand success. But we can’t fully enjoy it while we languish in pink sheet prison. We belong on a legitimate exchange. Until then, every soundbite about a record stock market is nothing but a kick in the gut to us.

We've been loyal. We’ve been patient. And our expectations have been created and driven by the overt signaling of this administration. All we want at this point is clarity in our path forward...especially where the SPSPA is concerned.

Thankfully, we have some big dogs barking for us. I’m grateful we have advocates in Dr. Burry & @BillAckman. They give us a voice that would otherwise never be heard.

GLTA.

[Nico @nicosintichakis]

Pershing Square has added more than 30 million new Fannie Mae shares $FNMA $FMCC #Fanniegate

[Eric Daugherty @EricLDaugh]

🚨 BREAKING: 2 MILLION SpaceX shares are now being donated to the Trump Accounts by the SpaceX President and COO, DIRECTLY benefiting America's children and their future

AWESOME! 🔥

SpaceX is filled with patriots!

SpaceX President Gwynne Shotwell: "My husband and I are honored and thrilled to participate in the Invest America program and gift a share of our SpaceX stock to a Trump Account for each of more than two million children across our great nation."

"We have been fortunate in our careers and hope this gift encourages the next generation to continue the journey of enabling humanity to live and fly amongst the stars."

🇺🇸🇺🇸🇺🇸

[Cmdr Ron Luhmann @usnavycmdr]

July 11, 2026 - FHFA Report Due under EO #14393 Deadline
Topics
• Enterprise Regulatory Capital Framework
• Conservatorship
• Housing Finance Reform
• Mortgage Mkt Structure
• CRTs
• Cap Requirements
maybe one of most important events affecting Fannie & Freddie since c'ship began.

[Nico @nicosintichakis]

@RepFitzgerald once you see it you can not unsee it 👀 $FNMA #FannieMae @DNIPulte @SecScottBessent

[Eric Daugherty @EricLDaugh]

🚨 OMG. Spencer Pratt drops bombshell: Los Angeles’ largest homelessness NGO now faces a federal investigation and a court has officially BLOCKED their move to dismiss the fraud claims

Weingart NGO is one of the Democrat FRAUD HUBS, they raked in DOUBLE what it would normally cost for a housing project

Pratt called it!

“Karen Bass and Nithya Raman laundered YOUR tax dollars through the Weingart NGO to pay 2x cost on a homeless housing project from a scammer middleman; a $16M flip, for a dubious homeless project, all while evicting the seniors who lived there.”

He previously NAILED IT:

“[Bass and Newsom are] both complicit in LAUNDERING $24 billion to INCREASE homelessness…They both should be in JAIL TOGETHER!"

[Carl DeMaio @carldemaio]

IT'S OFFICIAL: CA Voter ID officially now on November Ballot!
Join the fight at https://t.co/TFn2RnSajd

[Shawn Dunavant @DunavantSh58880]

Fannie Mane and Freddie Mac investors waiting for justice! $fnma $fmcc @pulte @MarkCalabria @realDonaldTrump @SecScottBessent

[Nick shirley @nickshirleyy]

Newsom would rather tax billionaires than:
- Figure out where $24 billion for the homeless went
- Stop funding California’s NGO scams
- Waste $14 billion on a train to nowhere
- Continue using your tax dollars for illegals’ healthcare

Billionaires aren’t the problem, you are.

[Nico @nicosintichakis]

🚨 FANNIE MAE (FNMA): ONE OF THE MOST MISUNDERSTOOD OPPORTUNITIES IN THE MARKET 🚨

Fellow Investors,

Markets reward patience when value is overlooked.

Fannie Mae (FNMA) remains one of the most compelling asymmetric opportunities in U.S. equities. Despite playing a critical role in America’s housing finance system, the company continues to trade at a valuation that many investors believe fails to reflect its long-term earnings potential.

Here’s why institutional capital may eventually be forced to pay attention:

✅ 1. A Critical Franchise at a Fraction of Its Potential Value

Fannie Mae supports one of the largest housing finance platforms in the world, with more than $4.5 trillion in guarantees. It has consistently demonstrated the ability to generate substantial earnings, yet the common stock continues to trade at distressed levels.

🔓 2. Conservatorship Cannot Last Forever

After more than a decade under conservatorship, pressure continues to build for a long-term resolution. Whether through legislation, administrative action, litigation, or recapitalization, the status quo is increasingly difficult to justify indefinitely.

⚖️ 3. Multiple Potential Catalysts

Shareholder litigation, policy discussions, capital requirements, and future GSE reform all represent possible catalysts. Investors don’t need every outcome to be favorable—only meaningful progress toward normalization.

🏠 4. A Durable Business Model

Regardless of housing cycles, Fannie Mae remains central to the U.S. mortgage market. Its role in providing liquidity and stability creates a business with significant long-term earnings power if allowed to operate as a fully capitalized enterprise.

📈 5. Asymmetric Risk vs. Reward

Markets often reprice companies long before uncertainty is fully resolved. If conservatorship eventually ends and private shareholders participate in that transition, today’s valuation could prove significantly disconnected from intrinsic value. While outcomes remain uncertain, many investors view the potential upside as materially greater than the downside.

The Bottom Line

The biggest opportunities rarely come with perfect clarity.

FNMA represents a rare combination of:
• A systemically important franchise
• Significant earnings capacity
• Multiple long-term catalysts
• A valuation that continues to spark debate among value investors

If the path toward normalization becomes clearer, today’s prices may eventually be viewed as a period when the market underestimated one of the most important financial institutions in America.

Do your own research.

Sometimes the market doesn’t recognize value until it has no choice.

#FNMA #FannieMae #ValueInvesting #DeepValue #HousingMarket #Investing #Finance #Stocks #GSE #LongTermInvesting 🚀

[Horseman Country @HorsemanCountry]

$FNMA $FMCC

Translation:

"Fannie Mae & Freddie Mac are safer, sounder, stronger, & more valuable than ever before...we're gonna loosen the reins."

And regardless of all the noise experts & talking heads are making about hikes, rate cuts are coming soon.

DJT & Warsh are aligned in that regard. Housing is gonna boom.

"Locked, loaded, & ready to go."

GLTA.

[Hung Cao @HungCao_VA]

I am so proud to represent President Trump and his administration to enhance cooperation between the United States Navy and the Vietnamese Navy.

We must allow the wounds of the past to heal and move forward for the mutual benefit of both nations.

[ThePersistence @ScottPresler]

Since our movement is trending right now, let me introduce myself:

My name is Scott Presler.

I’m an Eagle Scout & son of a retired Navy Captain.

I moved to Pennsylvania in 2024 & launched an organization for the sole purpose of helping to re-elect President Trump.

I’ve spent the last decade of my life registering tens of thousands of voters, electing Republicans to all levels of office, & helping to build up Republican structures from the county & state levels.

I’ve traveled to over 40 states to grow the Republican Party.

For the last 6 months, I’ve met with members of Congress to pass the SAVE America Act — which would require photo voter ID & proof of citizenship to vote.

What I’m advocating for has overwhelming support from the American people.

Yet I was not allowed entry to a dinner last night in Rapid City, South Dakota, because Senate Majority Leader Thune was present.

When they go after me, they are really coming for you.

I will not be bullied, pressured, intimidated & I won’t stop pushing for the country-saving SAVE America Act.

Thank you for having my back — peacefully.

[Gunther Eagleman™ @GuntherEagleman]

🚨 SCOTT PRESLER BANNED FROM SOUTH DAKOTA GOP STATE CONVENTION?!

The guy who’s out there grinding, registering voters, and fighting for America First gets blocked from a GOP event?

South Dakota GOP should be ashamed of themselves.

[Horseman Country @HorsemanCountry]

$FNMA $FMCC

Great to see these posts from @MampillyGuru.

Only time will tell. But however bullish you are on Fannie Mae & Freddie Mac...you may not be bullish enough.

@realDonaldTrump is not randomly dropping "Trillion Dollar Company" soundbites. He's laying a foundation with this narrative.

And for the record, F2 blows SpaceX out of the water in profitability. I wouldn't be dismissive of radical possibilities.

GLTA.