SkunkApeGar

🇺🇸FDNY retired 343 Never Forget! Never ever ever anything but MAGA since the escalator ride! Fry cook at the Crusty Crab🇺🇸

[SkunkApeGar @SkunkApeGar]

@pulte Unleash Fannie and Freddie!!! MAKE the Fed irrelevant. Do it! The time has come

[SkunkApeGar @SkunkApeGar]

@pulte This ain’t MAGA, sorry Bill

[MAZE @mazemoore]

Apparently Chris Cuomo doesn't like all the old clips I've posted of him being a condescending prick during the pandemic being shared.

So I'm going to post a bunch more.

Here's Cuomo in 2021 mocking and berating Byron Donalds for not getting vaccinated.

[SkunkApeGar @SkunkApeGar]

@allfamilypharma ugh now im sorry I ordered from you. This fat fuck friend of Jefferey Epstein. What a disgrace

[SkunkApeGar @SkunkApeGar]

@DrJStrategy you sound like a dinosaur right before the meteor hits.....

[SkunkApeGar @SkunkApeGar]

@pulte Release the Kraken

[SkunkApeGar @SkunkApeGar]

@cox644566 @GuntherEagleman well fuck you and fuck right off

[SkunkApeGar @SkunkApeGar]

@Daniell64334313 GTFOH with this bullshit

[Hand of God @TylerEHand]

If you want to know where we're headed, take a look at where we've been. Fannie and Freddie rank among the Fortune 50 by revenue, securing nearly $8 trillion in assets, generating roughly $50+ billion in annual net revenues (and around $25–30 billion in net income on recent run-rates), with combined net worth approaching $200 billion, and growing stronger.

Fannie’s ~$4.33T would place it among the very largest balance sheets globally—behind only the biggest Chinese banks ($5–8T) and roughly in the same league as (or ahead of) JPMorgan ($4.9T) and well ahead of Bank of America ($3.5T) or HSBC ($3.3T). Freddie’s ~$3.5T would still rank among the top global banks by assets.

Quarterly profits are solid (mid-teens billions for Fannie, low-to-mid teens for Freddie) but lower than the absolute top banks or tech giants.

Market value is the biggest unknown. Current OTC trading and book values understate a fully privatized, recapitalized firm. Independent estimates of combined equity value upon release/recapitalization have ranged roughly $300B–1T (with Fannie the larger share); realistic public-market valuations could easily put Fannie in the low-to-mid hundreds of billions and Freddie a little lower, depending on capital rules, any residual government support/guarantee, required capital raises, and investor multiples.

If released and operating as ordinary businesses with their present scale, both would be major Global 2000 companies and clear top-100 members, with Fannie the higher of the two.

Long, strong, and righting the wrong.
$FNMA $FMCC

[Hand of God @TylerEHand]

@PFFeeley @BillAckman ⬇️

[Catturd ™ @catturd2]

I’m glad everyone is finally seeing this fraud like I did from the beginning.

[Nick shirley @nickshirleyy]

In other words “Why can’t a 24 yr old solve all the government’s spending problems?”

You people in DC are a large part of the problem. All you do is complain and whine on 𝕏 while your job is to actually work for us.

I’ve exposed and saved America billions. What have you done?

[Horseman Country @HorsemanCountry]

$FNMA $FMCC

Always a treat to start the day with @BillAckman reposting some love for Fannie Mae & Freddie Mac.

Much deserved, @usnavycmdr! You're an OG in the F2 saga who continues to tirelessly advocate for shareholders. Much love and respect, Sir.

Thank you both, gents.

[Hand of God @TylerEHand]

From @Codicil_Capital:
"VERY IMPORTANT INFORMATION FOR INVESTORS IN GSE SECURITIES $fnma $fmcc

A timeline of significant quotes and events regarding the GSEs from the Trump administration and noted investors.

May 21 '25 — Trump: "giving very serious consideration to bringing Fannie Mae and Freddie Mac public… throwing off a lot of CASH, and the time would seem to be right. Stay tuned!"
Trump, follow-up: "the U.S. Government will keep its implicit GUARANTEES."

Aug '25 — Trump posts "MAGA / The Great American Mortgage Corporation / NYSE." Plan: sell 5–15%, raise ~$30B.
Aug '25 — Bessent: a 3–6% stake "might amount to about $30 billion… maybe the biggest deal in history… valuations in the hundreds of billions."

Sept '25 — Pulte: "There's no rush." "Over $7 trillion of assets… no limit to what they could be worth."
Sept '25 — Lutnick: "could well be a this-year thing." "the largest IPO in history."

Oct '25 — Pulte: "opportunistically evaluating"; timing "up to the President… if ANYTHING!" Worth "between $500B to $750 Billion."

Nov '25 — Ackman: "Rushing to IPO is a mistake. We think they are worth a lot more." Three-step plan (~$400B), taxpayers holding >$300B. They "have already paid back their SPS with 10 percent interest."
Nov '25 — Pulte: decision "this quarter or early next year."

'25 — Pulte orders the GSEs to "count cryptocurrency as an asset for a mortgage."

Dec '25 — Burry: owns "good size" in both; relisting "nearly upon us."
Dec '25 — Lutnick: "We are well down the road."

Jan '26 — Trump: "a truly great decision… AN ABSOLUTE FORTUNE… $200 BILLION DOLLARS IN CASH." → orders ~$200B in mortgage-bond buys. 30-yr → 5.99%.
Pulte: "We are on it, Mr. President!"
Pulte on IPO: "It's entirely up to him… There's only one person who knows."

Jan '26 — Bessent, the real gate: "the most important metric… is any study or hint that mortgage rates would go up… a safe and sound release is going to hinge on the effect of long-term mortgage rates." + "Privatization… is a goal for this administration… the one requirement is that they are privatized in such a way that mortgage spreads do not widen."

Mar 13 '26 — Trump EO 14393: FHFA report due in 120 days.
Mar 22 '26 — Ackman: "Now that you have the time, Mr. President, let's Stop the Steal!" — $301B in dividends = SPS repaid.
Mar 30 '26 — Ackman: "stupidly cheap… could be a 10X." "Trump likes big deals and this would be the biggest deal in history."

Jun 5 '26 — Trump: "No, it's not [off the table]… It's not a rush." Floats ~$1T value.
Jun '26 — Pulte: "Great week for Fannie and Freddie. Stronger than ever." + "extraordinarily strong liquidity… I expect a very strong summer and fall season!"

Jul '26 — Burry: "no indication of any clarity regarding the ERCF." Real drivers = SPS + the Sept 7 '28 warrant expiry. Repaid → 3–4x, then 6–7x. Affirmed → "low single digits."

~Jul 11 '26 — FHFA 120-day report due.
Aug 10 '26 — Public comment period on the EO 14393 mortgage-credit report closes.

The entire GSE shareholder base is waiting. Time for the admin and the investors who've carried this to speak.

@pulte @BillAckman @michaeljburry @SecScottBessent"
What say you?

[Dragan Nikolic @revgalerivs]

Wow... do you guys understand how close we are to the release of fnma fmcc ...
This is a BIG deal !!!!

[SkunkApeGar @SkunkApeGar]

@TylerEHand there is no other way to handle it other than patience.

[SkunkApeGar @SkunkApeGar]

Fuck Flock cameras.... that is all. Carry on

[SkunkApeGar @SkunkApeGar]

@World_21m Not raising rates , get real

[SkunkApeGar @SkunkApeGar]

@EternalPatienc1 how about some of these doomer grifters calling Trump a liar on here?

[SkunkApeGar @SkunkApeGar]

@nicosintichakis @POTUS @realDonaldTrump @EricTrump @DonaldJTrumpJr bye bye then , jackasses.... his timeline and no one elses

[Catturd ™ @catturd2]

While you're whining about your $10 burrito, there's someone younger than you, like the next Elon Musk, who's too busy to whine because they're working 18 hour days and they're about to change the world.