Nicholas DAntoni

[Nicholas DAntoni @Tricknick1]

Liquidation presence should have no value. If they have value, it’s called “stealing.

Below is from CBO.

Key numbers
•The U.S. Treasury invested about $189 billion in senior preferred stock in Fannie Mae and Freddie Mac (combining the amounts for both GSEs). 
•Through June 30, 2019, Fannie Mae & Freddie Mac had paid $301 billion in dividends to Treasury under the terms of the conservatorship + sweep. 
•As of 2019, that $301 billion in payments included amounts above and beyond what would have been due under the original 10% dividend terms (i.e. the excess from the sweep). 

Thus, in aggregate, the sweep (under Obama’s amendment) caused the GSEs to transfer a very large sum of profits to the U.S. Treasury over time. Exceeding the terms of their ROI

[Nicholas DAntoni @Tricknick1]

@BillAckman @pulte @BillAckman don’t want to be an echo chamber but really the only viable path to hit Trump WSJ purported timing from Friday is to do as you suggest above. Too much mid-term and law suit risk sinking this political agenda otherwise.

[Nicholas DAntoni @Tricknick1]

@Worldwar_3_ @grok verify

[Nicholas DAntoni @Tricknick1]

@BillAckman @pulte This model seems to be working for MP, US Steel — perhaps housing industry follows same template. Why rock the boat?

Under Trump, U.S. becoming active investor at scale not seen outside major crises https://t.co/FccBx1maC6

[Nicholas DAntoni @Tricknick1]

@T_Castelluccio @BillAckman any risk from your POV that this recent Fed ruling on reciprocal tariffs adds risk of POTUS, Treasury, and FHFA not having full control over decision making?

[Nicholas DAntoni @Tricknick1]

@BillAckman Last pic from her Qs

[Nicholas DAntoni @Tricknick1]

@BillAckman How would you respond to Elizabeth Warren’s series of questions in her Jan 12, 2025 letter to Scott Besset? Which of these many questions are the most important from your PoV

[Nicholas DAntoni @Tricknick1]

@taylormokris @WMTribeMBB I once hit 9 threes in a single contest. Citadel. Check it out!

[Nicholas DAntoni @Tricknick1]

@TSA @CLTAirport Relieve pickup congestion. Make a single crosswalk @ terminal midpoint. Put pede stoplight and allow crossing every 2min. Congestion solved

[Nicholas DAntoni @Tricknick1]

@brookiemiller yep! I made the leap...so far so good!

[Nicholas DAntoni @Tricknick1]

@Jackal2345 @therealdrewhill. Lets be honest. Just trying to adjust here.

[Nicholas DAntoni @Tricknick1]

@Jackal2345 @therealdrewhill Natalie showed me how to respond. I'm not sure why you got to come at me like that. Trying to learn the ropes

[Nicholas DAntoni @Tricknick1]

@TheRealDrewHill hi. First time ever tweeted. Natalie showed me how!

[Nicholas DAntoni @Tricknick1]

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[Nicholas DAntoni @Tricknick1]

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[Nicholas DAntoni @Tricknick1]

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[Nicholas DAntoni @Tricknick1]

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[Nicholas DAntoni @Tricknick1]

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[Nicholas DAntoni @Tricknick1]

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