Bitcoin. GSE Release. Custom Metal Works. Access Control.
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🚨 I want to remind everyone that Pulte himself said Treasury owns about ”80%” of Fannie Mae, which he is referring to the warrants. No senior stack conversion to give them greater ownership will occur IMO. $FNMA
1.158b shares outstanding x 0.8/.2+1.158= 5.79b total shares after warrants.
15b (earnings last 4 quarters) / 5.79= $2.59 earnings per share
$2.59x15x PE ratio= $38.85/share.
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🚨 A glimmer of hope for Freddie Mac shareholders today as the stock popped 7% just to end the day…….RED again. IMMINENT. $FMCC
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Thurm retweeted
Just outbid a young couple expecting their first child on a lovely 3 bed 2 bath house
Can’t wait to get a tenant in rental #16
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Thurm retweeted
Ten-year Treasury yields are at a new 19-year high today, above 5.08%. The rise has been very orderly, yet relentless, and there is no indication it's going to stop anytime soon, given the high risk of rising inflation eroding the value of both interest and principal payments.
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LaDoger 🟧
Thurm retweeted
Trump: We will make a deal with Iran…
There you have it folks!
If you’re a macro investor in markets right now and not connecting this, you’re asleep.
Iran just floated reopening the Strait inside a week once the blockade comes off. Crude got dumped. Their people in New York have full authority to talk.
Trump is openly saying he wants a way out of this at UNGA. Pezeshkian is in the same city. That doesn’t happen so often.
They’re going to dress it up so it doesn’t look like a hardliner fold.
Fine. Let them.
This is the bone. Strait opens, oil keeps getting crushed, energy falls out of the CPI print, inflation cools, and the 10-year and 30-year come in hard. That’s the long end finally getting the disinflation it was denied.
Warsh stays the uncompromised hawk just long enough to keep the bond market honest, then he cuts. Stocks go to new highs and they stamp Golden Age on it.
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Bitcoin ETFs with +$1b in flows, biggest one day flow haul since the good old days of last Oct. $IBIT led w $381m (4th overall) while $ARKB & $FBTC had over $200m each, but all of the Big Six contributed. Also keep in mind these flows are prob mostly from Fri's action not yest, so look for more tonight.
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🚨 @pulte. What you say now? 13 months later and Fannie Mae and Freddie Mac continue to get decimated. $FNMA $FMCC
Trump seems to confirm 2025 timing for Fannie, Freddie IPO housingwire.com/articles/tru…
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