Mostly tweeting about Fannie Mae and Freddie Mac…

Joined September 2025
36 Photos and videos
$FNMA $FMCC “ICE & Border Patrol are FULLY FUNDED for the next 3 years” Now Trump knows he does not need F2 proceeds for border security. One less partisan program he needs funded. Increasing the odds he will use F2 proceeds for a sovereign wealth fund
VICTORY! The House just passed the budget reconciliation bill 214-212. This means that ICE & Border Patrol are FULLY FUNDED for the next 3 years. Every democrat voted against it. President Trump’s promise to secure the border is funded for the rest of his administration. Congratulations to @SpeakerJohnson for this huge win with one of the most narrow majorities in American history. The bill is on the way to President Trump’s desk.
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$FNMA $FMCC Funding for partisan programs is the most likely use for F2 proceeds (as it was for Obama)! I have speculated that Trump wants to secure funding for his agenda before showing the F2 $, which can be used for border security, SWF, etc. even if congress splits next year
VICTORY! In a massive win for President Trump, the Senate voted 52-47 to FULLY FUND the Department of Homeland Security & ICE: ✅ $38.6 billion for ICE ✅ $22.6 billion for border patrol ✅ $5 billion for DHS Now, the bill goes to the House. Call your Representatives & ask them to vote 👉YES👈 to the budget reconciliation package. This bill does NOT ban the $1.8 billion anti-weaponization fund. Fully fund DHS & ICE. Then, pass the SAVE America Act!
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This was only the senate so far, but the house is more Trump friendly. $65B for border security, ICE and DHS. The government’s 80% F2 stake could pay that for another 5 years!
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Trump has said F2 are worth a trillion in some small rallies before, but the Director of National Intelligence is big news and this is in the Oval Office in front of the press. Could be big! $FNMA $FMCC
🚨 FANNIE MAE AND FREDDIE MAC ARE WORTH 1 TRILLION DOLLARS - TRUMP PULTE POSITION AS DNI IS ONLY A TEMPORARY POSITION, NOT PERMANENT-TRUMP. $FNMA $FMCC
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Replying to @JonOksenholt
@JonOksenholt is absolutely correct! @Pulte is doing a great job and @POTUS has said it himself on many occasions! Pulte has said “we are locked, loaded, and ready to go” on housing reform and Fannie and Freddie (F2). Thank you Pulte! Keep up the good fight! 🏠🇺🇸🫡 $FNMA $FMCC
May 27
Thank you to Jon Oksenholt for your kind comments on the turnaround we have undertaken at Fannie & Freddie. In addition to reducing housing costs for Americans, the Team has removed Hundreds of Millions of Dollars of Cost in the Companies, that are performing better than ever!
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Just a reminder that @pulte is donating his entire salary to Wounded Veterans! He is working for free to help lower the cost of housing for American families! A true American Patriot!!! 🇺🇸
Feb 10
As promised last October, I am now donating my Government Salary to Wounded Veterans, and the total is now at $46,914.54 which has been donated. ✅
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$FMNA $FMCC Fannie Mae is getting very close to hitting all of its minimum capital requirements! It is $13B away as of March 31st and earning ~$4B a quarter! Here is what the capital requirements would look like **IF SPS were deemed repaid or converted** (my changes in blue):
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Basically just add $121B to each of the original numbers to get the new numbers, nothing crazy, but nice to see in the table. Getting close!
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Here’s the original from their Q1 2026 10Q filing:
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I wouldn’t be surprised if the F2 release was delayed until next year, I also wouldn’t be surprised if it was announced next month. I think the ‘policy tool’ delay argument is weak. F2 and shareholders will want to continue the MBS retention up to the max allowed $FNMA $FMCC /1
$FNMA $FMCC Hats off to this guy Marty Green who figured out 4 months ago why F2 is dead money for the foreseeable future (and probably beyond). As I asked last week..Why would any president advocate giving up control of F2 and lose this policy tool on housing which is one of the most important foundational pillars of our economy????????? "The second, perhaps more important reason, in Green’s view, is that Trump’s directive serves as an “indication that the administration now sees Fannie and Freddie as a real mechanism to impact housing policy and affordability policy.” scotsmanguide.com/news/will-…
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The F2 release is very much alive and there are more catalysts approaching. MBS portfolio cap being reached, a need for non-congressionally apportioned funding for programs during a potentially split congress in 2027, a golden IPO window, Basel III adjustments, etc. /6
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I think Trump, Bessent, Pulte, and Lutnick will all see the merit of deeming SPS repaid. It is the right thing to do. Any political criticism is easily countered with showing the easily $300B that the government will make and insulting Obama’s socialist NWS theft /7
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Fannie Mae and Freddie Mac investors are underestimating the chances of a public market re-entry from the mortgage giants after a lull in chatter around the names, according to Mizuho’s Dan Dolev bloomberg.com/news/articles/…
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Long-time $FNMA and $FMCC followers might recognize the graphic format from previous Trump posts that were given to Trump by Pulte! I’ll attach others below. I hope they had a productive weekend together and hopefully will be acting soon and respecting current shareholders!
May 4
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^Grok says that excerpt is actually from Politico. Still credibly linked to Pulte. I’m glad they are working closely! We believe in you Pulte and Trump! Do what’s right and deem the SPS repaid! The US must uphold its reputation of fair dealing! 🦅🇺🇸🏠
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Even this one has a sliver of gold at the top, like it was possibly the same header. They added an ‘s’ to the Great American Mortgage Corporation(s) after there was merger speculation (which I never fell for) $FNMA $FMCC
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