저자: 미상 · 외국인
요약 보기
패니메이·프레디맥 관련 법원 판결 항소 기한(2일 내), 트럼프 국정연설(6일 후)에서 conservatorship 해제 발표 기대, 파월 의장 임기 만료(85일 후) 이슈 제기. 빌 애크먼·마이클 버리가 지분 매수/추가 매수 사실을 공개해 긍정적 신호로 해석. 주가는 약 7~8달러 수준에서 상승 기대를 피력.
다듬은 글
Greetings my warriors. So I want to um basically just the news what is uh happening and uh in the last few days uh we had like uh large sell off we hit seven because we hit seven even some uh sleep giants they woke up like um Bill Aman and finally react about the the price and something like that. So um it look it look like that he needs seven to be start to work its job um for that guy.
So I want to talk a bit there's like a couple of events what will happen in two days uh is the due date when the government can appeal uh for the Lambert suit and um that means that um they can submit appeal and uh postpone the the verdict that was uh given and uh what they need to give for junior preferred shares and um Freddy M owners.
uh what also that means that um if uh that is fulfilled there is like some speculations and I believe that their truth that if government agree to pay off uh those uh claims that automatically conservatorship will be end. So in a two days we'll know what is uh going on in case that um they do um do they do appeal uh the agreement is scheduled for 62 days and uh it is in April 21st that is uh scheduled it is like uh oral uh basically agreement to to that they come in front of the court they will have 15 minutes and say okay it's good or bad.
So eventually the junior preferred chairs receive the money most probably because of the court proceedings and all the procedure they will have they will receive the money in one year. Um so if that happens if that is the the case. So in a one year junior preferred chairs can expect the monies from from that sort.
Um in a six days we have state of the union and uh in my belief uh that is that uh that Trump want to break how he left uh he uh got freed uh the feny man and Freddy M. And I hope that that will uh happen and I hope that uh Trump will uh free Fain Man Freddy M uh before that that is like what at least to uplift it you know to have a big statement about it that is like large probability and I would like to see that happen and uh he should you know like he was he was he said number of times that he will do it and uh I think the one year address to the public uh would be a big deal that he uh says that after 17 years he finished that uh communist occupation of private property of US.
Um also another important date is uh in 85 days Jerome Powell term expire and as we saw before uh we had the uh situation where uh the F man Freddy M uh talks about removal from conservatorship started. They had a meeting in December about [clears throat] the housing, the big one and after the meeting they start to talk about Jerome Powell.
So probably Jerome Powell is the problem. Uh the price of the stock went up down like I don't know like weird like around eight that is unreal for this stock. Um okay. Uh I want to u say also about there was a couple of uh [clears throat] proposed uh acts by the congress that they want to introduce the bill to remove the end government conservatorship and uh they the bill is that it needs to be done in a 30 days uh and um but uh reality that it passes only 2%.
But there is like that means that there is an an effort and a thought to uh remove it from conservatorship. I also heard that there was a bill introduced by uh oh my god what was her name war um uh Elizabeth Warren also and she tried to also push some bill but I don't I don't uh believe uh in that too much.
So this is what is important here that um they uh try to pass the bill and uh it maybe it will pass but 2% is uh I I I think the the Jerome Powell uh term expiration is much bigger probability uh that it's solve and also what you think with this bill is actually uh Trump want to uh create situation if something goes out that uh it is not his responsibility fining into situation as they were before.
Um of the big whales we have that Billman reposted a few days ago about uh that uh Bill and uh he reposted the the quote. So that is a nice uh event. He is influential. Uh also uh we heard uh one of the our guys ask um uh Michael Joy Buri uh the big short guy uh I cannot increase it uh that it says uh it's Salumi Kazanova if you follow if you are on the Twitter you should follow him it's argue alone he's uh and he says Mr.
bor big respect. Did you add to your F2 position Fman Freddy Mack uh in a seven Ranger in best regards and he said yes and it is his account so it is a big deal. Uh on top of that uh he also reposted the uh the his post and his article and uh his writings on his sub track. You can uh read that uh there it is behind the pay wall but uh he he adds and he believes in Fain May and Freddy make uh receiverhip uh not receive from to ship and uh also uh we have uh from stocks I'm not sure how much is that how much is uh this one is correct but Um but it is correct.
It says that it's his account. Um so it says he posted over there. So today it was uh day before yesterday. I'm looking to double down on Fime and Freddy M and on F and I added to Freddy M recently. This is not a recommendation. By double down I mean I would buy the same amount of shares I already own.
Again the low seven is the area I was waiting for and I am buyer here. My thesis was uh not change and I am willing to be patient. So unquestionably he's um interesting and he's uh buying our stock and I believe he you know he's not a sheep that is the whole idea you know he he um has a thought because of the reason because of the facts because of the uh something real and uh and he acts upon it.
Um so I I think his opinion is value as much as his uh algorithm for buy and trade. So um he he is uh I think that he uh in a short time uh gave to Fanny man Freddy M stuck much more than Billman did in a couple of years. you know for what be like we it was important that we have them with us know he he's not active you know like look one post which is he he he should be more much more active consider the position he has uh but it is nice to have him in the in the in the pack in the but uh he he's okay but I think that he should be more active consider the the the position he has you Look what a couple of us what we're doing and we have like decent position but uh not as much as he does and we would like to have and for that money he has invested and how much skin in the game he has he should be uh more active in my opinion that doesn't mean that I'm right maybe he has his own reason or no matter what uh the fainy man Freddy M uh some stuff is happening soon uh and um also we saw like those short sellers they exist they're shooting they're hitting our uh stock very hard but yesterday uh we saw that uh some long uh seller uh that is again that guy who was a short seller before uh was um not shorting but longing the the share.
So uh we are at 8 uh and uh hopefully in um soon we'll be as as it was before. Stay well my friends.
Comments 0