Nick Timiraos

Chief Economics Correspondent, WSJ
@NickTimiraos · tracked since Nov 2025
Calls 2 836 Posts tracked · 4.2/day
Calls
7d 0
30d 0
90d 0
Best Calls
No live winners yet
Worst Calls
FMCC long -43.9%
FNMA long -41.5%
Most Mentioned
FNMA ×1
FMCC ×1
Recent Calls
FMCC long 4 months ago
FNMA long 4 months ago
Win Rate 0% Long 2 Short 0
Win Rate
7d 0%
30d 0%
90d 0%
Average Return -42.7% Long Return -42.7% Short Return -
Average Return
7d -11.9%
30d -26.4%
90d -40.3%
Result
Result
Sort
Theme Stance
Ticker
Side
Mentions
Opened
Entry
P&L
Thesis
Theme
Source
FMCC FREDDIE MAC FREDDIE MAC
Long
Jan 08
$10.14
-43.9%
1. THE FACT: Trump is using authorities granted by the 2008 conservatorship of Fannie Mae and Freddie Mac that allows the companies to increase by around $200 billion their holdings of mortgage bonds. 2. THE BRIDGE: An increase in mortgage bond holdings by Fannie Mae and Freddie Mac could imply increased demand for mortgage-backed securities or a potential for these entities to become more active in the housing finance market. This could be a positive catalyst for the companies themselves or related assets. 3. THE VERDICT: Trump's action to allow FNMA/FMCC to increase mortgage bond holdings by $200 billion is a positive for the companies.
1. THE FACT: Trump is using authorities granted by the 2008 conservatorship of Fannie Mae and Freddie Mac that allows the companies to increase by around $200 billion their holdings of mortgage bonds. 2. THE BRIDGE: An increase in mortgage bond holdings by Fannie Mae and Freddie Mac could imply increased demand for mortgage-backed securities or a potential for these entities to become more active in the housing finance market. This could be a positive catalyst for the companies themselves or related assets. 3. THE VERDICT: Trump's action to allow FNMA/FMCC to increase mortgage bond holdings by $200 billion is a positive for the companies.
Fintech
TWITTER
FNMA FANNIE MAE FANNIE MAE
Long
Jan 08
$10.85
-41.5%
1. THE FACT: Trump is using authorities granted by the 2008 conservatorship of Fannie Mae and Freddie Mac that allows the companies to increase by around $200 billion their holdings of mortgage bonds. 2. THE BRIDGE: An increase in mortgage bond holdings by Fannie Mae and Freddie Mac could imply increased demand for mortgage-backed securities or a potential for these entities to become more active in the housing finance market. This could be a positive catalyst for the companies themselves or related assets. 3. THE VERDICT: Trump's action to allow FNMA/FMCC to increase mortgage bond holdings by $200 billion is a positive for the companies.
1. THE FACT: Trump is using authorities granted by the 2008 conservatorship of Fannie Mae and Freddie Mac that allows the companies to increase by around $200 billion their holdings of mortgage bonds. 2. THE BRIDGE: An increase in mortgage bond holdings by Fannie Mae and Freddie Mac could imply increased demand for mortgage-backed securities or a potential for these entities to become more active in the housing finance market. This could be a positive catalyst for the companies themselves or related assets. 3. THE VERDICT: Trump's action to allow FNMA/FMCC to increase mortgage bond holdings by $200 billion is a positive for the companies.
Fintech
TWITTER
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