Buzzberg Cup Live

Nick Timiraos

Chief Economics Correspondent, WSJ
@NickTimiraos · tracked since Nov 2025
Calls
2
Win Rate
0.0%
return
-45.2%
Calls 2 1072 Posts tracked · 4.4/day
Calls
7d 0
30d 0
90d 0
Best Calls
No live winners yet
Worst Calls
FMCC Long -45.9%
FNMA Long -44.5%
Most Mentioned
FNMA ×1
FMCC ×1
Recent Calls
FMCC Long 6 months ago
FNMA Long 6 months ago
Win Rate 0% Long 2 Short 0
Win Rate
7d 0%
30d 0%
90d 0%
Average Return -45.2% Long Return -45.2% Short Return -
Average Return
7d -11.9%
30d -26.4%
90d -40.3%
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Result
Result
Sort
Theme Stance
Ticker
Side
Mentions
First Call
Call Price
P&L
Thesis
Theme
Source
FMCC FREDDIE MAC FREDDIE MAC
Long
Jan 08
$10.14
-45.9%
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.
Real Estate Finance
TWITTER
FNMA FANNIE MAE FANNIE MAE
Long
Jan 08
$10.85
-44.5%
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.
Real Estate Finance
TWITTER
Showing 2 of 2 calls · sorted by mentions

Nick Timiraos has 2 trade ideas tracked on Buzzberg across 2 tickers since November 2025. Most covered: FNMA, FMCC.