FM FMCC FREDDIE MAC Loading... : Bullish and Bearish Analyst Opinions

Buy FMCC alongside FNMA; Ackman explicitly bullish on both GSEs as appellate court ruling on Net Worth Sweep breach structurally constrains Treasury's conversion option, making a warrant-based exit the dominant path and benefiting existing shareholders.

Freddie Mac shares would benefit identically to Fannie Mae from the same binary event. The article treats the Twins as symmetric, with the same upside/downside based on the SPS LP decision. Risk: Same as FNMA: affirmation of the SPS LP would drive shares to near-zero, as the retained earnings would be claimed by Treasury.

The bipartisan Road Act has passed Congress and is still expected to become law despite the signing ceremony being delayed. This legislation will boost home construction, benefiting home builders and related companies. KB Home had its best one-day gain since 2020, and the rally extended to D.R. Horton, Home Depot, Fannie Mae, and Freddie Mac.

Fannie Mae and Freddie Mac are now worth approximately a trillion dollars due to the successful job done by Bill Py under the current administration, implying significant value creation and a bullish outlook for the GSEs.

Bill Ackman details Pershing Square USA's rapid capital deployment into high-quality companies at attractive valuations and highlights a 20% NAV discount, signaling strong conviction in PSUS shares.

President Trump notes that the value of Fannie Mae and Freddie Mac has increased dramatically since he retained control over them, and estimates they could be worth $1 trillion. He emphasizes he chose not to sell them earlier at a low price, implying significant future upside.

Trump states that the value of Fannie Mae and Freddie Mac has increased dramatically since he took charge, having rejected a buyout offer for 10% of today's worth. He claims they could be worth $1 trillion, implying massive upside from current levels.

Donald Trump said his administration is still considering a public offering of shares in mortgage giants Fannie Mae and Freddie Mac.

Fannie Mae and Freddie Mac shares jump after former President Trump floats a potential one trillion dollar valuation for the mortgage giants.

Former President Trump comments that initial public offerings for Fannie Mae and Freddie Mac are not off the table but there is no rush.

Fannie Mae and Freddie Mac common shares initially surged after Trump said the mortgage giants could be worth $1 trillion, but later gave back most gains as skepticism grew.

Former President Trump values Fannie Mae and Freddie Mac at roughly one trillion dollars according to a statement reported by FirstSquawk.

President Trump announces William Pulte will remain Director of FHFA and Chairman of Fannie Mae and Freddie Mac.

Freddie Mac 'stupidly cheap' — asymmetric setup; potential 10X return and could happen soon. Long-standing Pershing Square position.

Ackman endorses thesis on releasing Freddie Mac from conservatorship and recapitalization, unlocking common-shareholder value.

Freddie Mac shareholder thesis: SPS more than repaid; respecting contractual terms unlocks value vs. dilutive SPS conversion.

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.