Author Topic: FNMA and FMCC preferreds. In search of the elusive 10 bagger.  (Read 2668919 times)

blackcoffee

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Re: FNMA and FMCC preferreds. In search of the elusive 10 bagger.
« Reply #9520 on: March 12, 2018, 09:05:50 AM »
“The press was to serve the governed, not the governors.” But in GSE case, unfortunately, press is serving the governors, with fake news, lies and twisting of the facts.

I'd love to hear this board's thoughts on the media coverage of this topic.

Yes but to what do we all attribute the reasoning that they're all lying in tandem here to be?


rros

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Re: FNMA and FMCC preferreds. In search of the elusive 10 bagger.
« Reply #9521 on: March 12, 2018, 11:17:40 AM »
Kudlow was outspokenly in favor of GSEs shareholders. Will he be of any influence should he finally get Cohn's job? Or will he end up being metamorphosized by the government, like Mnuchin/Mulvaney?

cherzeca

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Re: FNMA and FMCC preferreds. In search of the elusive 10 bagger.
« Reply #9522 on: March 12, 2018, 01:23:44 PM »
Kudlow was outspokenly in favor of GSEs shareholders. Will he be of any influence should he finally get Cohn's job? Or will he end up being metamorphosized by the government, like Mnuchin/Mulvaney?

tim howard has a comment up to his last post from his book quoting kudlow as being virulently anti-congressional charter for GSEs...wanted them to become pure private companies.  but i do believe that given his free market capitalism bent, he would want GSE shareholders to get back to square given the 10% moment has been reached.

blackcoffee

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Re: FNMA and FMCC preferreds. In search of the elusive 10 bagger.
« Reply #9523 on: March 12, 2018, 01:30:27 PM »
Kudlow was outspokenly in favor of GSEs shareholders. Will he be of any influence should he finally get Cohn's job? Or will he end up being metamorphosized by the government, like Mnuchin/Mulvaney?

tim howard has a comment up to his last post from his book quoting kudlow as being virulently anti-congressional charter for GSEs...wanted them to become pure private companies.  but i do believe that given his free market capitalism bent, he would want GSE shareholders to get back to square given the 10% moment has been reached.

We finally got a 10% on this mob loan we gave you that you can't ever repay. We're totally going to treat you fairly going forward from here even though we don't have to and the judges all agree that we don't have to....pardon me for not giving any thought about the 10% moment...

how about instead, we get a judge that says the entire c-ship was a fraud, which it was, based on the discovery documents.

HalfMeasure

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Re: FNMA and FMCC preferreds. In search of the elusive 10 bagger.
« Reply #9524 on: March 12, 2018, 02:12:38 PM »
Kudlow was outspokenly in favor of GSEs shareholders. Will he be of any influence should he finally get Cohn's job? Or will he end up being metamorphosized by the government, like Mnuchin/Mulvaney?

tim howard has a comment up to his last post from his book quoting kudlow as being virulently anti-congressional charter for GSEs...wanted them to become pure private companies.  but i do believe that given his free market capitalism bent, he would want GSE shareholders to get back to square given the 10% moment has been reached.

Relevant: https://twitter.com/larry_kudlow/status/733754186182103049?lang=en

rros

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Re: FNMA and FMCC preferreds. In search of the elusive 10 bagger.
« Reply #9525 on: March 12, 2018, 05:27:44 PM »
Kudlow was outspokenly in favor of GSEs shareholders. Will he be of any influence should he finally get Cohn's job? Or will he end up being metamorphosized by the government, like Mnuchin/Mulvaney?

tim howard has a comment up to his last post from his book quoting kudlow as being virulently anti-congressional charter for GSEs...wanted them to become pure private companies.  but i do believe that given his free market capitalism bent, he would want GSE shareholders to get back to square given the 10% moment has been reached.
Thanks. Yes, he most likely wants the government completely out as TH states. But check HalfMeasure's tweet by LK... That wasn't his only tweet. He was saying the same thing over the radio and in cnbc interviews over a period of time. Point is, he was very specific at defending shareholders' rights w/o one mention of Fannie and Freddie (which he may not like). I have followed him for a decade when he was commenting daily at cnbc together w/Cramer. He is seriously free market and his defense of shareholders could be real. As oppose to yapping on top of a hedge fund's check.

My question stands, will he turn into a do-nothing Mnuchin/Mulvaney/Ross?

At a minimum, Wayne's Goldman fears have subsided a little?

SnarkyPuppy

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Re: FNMA and FMCC preferreds. In search of the elusive 10 bagger.
« Reply #9526 on: March 12, 2018, 08:20:12 PM »
Larry Kudlow - https://www.dropbox.com/s/soupvnqqu349wz3/20150718__Kudlow%20Show%20Fannie%20Mae.m4a?dl=0

Interesting.  Is nobody worried that only pre-NWS are compensated?

Midas79

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Re: FNMA and FMCC preferreds. In search of the elusive 10 bagger.
« Reply #9527 on: March 13, 2018, 06:12:59 AM »
Larry Kudlow - https://www.dropbox.com/s/soupvnqqu349wz3/20150718__Kudlow%20Show%20Fannie%20Mae.m4a?dl=0

Interesting.  Is nobody worried that only pre-NWS are compensated?

Pre-NWS shareholders shouldn't be worried at all.

How exactly have post-NWS holders been screwed? Or more to the point, what reason does Kudlow have to believe that post-NWS holders have been screwed?

rros

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Re: FNMA and FMCC preferreds. In search of the elusive 10 bagger.
« Reply #9528 on: March 13, 2018, 06:34:36 AM »
Larry Kudlow - https://www.dropbox.com/s/soupvnqqu349wz3/20150718__Kudlow%20Show%20Fannie%20Mae.m4a?dl=0

Interesting.  Is nobody worried that only pre-NWS are compensated?
Looks like a 2015 show as LK speaks of government compensating us in 2016. However, he kept the same point of view of unjustice to shareholders up until recently.

The main risk we face, kudlow or not kudlow, is that anyone becoming part of the administration will have access to new information we may not have. This new information could make them change their stance or may force them to. So what they may have thought before doesn't really matter.

rros

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Re: FNMA and FMCC preferreds. In search of the elusive 10 bagger.
« Reply #9529 on: March 13, 2018, 08:06:53 AM »
Interesting article by Alex Pollock regarding the real estate market. Not directly related to us. Just that he is pessimistic about this market.
http://thehill.com/opinion/finance/378004-home-prices-are-soaring-as-federal-reserve-hope-to-avoid-market-crash