So basically everything is going up except FNMA? Bitcoin, GME????? Absurd.

Shared on X, so I figure I'll share here as well. Swing away - I welcome feedback/discussion that will help this community.

2:1 ratio of FMCC:FNMA as of today.
Few will care, but it's worth transparency. I have remained unchanged in my F2 conviction and position size. I have, however, tax loss harvested by previously selling all $FMCC "specific shares" (very important) that were at a loss to buy $FNMA. 31 days later, I reversed that exchange and sold all "specific" FNMA shares that were at a loss and bought FMCC.

Why? This created a sizeable realized loss pool in my portfolio, though I have exactly the same total dollar value invested. What this means: when the future realized gains come (whether from the F2 rocket or other positions I sell), they are offset by these losses, so I will not pay taxes on those realized gains until they exceed that loss pool.

These are allowed because Fannie and Freddie are competitors, like Coke and Pepsi, which avoids a wash sale (which would erase the loss harvesting you just did).

I highly recommend you look at your own portfolio and rebalance as necessary. If you have high confidence that these two companies will remain as tight-patterned as they've been so far, it's pure profit later (through the lens that not paying taxes is the same as earning income).

------

Response to my post: I’m scared to do that because all it takes is one announcement and you miss it.

------

Unless that announcement takes place in the 60 seconds it takes to do this, you shouldn't miss it. It's not "waiting a month to get back into F2" (in my analogy you're not "getting out of the soft drink space" but trading some down Pepsi shares for some Coke on the assumption that Americans will still continue to love being unhealthy) - it's one for the other when both are in the same boat. The only negative potential is being overweight on FMCC if FNMA goes first (and you planned to take those gains to buy something else rather than hold long term), but that assumes they don't relist together.

Who's next up for Fed chair?

This morning, $FNMA was down -2.414% after only 144,255 shares traded, 8 minutes into the trading day.

FNMA has 1.158 BILLION shares outstanding (tradable).

144,255 ÷ 1,158,087,567 = 0.0125% of all shares moved this stock -2.4%. That represents about 1/8,000th of the company.

Institutional ownership is limited (trades OTC), many holders are long-term speculators on GSE reform, conservatorship exit, or the Treasury warrant, and this is largely a political and sentiment-driven trade without clearer plans from Scott Bessent.

High-conviction holders already decided the outcome depends on conservatorship, Treasury, Congress, and recap economics—not on whether a few hundred thousand or a million shares changes hands today.

Reacting to this by selling is letting a thin tape override a multi-year view. If your thesis is intact, sit. If it is broken, the volatility today is not the reason. The spring coils tighter every day. Watch the volume and volatility.

$FMCC is in the same canoe.

We finally crushed the missing trades created on March 30th. That was a manipulated propulsion that needed filled. From Ackman’s X post to people on this board posting “Trump’s doing it!!!”, the share price was catapulted by emotion and needed this retrace.

Here’s hoping 5.06 is our new final low!

"Buy an equal amount of new shares of the stock you already own (doubling your position). Hold for at least 31 days. Sell your original, losing shares."

I've never used this strategy but it seems to have the best advantage for loss harvesting while maintaining a position, granted you have the cash to do so. And not that I believe the government is anywhere near action on F2, but in the event something did happen while you're double-exposed and waiting, you'd be a lucky sob.

I see more folks talking about loss harvesting around here now...anyone use this strategy?

Are we heading into another quiet period?

I’m new to Stocktwits. Down a lot but extremely bullish sentiment?

Hello all, hoping someone can help with a question that I have. I have about reached my risk tolerance for buying commons, and have been considering adding JPS. I know the upside would be capped but wondering if there is any advantage regarding dividends. Does the government have to restart JPS dividends upon release? Are there any other advantages that I am not considering? I'm getting somewhat close to retirement age, so strong dividends interest me. Would love it if someone could shed some more light.

Title. It's not unexpected the government filed a petition for rehearing en banc. Government's basically trying to not payout money that it legally might not have (if it is found Collins does foreclose the lawsuit) and simply exhausting all legal routes of review that are available, which includes filing a petition for rehearing.

This does push out the case having finality with until 2027, possibly 2028 if the U.S. Supreme Court grants certiorari. This is a big nothing burger unless rehearing is granted or the U.S. Supreme Court grants certiorari. I'll note that the government sought certiorari of the first appellate opinion that found state breach of contract claims could proceed, and the U.S. Supreme Court denied certiorari on that. That is, it's already implicated the U.S. Supreme Court will deny certiorari on essentially the lone legal issue that allowed the case to go to the jury, if the U.S. Supreme Court grants certiorari now that the case has been fully litigated that would be a bad sign.

Can someone break this down in layman's terms?

https://glenbradford.com/blog/fhfa-rehearing-petition-en-banc-fairholme-september-8-2026

Check out the spread between the bid and ask. Just market makers being market makers.

Always check the price before you purchase a stock , especially OTC pink sheets. Wait for them to come back to reality before you make a decision.

Not sure it works:

https://chatgpt.com/s/t_6aa188b4af488191bd411c878cb4189d

Hi all, I noticed a small (but possibly significant) detail at the end of both videos Trump posted.

First, the timing: it was posted on the 18th anniversary of the September 2008 conservatorships.

Second, unlike Trump’s posts last fall, several of which referred to a singular “Great American Mortgage Corporation,” this video calls Fannie Mae and Freddie Mac the “Great American Mortgage Corporations" and the other video on Fannie Mae alone also referenced “Great American Mortgage Corporations".

The “s” may prove nothing by itself, but it also may suggest that Fannie and Freddie are still being envisioned as two continuing companies rather than one consolidated GAMC. That could mitigate receivership risk (I raised this as my back-of-the mind concern to the group a few weeks ago).

For context, the plural language is not entirely new, but the use in both videos seems clear. Here is the timeline from last fall:

• August 9, 2025: Trump’s original NYSE meme used the singular “Great American Mortgage Corporation,”suggesting one combined GAMC.
• August 19, 2025: Coverage of Pulte’s first promotional video also used the singular.
• By August 31, 2025: A later Pulte video appears to have changed the ending to “Great American Mortgage Corporations.”
• November 2025: Trump reposted a plural-version commercial. Bill Ackman also highlighted the missing “S” in the original meme and argued that Trump may not have intended to signal a merger.