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I'm now long SPY at $221.35 avg. Might add a lilttle more if it drops. Stop at $218 or a close bellow $220. Thats the sign the market has rejected the all-time highs, I think. So, risking $2 bucks, trying to make, maybe $8 or $10

If it turns out that Ackman is right about FNMA and it goes to $10+, that should lead to a flow into the PSH stock and the discount to NAV will narrow. Thats why its so attractive to buy it at 15-20% discounts, its almost sure that he will run hot again in the future. At the point the discount...

As I mentioned in the link that m22au posted, there is a huge incentive for Trump to settle, exercise warrants and sell stock to the public. The AIG plan. He needs to fund all that fiscal spending and tax cuts, raising cash from the FNMA FMCC stakes is a good way to do that. The net worth sweep...

I'm bullish and long both. Mostly likely scenario is that they settle suits with shareholders. Perhaps offering a 10% piece of the profits instead of the 0% they get now with the net worth sweep. Its still less than the 20% they were legally entitled to, but at least everyone gets to move on. In...

Here are some of the upside case for the stock Goverment stands to make HUGE money by privatizing. Will help fund Trump's bonanza. Much better than to keep collecting $10-$20b per year from networth sweep, that wont help much with the deficit or for persuading Paul Ryan to do the fiscal fest...

Keep in mind that the stock used to trade at $60-$70, and they are much bigger players in the mortgage market now. Even with gov exercising and selling their shares, 20% of this company is worth a lot

"Trump’s 2 big picks for his economic team both say Janet Yellen has done a ‘good job'" - business insider

This market has solidly held its all-time high levels. The market is speaking and I'm looking to join the trend

I bought some SPY today, and I'm looking to buy more on dips. Its based on the idea of 2300+ SPX. Stop around 2180-2160 on the SPX

I believe that by and large there are going to be 2 kinds of people dealing with the Trump corporate bonanza fest. The ones that will complain and cry about the 1%, about how it is all unfair as they watch wealth being created all around them and the ones who will profit from this and will join...

Obama pulled shit like haircutting GM secured bondholders, and the GSE networth sweep. Now guys with a different take on what the rule of law is, are going to take over the executive branch

But of course, market will only buy the shares if networth sweep is annulled

If the government pulls the AIG playbook, then they will sell their shares to the market overtime. They will raise hundreds of billions of dollars. That's pretty much the money that they need to fund the infrastructure spending without blowing out the deficit. So they got the ideology that help...

FNMA FMCC is an important stock to watch for swing/position trades. If the bulls are right, the amount of wealth creation for longs there will be gigantic. I got my long-term positions but I'm planning to take certain bets for periods of time where the stock is likely to reprice higher. Right...

The valuation of FNMA FMCC if shareholders are allow to own 20% of the company are around $20 bucks a share each. Of course, this might get settled for less than 20%. But still, it will be a good win for longs

If the best case scenario plays out, he might make more there than what he lost on VRX. But dont let the bashers know that, it will ruin their day

FNMA and FMCC starting to look like another hit for Ackman. I'm long both through PSH and with an external stake. Stock liked UST sec appointment, gapping now. Pro business adm and Goldman guy likely means good outcomes to shareholders

From Valuewalk Stanley Druckenmiller: Was short the mkt on a Clinton win And was going to short more if rallied on her win based on the quagmire of no options left after 8 year experiment of low rates. But went long on Trump win on lower taxes and deregulation Sold gold when gold up 35$ on...

Druckenmiller says he is short US bonds, bunds, the EUR and JPY against the USD. These are interesting trades to consider

Essentially Trump will take over as the squeezer in-chief job from the Fed. The Fed made every short/skeptic job miserable for years, and they all pretended not to be doing it, yet the market saw through it. Trump now can do it shameslessly, people will have a lot easier time seeing it (and...