DARK SECRETS: Gses | Vintage Vibes

There Is No Housing Shortage: What Legendary Investor Michael Burry Really Thinks Is Wrong with the U.S. Housing Market

Michael Burry rejects the housing-shortage narrative, arguing policy‑driven immobility and wealth‑driven demand are the real culprits. He’s bullish on Fannie and Freddie but not on the broader market.

Barchart · Mar 31

Bill Ackman told spooked investors to get over the Iran war and buy Fannie and Freddie. Stocks surged 40% the next day

The Pershing Square Capital Management CEO is the largest shareholder in each company and stands to benefit the most from the stock surge.

Fortune · Mar 30

Trump's housing market plan contains a fatal flaw and multiple obstacles, Morgan Stanley says

"Affordability in U.S. housing is a tricky issue that lacks a silver bullet," the bank said. Trump's actions are only "modestly helpful" for affordability.

Fortune · Jan 25

Mortgage Bankers Association Voices Concerns With Trump's Plans For Fannie Mae, Freddie Mac Merger

The Mortgage Bankers Association (MBA) has voiced its concerns regarding the potential merger of Federal National Mortgage Association (OTC:FNMA) or Fannie Mae, and Federal Home Loan Mortgage Corp. (OTC:FMCC) or Freddie Mac. This comes as the Trump Administration considers substantial changes to the conservatorship of these government-sponsored enterprises (GSEs), which…

Benzinga · Sep 14, 2025

Lutnick Hints At Fannie Mae, Freddie Mac IPO In 2025 To Show The 'Mark To Market' Worth To American Taxpayers—'Largest IPO In History'

Commerce Secretary Howard Lutnick suggested that the U.S. government is considering a public offering for Fannie Mae (OTC:FNMA) and Freddie Mac (OTC:FMCC) “sooner” than people think.

Benzinga · Sep 12, 2025

Bill Ackman Supports Capital Reform That Could Bring Fannie And Freddie Back To NYSE

Hedge-fund billionaire Bill Ackman has voiced his support for a proposal to restructure the capital requirements of government-sponsored enterprises (GSEs), Federal National Mortgage Association (OTC:FNMA), Fannie Mae, and Federal Home Loan Mortgage Corporation (OTC:FMCC), Freddie Mac.

Benzinga · Jul 23, 2025

Bill Ackman is keen on Trump privatizing Fannie Mae and Freddie Mac. There's a right way and a wrong way to do it

Fannie Mae and Freddie Mac should compete and survive on the same terms as other regulated financial firms.

Fortune · May 30, 2025

As Trump Talks Privatization, Is Freddie Mac Stock a Buy, Sell, or Hold?

Shares of Freddie Mac and Fannie Mae have gained momentum in recent trading sessions, following Trump’s comments around taking these GSEs private.

Barchart · May 28, 2025

Bill Ackman’s Bold Case for Fannie Mae and Freddie Mac

Bill Ackman predicts massive gains for Fannie Mae (OTC: FNMA) and Freddie Mac (OTC: FMCC) if they exit conservatorship under a second Trump term.

MarketBeat · Jan 7, 2025

Mark Calabria on Mortgages, Interest Rates, and Debt

Fannie Mae and Freddie Mac distort the housing market, explains Mike Pence's former chief economist.

Reason · Dec 24, 2024