-
Posted by
Two Blokes May 22, 2025 -
Filed in
Stock
-
7 views
Fannie Mae and Freddie Mac have surged on Trump privatization hopes, but common shares may now be overvalued, especially Fannie Mae. The government's senior preferred shares have a liquidity preference, limiting upside for common shareholders if GSEs are recapitalized. Fannie Mae is downgraded to Sell due to stretched valuation; Freddie Mac remains a Hold given more reasonable pricing.
