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Posted by
Two Blokes May 26 -
Filed in
Stock
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2 views
I recommend junior preferred shares of Fannie Mae and Freddie Mac, as they offer significant upside and anti-dilution protection in any likely restructuring scenario. Common shares appear overvalued, already pricing in a successful recap and release, with little realistic upside based on my valuation models and government analysis. Trump's administration, with aligned FHFA and Treasury leadership, is poised to decide on recap and release within 90 days, making privatization likely this term.
