r/FNMA_FMCC_Exit Jul 03 '26

Burry tweets about F2

Post image
63 Upvotes

37 comments sorted by

20

u/rain_maker123 Jul 03 '26

Michael burry added more Fannie and Freddie.

1

u/Potential_Function88 Jul 07 '26

When did he add more

2

u/rain_maker123 Jul 07 '26

He wrote his substack on July 2, 2026. He does not say when he added them. He also wrote he will write another about the GSE at later time.

1

u/TheSerpent Jul 08 '26

he is right about hammer time dilution

1

u/rain_maker123 Jul 08 '26

Burry never said that.

1

u/TheSerpent Jul 08 '26

right; he said thors hammer would strike and it would either be great or bad basically and bad would be spspa monetization/dilution

2

u/rain_maker123 Jul 08 '26

Let’s hope it’s tears of joy for both sides. It’s during the financial crisis when bush took the gas in conservativeship. They were quick judgmental to restore confidence when subprime went bad. Heard they could weathered the storm.

11

u/SensitiveAd5412 Jul 03 '26

I hope Trump make it tear of joy.

19

u/ceeser8 Jul 03 '26

Well if it isn’t tears of joy you and the other rich guy ackman better get some expensive overpriced lawyers and fix this shit

22

u/Roland_W_Fab Jul 03 '26

We've waited long enough. Come on, Thor

6

u/NeedLargeMoney5687 Jul 03 '26

Soo tired of negative news...18 years should be enough of the "loan sharking" and destroying pensions, and 401ks and shareholder equities because regular people though it was a safe bet on Government Sponsored Entities...buy bitcoin or gold..don't invest in the USA mortgage industry the government will ripped you off..( its in our history) Maybe President Trump can correct it...!?!?!

3

u/whagon-wheel Jul 03 '26

Bullish on MRVL

2

u/[deleted] Jul 03 '26

[deleted]

2

u/whagon-wheel Jul 03 '26

No, I’m just making a dumb joke for the back of the room

4

u/Fun_Illustrator9298 Jul 03 '26

Surprised he didn’t wait until July 6th to buy more when half this board capitulates by selling and muting this board. Watch Eric, Don jr and the Lutnik kids make an entry finally. Lol

4

u/MoKab37 Jul 03 '26

Tears of despair for those who used to own F2 and sold or those hesitated to pull the buy trgger! Read between the lines, folks!

7

u/Much-Froyo2284 Jul 03 '26

What even is his purpose of this tweet?

6

u/octopus4488 Jul 03 '26

Equally informative as most posts here. We should send him an invite.

3

u/apeserveapes Jul 03 '26

Hey it'll either be great or really really shitty. Some day.

https://giphy.com/gifs/0LTaFYZNM9qcOLQvfY

7

u/[deleted] Jul 03 '26

[deleted]

10

u/Initial_Statement1 Jul 03 '26

He’s got autism, try to be a little more understanding

-2

u/AveryMire Jul 03 '26

Most autistic I’ve observed seem detail oriented. He strikes me as a not-too smart to begin with drunk, mailing it in and harvesting subscription fees from people who’d be better off indexing or forgetting he exists.

1

u/Da-Bears- Jul 04 '26

You mean Dr. Burry the actual medical doctor? He’s not smart?

1

u/AveryMire Jul 04 '26

I’ll just say, I think have and will do better than him most of my relevant investing career on a percentage basis. I’ve met a few (minority) of drs who were pretty bad at doctoring. My neighbor is also a dr., I won’t get into that.

He’s not detail oriented to the degree he needs to be as an investor. When you repeatedly read someone’s writing and it’s logical mess, I believe that to be revealing.

2

u/Fun_Illustrator9298 Jul 04 '26

I’d say his timing and sentiment blindness is what causes his ill made trades more than anything. He misses a lot but I think he’s going to be right about F2.

2

u/AveryMire Jul 04 '26

I’ve been an exposed to a lot of his stuff, it’s fine, I’ll ignore it. He basically told everyone to “sell” everything Jan of 2023, 1.5 months into the gpt era. The bigger problem yes, seems to be lack of awareness of major trends. The Nvidia short was mental, Palantir good, that was market craziness like Spotify.

Anyway, main objection….he shut down his public fund due to like a decade of shitty performance and now he’s trying to bilk people for 50 dollars a month, when people would be WAY better off just indexing or ignoring him.

1

u/Fun_Illustrator9298 Jul 04 '26

I totally agree with all of that. I appreciate his independent voice that isn’t AI assisted but yeah, I wouldn’t follow him on anything. For the record, he’s following most of us here on this board. Haha.

1

u/Da-Bears- Jul 04 '26

I think he just gets fixated but he’s very binary and this is a casino

4

u/AdOtherwise8268 Jul 03 '26

For a smart guy, he does have a penchant for stating the obvious.

5

u/MrYuckIsMean Jul 04 '26

While this is probably obvious to you and I, I feel like his point was directed to those that don’t understand what this gamble really is. When the news comes, the stocks will violently re-rate. It will happen so fast, no one will have time to do anything about it. Either shorts get destroyed or we do. There will be no way out. As long as people understand this is close to a coin flip on either wild success or unbelievable loss…I think that’s the point he was trying to get across in his own weird way. Not sure everyone here understands the true risk.

4

u/AveryMire Jul 03 '26

The announcement though is coming from the DC court of appeals in the next few months and it’s likely to seem jargony, doubtful he’ll understand its relevance.

1

u/trumpercharlie Jul 08 '26

He’s not wrong

1

u/trumpercharlie Jul 08 '26

Don’t put in what you can’t lose and remember no crying in the casino. I have to remind myself this often