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Fanniegate Watch
Weekly analysis on the largest fraud in American capital markets history — from the guy who put his entire net worth on the line to prove it.
50-100k views/week on Twitter. 300+ SeekingAlpha articles. 9 books. Now distilled into one weekly email.
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What You Get Every Week
One email. No filler. Just the signal.
Weekly GSE Recap
Court filings, Treasury moves, share price action, Congressional signals. Everything that happened, explained in plain English by someone with skin in the game.
Market Analysis
I called the bottom in 2009. I warned about Chinese fraud in 2011. I don't always get it right, but when I do, I get it really right. And I show my work.
Position Updates
What I'm holding, what I'm watching, and why. I don't respect people that recommend things they don't own. My entire net worth is in this trade.
Historical Context
I wrote 8 books covering this case year by year. Each newsletter draws from a decade of primary source research that nobody else has compiled.
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Fanniegate Watch
- Weekly GSE recap and analysis
- Key court filing summaries
- Market commentary and signals
- Position disclosure updates
- Access to the full blog archive
This is where most people should start.
Deep Analysis
- Everything in Free, plus:
- Deep-dive valuation models and scenarios
- Real-time trade alerts and rationale
- Private Q&A threads
- Access to my spreadsheet models
- Priority response to your questions
For investors who want the full picture. Pricing TBA.
Why Listen to Me?
I don't have a hedge fund. I don't have a compliance department telling me what I can and can't say. I have a position, a keyboard, and a decade of receipts.
9
Books Written
300+
SeekingAlpha Articles
~$4M
Personal Position
50-100k
Weekly Twitter Views
Join 5,000+ Investors Following the Largest Fraud in American Capital Markets History
The endgame is approaching. Treasury Secretary Bessent is talking recapitalization. Don't find out what happened after it happens.