300+
SA Articles Published
2,700+
Blog Posts Written
12+
Years GSE Research
2,068
Documented Trades
What You'll Get
This isn't a generic market recap. Every email comes from someone with his entire net worth on the line.
GSE Thesis Updates & Catalyst Tracking
Fannie Mae & Freddie Mac are Glen's life's work. Court filings, legislative moves, FHFA signals, Treasury actions -- every catalyst tracked in real time with context most analysts miss.
Trade Transparency
When Glen buys or sells, you'll know. No after-the-fact storytelling. No "I called it" without receipts. Real-time position updates with actual share counts and reasoning.
Self-Deprecating Market Commentary
Glen's options record is 1W-8L. He publishes that. His worst trades have their own page. You won't find polished guru content here -- just honest analysis from someone with skin in the game.
New Calculators, Tools & Analysis
Glen builds investing tools obsessively. Stock return calculators, net worth comparisons, FIRE planners, fee analyzers -- you'll be the first to know when new ones drop.
Why Subscribe?
Receipts, Not Promises
Most newsletter writers sell you a highlight reel. Glen publishes everything — the wins that built conviction and the losses that built humility.
Called GOOG & AAPL near the 2008 bottom
Published on SeekingAlpha recommending Google and Apple when the market was in freefall. Both went on to become the most valuable companies on earth.
Called the market bottom in January 2009
Published "Buy American. I Am." analysis months before the S&P 500 hit its generational low. Documented with SeekingAlpha timestamps.
300+ published articles -- not anonymous
Every thesis under his real name on SeekingAlpha. No anonymous Reddit accounts. No deleting articles that aged poorly. It's all still up.
Publishes losses too: 1W-8L options, worst trades page
Most newsletter writers hide their losers. Glen built an entire page for his worst trades with pain meters. His options record is 1 win, 8 losses. He leads with this.
What to Expect
Here's what a typical investing update looks like. No fluff. No filler. Just signal.
Glen's Musings: Investing Edition
Glen Bradford
glen@glenbradford.com
Subject: FHFA Signal + Why I Added to FNMAS This Week
Hey --
Two things happened this week that matter if you hold GSE preferred:
1. FHFA Director testimony -- Used the phrase “recapitalization pathway” for the first time in a congressional hearing. This is new language. It matters.
2. Treasury quiet period ending -- The 90-day review window from the Executive Order closes next week. Whatever comes next, the market hasn't priced it in.
What I did: Added 2,000 shares of FNMAS at $4.82 on Tuesday. Total position now 47,200 across all series. Full breakdown on my positions page.
What could go wrong: Everything. This is a binary bet. If Treasury decides to wipe junior preferred in a recap, I lose my entire net worth. I am not being dramatic. I write about this because you deserve to know the risk I'm taking.
Full analysis + links in the blog post I published this morning.
-- Glen
@DoNotLose on X
Don't miss the next catalyst
Get Updates Before the Market Reacts
GSE catalysts move fast. Court filings drop. Executive orders land. When something material happens, subscribers hear about it first.
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Not Financial Advice
This newsletter is for educational and entertainment purposes only. Glen Bradford is not a registered investment advisor, broker-dealer, or financial planner. Nothing in this newsletter constitutes a recommendation to buy, sell, or hold any security. Glen has significant concentrated positions in the securities he discusses (especially Fannie Mae and Freddie Mac preferred stock) and his commentary is inherently biased by those positions. Past performance is not indicative of future results. All investments carry risk, including total loss of principal. Always do your own research and consult a qualified financial advisor before making investment decisions.
Frequently Asked Questions
Q: What makes this different from the general newsletter?
The general newsletter covers everything Glen writes about — AI, building in public, Claude Code, gear reviews. This investing edition is focused exclusively on markets: GSE thesis updates, trade transparency, position changes, and investing analysis. If you only care about the money stuff, this is the one.
Q: How concentrated is Glen's portfolio?
Extremely. Glen's entire net worth is in Fannie Mae and Freddie Mac junior preferred stock across all 26 series. He does not diversify. This is a concentrated, high-conviction bet on GSE recapitalization. He is fully transparent about this and the risks involved.
Q: Does Glen sell courses or paid stock picks?
No. The newsletter is free. Glen does not sell stock picks, courses, or trading signals. He writes about what he owns, why he owns it, and what he's watching. For deeper analysis and Q&A access, there is a $20/month Investor Community, but the newsletter itself is completely free.
Recommended Resources
Tools & books I actually use and recommend
SeekingAlpha Premium
Quant ratings, earnings transcripts, and the stock analysis community where I published 300+ articles.
Try SeekingAlphaA Random Walk Down Wall Street
Burton Malkiel's classic case for index investing. The book that convinced millions to stop stock-picking.
View on AmazonThe Little Book of Common Sense Investing
John Bogle's manifesto on why low-cost index funds beat everything else. Straight from the founder of Vanguard.
View on AmazonSome links above are affiliate links. I only recommend products I personally use. See my full disclosures.
Keep Exploring
From Seeking Alpha to Independence
The story of 300+ published articles and why Glen left SA to write on his own terms.
Read moreDeep DiveFanniegate: The Full Story
The $7 trillion cover-up — timeline, evidence, court filings, and the endgame.
Read moreTrading Analysis — 2,068 Trades
4 years of Schwab data parsed. Every ticker, every price, every pattern exposed.
Read moreCurrent Positions
What Glen actually owns — every ticker, every share class, every share count.
Read moreTrack Record — 20 Years
Every major call since 2005 — wins, losses, ongoing bets. All documented.
Read moreMy Worst Trades
Options record: 1W-8L. Pain meters included. This is the page other writers would delete.
Read more