Read the screenplay: FANNIEGATE — $7 trillion. 17 years. The biggest fraud in American capital markets.

April 8, 2026

Walls.
Rooms.
A door my kids
can close.

Today my real estate agent watched me sign a 14-month lease on my phone, in ninety seconds, using software my company built. This is the page about why that matters more than any of the headlines about it.

May 1, my partner and I and our two kids are leaving the studio we’ve been living in and moving to a real house a few blocks away. Three bedrooms. Two bathrooms. A converted garage that’s about to become an office or a workshop or whatever the kids decide it’s going to be.

A studio is too small for four people. It has been too small for four people for a long time.

We have made it work because making it work is what you do when you’re playing the long game and the trade isn’t ready yet. But making it work is not the same as it being okay. The lease I signed today is the first time in a while that I get to look my family in the eye and say: this part is fixed now. We have rooms. We have space. The kids get walls.

That’s why I built what I built. That’s why I’m long what I’m long. That’s why I run on the beach with my arms in the air when nobody’s filming and sometimes when somebody is. Every line of code I’ve shipped, every Fannie preferred I’ve bought, every blog post I’ve written, every meeting I’ve taken and every meeting I’ve skipped — it’s all the same trade.

The trade is: get my family into a real home and keep them there.

Today was the day the contract on that trade got signed. The wire follows. The boxes follow. The next chapter follows. But the contract is done.

This is what “running your life like a business” actually looks like when the business is working. Not a yacht. Not a watch. Not a verified checkmark. Walls. Rooms. A door my kids can close.

1W-8L on options. 100% net worth in GSE preferred. One email Sundays. You in?

Who helped

Coleman Cameron and his family trust. The kind of agent who responds to texts, explains the math, and lets you sign a 14-month lease on your phone with him standing in your living room. He earned the #1 spot before I even signed.

The trade

Long Fannie Mae and Freddie Mac junior preferred shares since 2016. Building Delivery Hub at Cloud Nimbus LLC. Writing about Fanniegate. Same trade, different surfaces. The patience is paying off in one Tuesday at a time.

What’s next

Move May 1. Then a generalizable visit portal so anyone can host friends and family without 200 group texts. Then more code, more writing, more sprinting. Same as always. The 30-second tour of the rest of the site is here if you want it.

Read the full story

Cloud Nimbus, Delivery Hub, Fanniegate progress, the move, and what comes next. The complete writeup.

Talk minus action equals zero. Here’s the action.