Aug. 14 at 1:28 PM
$FNMA $FMCC Oksenholt Capital makes moves.
Oksenholt Capital making moves...
Sold
$FNMA, bought hundreds of thousands of
$FMCC shares. Perhaps after seeing Jon's analysis, @michaeljburry decided to double down... but in a bold move of confidence, @JonOksenholt bolstered his Freddie Mac position to ensure a leg up on Burry.
This is a calculated, measured, and conviction- based trade that - if @POTUS follows through with his promises made, and @SecScottBessent can figure out how to monetize - will be a generational move.
...........
Jon Oksenholt:
This week I bought several hundred thousand
$FMCC shares.
@FreddieMac shareholders will soon learn why I’m their 3rd best friend (after @realDonaldTrump & @pulte )
While everyone else has been asleep at the wheel, I haven’t..
Ps - some of the reasons for my decision include:
1. I’m happy with the tremendous progress that has been made
2. I couldn’t stand the thought of @michaeljburry possibly owning more
$FMCC than me