The McNamara Brief
@McNamara_Brief
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Advisor for mid-market M&A and Private Credit. Active Investor. Curious Mind.
Joined October 2023
These states should be identifying bottlenecks in expanding electricity production and grid capacity expansion and target those instead. Pausing data centers is just dumb
Six US states now have bills to pause data center construction. New York just introduced a three-year moratorium. Florida's governor is publicly opposing them. Bernie Sanders wants a national freeze. The same AI infrastructure buildout that's driving $500B+ in annual capex is
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Reminds me of van Gogh's The Starry Night. Stunning image
NASA just dropped the closest image ever taken of Jupiter...
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Nice post here. I continue to be optimistic despite the decline in recent months. Had to remember that at one point I was down 70% on this holding.
~ Bill Ackman calls Fannie Mae $FNMA his “best idea for 2026.” ~ William J Pulte is hyping what could be the biggest IPO ever. ~ Trump’s directing $200B in MBS buys to slam mortgage rates lower. The so-called "experts" wrote this off as dead for 18 years. Now they're
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#Germany pleas take note
Electricity is proxy for industrial might. It is the foundation of the economy.
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I think I know why the ERCF hasn't been revised yet.
Congratulations to my predecessor and friend, Mark Calabria. Thanks for everything, Mark. You will do great in your new post, as always! ❤️
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Remembering when it his $15.99 per share. Position cut in half from that high. Didn't see that coming. Figured it would settle around $10-11. I was wrong.
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Still holding my shares. But this isn't easy to endure.
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Another open in the red for $FNMA and $FMCC. January has been a painful month. Most days down it seems. Big seller offloading?
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Genius
Are you overweight and completely unqualified? Starfleet is looking for cadets like you!
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Interesting post. Implies that @FannieMae and @FreddieMac will be staying within the confines of their existing PSPA limitations for some time. $FNMA $FMCC Could also imply the administration doesn't want to change too much that would delay significantly a potential release from
AP is pushing a fake news story that Fannie and Freddie are going to do more than the announced $200 billion incremental mortgage bond purchases. This is simply false. FHFA simply gave each entity legal flexibility to go beyond their previous caps, but the combined incremental
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Over 4% on an economy the size of the US is massive. The gap with the rest of the world is getting bigger.
BREAKING: US GDP grows by +4.4% in Q3 2025, above expectations and the highest growth rate in 2 years.
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Eventually Grok will summarize the summaries
Grok can watch and summarize videos for you
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Best post of the week for $FNMA and $FMCC shareholders
$FNMA this week was brutal no sugarcoating it. Watching the price slide stings especially after the hope we've carried for so long. But remember we're still in the same boat we've been in for years conservatorship drag, macro noise, and media headlines that love to spook. The
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CBC has always run cover for the Liberal Party off Canada. They are very anti-Conservative
‼️The CBC has been caught red-handed… AGAIN. Mark Carney explicitly committed Canada to helping establish a “new world order” with China, yet the CBC chose to cut that statement from the clip they aired. Canadians deserve honest, complete reporting. Why is the CBC misleading
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I wonder if @FHFA paid for this
@BillAckman Fannie Mae - keeper of the American Dream https://t.co/vfFDgCBdWY
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Beginning to wonder why it is @elonmusk gets stuff built so quickly while it seems almost every other large scale engineering and construction endeavor takes ages.
The Colossus 2 supercomputer for @Grok is now operational. First Gigawatt training cluster in the world. Upgrades to 1.5GW in April.
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So Canada PM Mark Carney thinks that allowing China EVs (advanced manufacturing products) into Canada in exchange for lower Chinese tariffs on canola seed (a raw material) will boost Canadian prosperity. Not even a sick joke.
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Good perspective. Food for thought.
UPDATE: I have been getting a lot of views recently on this (my most recent) post: https://t.co/JYvZslW8KE GSEs to Buy $200 Billion of MBS in Bid to Reduce Mortgage Interest Rates. This is Constructive for GSE Recap/Release The view being expressed in mainstream media is that
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The world needs more Elon Musks
Tesla built the most advanced lithium refinery in the world and it is very clean
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@FannieMae @FreddieMac @FHFA @pulte Last week alone, $FNMA and $FMCC are down 23% and 24% respectively as a result.
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