Bill Ackman's 'Best Idea' For 2026: Freedom For Fannie and Freddie

Benzinga_recent_news01-01

Billionaire investor Bill Ackman reiterated his long-standing bet on Fannie Mae (OTCQB:FNMA) and Freddie Mac (OTCQB:FMCC), naming the release of the mortgage giants as his “Best Idea for 2026.” In a ...

Source Link

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Comments

We need your insight to fill this gap

Leave a comment

{"i18n":{"language":"en_US"},"isChannel":false,"data":{"share":"https://ttm.financial/m/news/2600470965?lang=en_US&edition=fundamental","thumbnail":"https://cdn.benzinga.com/files/images/story/2025/12/31/bill-ackman-midjourney-dall-e.jpeg?optimize=medium&dpr=2&auto=webp&width=240","is_english":true,"pubTime":"2026-01-01 04:17","share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","id":"2600470965","market":"sh","top_or_hot":-1,"title":"Bill Ackman's 'Best Idea' For 2026: Freedom For Fannie and Freddie","media":"Benzinga_recent_news","content":"<div>\n<p>Billionaire investor Bill Ackman reiterated his long-standing bet on Fannie Mae (OTCQB:FNMA) and Freddie Mac (OTCQB:FMCC), naming the release of the mortgage giants as his “Best Idea for 2026.” \nIn a ...</p>\n\n<a href=\"https://www.benzinga.com/trading-ideas/movers/25/12/49655506/bill-ackmans-best-idea-for-2026-freedom-for-fannie-and-freddie\">Source Link</a>\n\n</div>\n","source":"benzinga_recent_news","html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Bill Ackman's 'Best Idea' For 2026: Freedom For Fannie and Freddie</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nBill Ackman's 'Best Idea' For 2026: Freedom For Fannie and Freddie\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-01-01 04:17 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.benzinga.com/trading-ideas/movers/25/12/49655506/bill-ackmans-best-idea-for-2026-freedom-for-fannie-and-freddie><strong>Benzinga_recent_news</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Billionaire investor Bill Ackman reiterated his long-standing bet on Fannie Mae (OTCQB:FNMA) and Freddie Mac (OTCQB:FMCC), naming the release of the mortgage giants as his “Best Idea for 2026.” \nIn a ...</p>\n\n<a href=\"https://www.benzinga.com/trading-ideas/movers/25/12/49655506/bill-ackmans-best-idea-for-2026-freedom-for-fannie-and-freddie\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"BK4195","symbol_name":"互助储蓄与抵押信贷金融服务","start_time":0,"source_url":"https://www.benzinga.com/trading-ideas/movers/25/12/49655506/bill-ackmans-best-idea-for-2026-freedom-for-fannie-and-freddie","article_id":"2600470965","we_media_id":null,"thumbnails":["https://cdn.benzinga.com/files/images/story/2025/12/31/bill-ackman-midjourney-dall-e.jpeg?optimize=medium&dpr=2&auto=webp&width=240"],"rights":{"source":"benzinga_recent_news","url":"https://www.benzinga.com/trading-ideas/movers/25/12/49655506/bill-ackmans-best-idea-for-2026-freedom-for-fannie-and-freddie","rn_cache_url":null,"directOrigin":true},"url":"https://stock-news.laohu8.com/highlight/detail?id=2600470965","pubTimestamp":1767212220,"columns":[],"sourceInfo":{"source_id":"benzinga_recent_news","name":"Benzinga"},"weMediaInfo":null,"summary":"Bill Ackman reiterated his long-standing bet on Fannie Mae and Freddie Mac, naming the mortgage giants as his \"Best Idea for 2026.\"","collect":0,"end_time":0,"defaultTopTitle":"benzinga.com","property":[],"viewcount":null,"language":"en","relate_stocks":{"BK4195":"互助储蓄与抵押信贷金融服务","BK4229":"商业和住宅抵押贷款融资","FMCC":"房地美","FNMA":"房利美"},"translate_title":"比尔·阿克曼2026年“最佳创意”：房利美和房地美的自由","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"FNMA":1,"FMCC":1},"content_text":"Billionaire investor Bill Ackman reiterated his long-standing bet on Fannie Mae (OTCQB:FNMA) and Freddie Mac (OTCQB:FMCC), naming the release of the mortgage giants as his “Best Idea for 2026.” \nIn a post on X Tuesday, Ackman highlighted his detailed post from exactly one year ago in which he outlined a path to end the 18-year federal conservatorship that has governed the government-sponsored enterprises (GSEs) since the 2008 financial crisis.\nRead Next— Palantir: From Meme Stock To Market Leader In 2025 \nAckman's proposal centers on a pragmatic, three-step “walk before you run” strategy designed to stabilize the housing market while delivering a massive windfall to the U.S. Treasury.\nAckman believes 2026 is the pivotal year for this “asymmetric” trade. \nBy relisting the entities, the Trump administration gains a three-year runway to finalize capital requirements and management structures. \nAckman projects that if Fannie and Freddie trade at 16x and 13x their estimated 2026 earnings, respectively, the shares could see an upside of 300% to 400%.\n\"The Big Short\" investor Michael Burry shared a similar thesis in early December in which he suggested the government is preparing to re-privatize the giants via a massive IPO, potentially valuing them at $500 billion by 2026.\nBurry also described the Trump administration as eager to \"get Big Homebuilders going\" and stimulate the housing market. \nAckman sees this as more than just a trade; it is a way to remove roughly $8 trillion in liabilities from the government’s balance sheet while ensuring the 30-year fixed-rate mortgage remains the bedrock of American homeownership.\nBy granting Fannie and Freddie their freedom from federal conservatorship, Ackman argues the government can finally turn a crisis-era burden into one of the greatest taxpayer success stories in financial history.\nRead Next: \nThis image was generated using artificial intelligence via Dall-E and Midjourney.","kind":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"1","news_tag":"","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":true,"tenantId":"TBGLOBAL","deviceId":"web-server-community-laohu8-v3","version":"4.36.0","shortVersion":"4.36.0","platform":"web","vendor":"web","appName":"ttm","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2600470965","isCrawlerRequest":true}