Latest Comments on Patrick Harden's Articles

1. On Going Concern on Agency-Backed Mortgage REITs at a Crossroads: the cost of borrowing will increase for the funds and the... more »
2. User 229919 on Resource Capital's Dividend Dilemma: i see this differently.if you listen to their webcasts they make... more »
3. Patrick Harden on Consolidation to Crank Up CPRs?: To verify my claim, I would suggest looking at any of the major... more »
4. SLW on Consolidation to Crank Up CPRs?: Are you sure most GSE debt is sold to AGNC, NLY, etc. at a... more »
5. George Spritzer on Resource Capital's Dividend Dilemma: RSO can be used as a short term trading vehicle, but over the long... more »
6. drbob66 on Agency-Backed Mortgage REITs at a Crossroads: They won't. They will be kept low "for an extended period of... more »
7. Patrick Harden on Recourse Debt Roils CRE-Backed Mortgage REITs: FYI, Anthracite Capital was delisted from the NYSE as of this... more »
8. stocknerd on Agency-Backed Mortgage REITs at a Crossroads: Yea, but what happens when interest rates climb in 2010? more »
9. Taymere on Agency-Backed Mortgage REITs at a Crossroads: Actually I think MFA's strategy (3), like IVR's, is more... more »
10. jimmy46 on Thornburg Is a Great Buy on This Dip: AND a year latter we can see Mr Mortgage made the insightful call. more »
11. beaux on Agency-Backed Mortgage REITs at a Crossroads: Given that NLY is a buyer of fixed rate MBS their risk stems net... more »
12. 6343escortsr on Agency-Backed Mortgage REITs at a Crossroads: MFA has done nothing but go down; however it still pays a good... more »
13. maryanne on Agency-Backed Mortgage REITs at a Crossroads: thanks for insight into all of them as I own all of them. spreads... more »
14. Alan Young on Agency-Backed Mortgage REITs at a Crossroads: Thank you for trying to clarify a very lucrative but mysterious... more »
15. Crocodilian on Agency-Backed Mortgage REITs at a Crossroads: Thank you for the post. I'd be curious to hear more. I've listened... more »