Seeking Alpha
  • REIT Analyst
    $AGNC: I wish someone could explain to me factually how it is 10-yrs at 2.70 can affect an agency mREIT hedging with swaps and swaptions....
    7/5/13
    Reply (9)
    • Zeus2012: Are you adding to your position? Been looking at this (by the way MS reports agrees with your valuation).
      7/5/13
    • Zeus2012: Figure I may be able to pick it up below $20 this afternoon.
      7/5/13
    • REIT Analyst: Yeah adding when I see MBSs are down less, but the stock is down more
      7/5/13
    • Cash King: I added to my position this morning.
      7/5/13
    • JohnMartinez: REIT Analyst, how do you track how far down MBSs are right now?
      7/5/13
    • REIT Analyst: You can look at mortgage news daily for example
      7/5/13
    • Zeus2012: I would not rush in - there's more blood to be spilled.
      7/5/13
    • Ray Merola: Very difficult to handicap until earnings come out. Can the retail investor create this much movement? Bought more NLY today.
      7/5/13
    • Be Here Now: With short rates pegged at zero, and long rates rising, these will earn more on the spread. Am I wrong?
      7/6/13