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A couple of interesting data points from the Two Harbors (TWO -1.6%) earnings presentation...

A couple of interesting data points from the Two Harbors (TWO -1.6%) earnings presentation appendix: The reported (earnings) 50 bp slide in net interest margin in Q3 is an average. At 2.7% on Sept, 30, NIM is 90 bps lower than that at the end of Q2. As for investments, the company now has 7% of assets in single family housing, 36% non-agency MBS, 57% agency MBS.
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