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  • American Capital Agency: Disaster  [View article]
    I don't own much anymore but it is my best performer today. I was prepared for a big downturn yesterday. What gives? Anyone?
    Feb 2, 2016. 01:36 PM | Likes Like |Link to Comment
  • American Capital Agency misses by $0.03  [View news story]
    What about the spreads?
    Feb 2, 2016. 11:04 AM | Likes Like |Link to Comment
  • Michael Bloomberg is seriously considering running for president  [View news story]
    One needs 270 electoral votes to win. He cannot get 270 votes even if he gets a plurality. Therefore, the House of Representatives will decide. They will elect a Republican. Bloomberg needs to review the electoral college rules. I know he doesn't want Trump. And I thought he was a very smart man.
    Jan 23, 2016. 11:41 PM | 4 Likes Like |Link to Comment
  • Is the mortgage REIT business going out of business?  [View news story]
    Normally, I would say yes, but how long have we been bargain hunting. I thought we already had the bargains.
    Jan 20, 2016. 10:54 AM | 38 Likes Like |Link to Comment
  • The Real Reason Behind This Selloff  [View article]
    I was bearish five years ago and every year after that until I just gave up being anything because it became clear to me I cannot predict the market. Anyway, as you imply, if you remain either bear or bull long enough, you will be proven right.
    Jan 20, 2016. 10:51 AM | 10 Likes Like |Link to Comment
  • Sprint -9.9% as it plans 'radical' network overhaul; tower firms dip  [View news story]
    Great country music song material.
    Jan 16, 2016. 07:27 PM | 2 Likes Like |Link to Comment
  • Solar stocks rally after climate deal struck, oil gains, Trina gets buyout offer (updated)  [View news story]
    Now is not the time to eliminate the solar tax credits. They have been very successful in encouraging adoption of solar PV, including incredible decreases in the cost of solar PV over the last ten years. If this were combined with taxes on carbon , it would be even better.
    Dec 14, 2015. 06:02 PM | 5 Likes Like |Link to Comment
  • Will First Solar Keep Shining Next Year?  [View article]
    I am concerned about the probable demise of the solar subsidy. Is this not a problem for First Solar?
    Dec 10, 2015. 10:51 AM | Likes Like |Link to Comment
  • Yellen reiterates outlook, looks forward to rate hikes  [View news story]
    I think the rate hike will be a positive event as the market will realize finally that it is not a big deal.
    Dec 3, 2015. 08:44 PM | Likes Like |Link to Comment
  • Yellen reiterates outlook, looks forward to rate hikes  [View news story]
    Maybe they have a life.
    Dec 3, 2015. 08:42 PM | 1 Like Like |Link to Comment
  • Why Can't American Capital Agency Corp Deliver 20% Returns Anymore?  [View article]
    Thank you for this very clear analysis. How could the yield curve get steeper?
    Nov 11, 2015. 08:22 PM | Likes Like |Link to Comment
  • ARMOUR Residential REIT: Best-Of-Breed?  [View article]
    I sold several months ago based on recommendations on this site. That turned out to be a good move. I bought a little right before earnings because it had gone down so much since I sold. So far, things are going well. But I am certainly not going to load up.
    Nov 10, 2015. 06:19 PM | 1 Like Like |Link to Comment
  • Mortgage REITs aiming for sustained rally  [View news story]
    You may be ignorant but when it comes to MREITs, even the experts don't seem to have a clue.
    Oct 7, 2015. 02:46 PM | 9 Likes Like |Link to Comment
  • Armour Residential REIT: So What?  [View article]
    Wrong again? This analyst saved me a ton of money by warning us about ARR.
    Sep 28, 2015. 04:42 PM | 3 Likes Like |Link to Comment
  • Dividend Sustained: ARMOUR Residential REIT Makes The Right Choice  [View article]
    My take is this is a horrible MREIT but I might actually have a positive return if I bought it. I think you said that even if management kills it off we could still profit.
    Sep 25, 2015. 02:16 PM | 2 Likes Like |Link to Comment