Seeking Alpha

Doggedone

Doggedone
Send Message
View as an RSS Feed
Latest  |  Highest rated
  • The explosion in assets at mREITs may pose risks, but not all of mortgage investors are created alike. Gary Kain's (AGNC) assembled an all-star team of his former Freddie Mac colleagues used to dealing with far larger amounts of assets, but "others have no business having a balance sheet that big," says Compass Point's Jason Stewart. Armour Residential (ARR) is "pushing the limit of what their infrastructure can support." [View news story]
    I'm am so impressed by the track record of Freddie Mac executives.
    Mar 28 09:09 AM | 4 Likes Like |Link to Comment
COMMENTS STATS
1 Comment
4 Likes