Yes,i think arr could be the next cim. I hope i'm wrong but i liquidated all my arr and agnc today and went into junk bonds.
something is going on with the mreit sector. Maybe it's shorting by the hedgies. Could also be rotation out of high dividend paying stocks into low yield equities with high cap appreciation potential due to a future qe3.
i don't know but i'm not taking any chances. I don't want to see a collapse like cim experienced. I'll hide out in junk for now until the smoke clears.