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I definitely think MTGE will SPO. I honestly think that moving forward MTGE might (although I feel dirty saying it) do better than AGNC.
Frankly, I think there is little doubt that MTGE will out-perform AGNC with QE3 in place just because they are not restricted to agency paper. AGNC will continue to deliver the divvy for a few quarters, though, due to the big carry-forward.
I very much agree