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American Capital Agency Corp. Message Board

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  • garbonzo_123 garbonzo_123 Nov 3, 2012 12:38 PM Flag

    Below book value

    FN -
    Well said - I agree with the OPs assessment of the polling data and quite frankly I hope he is right. Whether Romney can turn the ship is questionable but we really can't take 4 more years of Obama's policies - and the gloves would really come off if he's not facing re-election.
    For us investors (the dwindling number of folks that are actually willing to take risk) the Fed is all important. Uncle Ben's term doesn't expire until 2014 and even though Romney wants to replace him I doubt he would actually fire him (can he fire him?).
    I think easy money is a given for at least the next few quarters and I'm making my bets on that assumption.
    Best -
    Garbonzo

 
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