Anyone wondering about the reality of psychosis needs to go back a page and read the rantings of the Dim One. Especially enjoy his out of mind rantings on the LBJ issue. Enjoy his accusations of others hogging the board when he does exactly the same, needing to shout his madness with his cap posts.
The irony is that you, Ben (whatever happened to him?) and others have been more than generous with your time explaining the business model of MREITs and providing your analysis in a way that is extremely helpful to dividend investors as well as options investors. I now have a pretty substantial long position in several MREITs- especially MTGE and WMC- and also a BDC-PSEC. I also got out of NLY before getting hurt. While I do my own due diligence, you and others on the Board have been invaluable in providing your perspective.
Sounds like you have a great portfolio. Congrats and a big pat on the back for dropping NLY. It is amazing how many insist that it is still a great buy and hold. Must have been how it was when the last passengers were still clinging tightly to the guard rails as the Titanic went stern up. Now there is a grim picture of the hold outs on the NLY board(can you hear me Dim One??...;-)