CNBC guest from White Box Advisers said that he believe the only stocks that look good right now are mREITs, because the negatives have already been priced in. This happened at 6:57 AM Eastern Time, 12/10.
It's pretty amazing that long rates are continuing to drop even though taper talk has become more common. This is very good for AGNC.
It is possible the taper will be so watered down and open-end, rates could drop the day of the announcement. hehe What that would do for Mreits?