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DoubleLine Total Return Bond I Message Board

  • vmb1946 Feb 4, 2012 11:08 AM Flag


    A mass-refis idea is slowly emerging through Congress and a financial intellectuals community (for the latest: see the Feb2012 edition of Fortune- an article by Allan Sloan). By its nature the refis, if done, would destroy mortgage-backed securities which are the DBLTX only portfolio. I would be much interesting to know the Gundlach's position on the refis developments and on his plans A or B in case the refis become a reality. Any views/ideas?

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