I believe this is a good time to buy. BB said the Fed may keep their MBS until maturity.
I own MTGE but will not add to my position. I believe there are better values among the mREITS we have all talked about (MITT,TWO, WMC and NYMT) JMO.
I am not pointing fingers at anyone but I hope we don't go the way of the AGNC board (now the OT board) which is totally useless to AGNC holders.
Meaningful can mean anything. As to spending the dividends and being left with a shrunken capital I am not sure is a good strategy. JMHO.GL.
Not being a chartist I wonder if charts are relevant at all in a market and sector totally dominated by Fedspeak and Fedaction.
That yes but the bulk of their MBS are getting pummeled and therefore their BV. Only lower longer rates can reverse that. Do you see a leveling off of their PPS? Thank you.