12/04/2013 15:31:17 Sold 190 AGNC Dec 6 2013 20.0 Put @ 0.7 $13,145.70
Some withdrawals from bills came in and i guess that's why it showed up at cash + $12,891.68 on the day. So reality was i got $13,145.70 from the sale of the puts.
i renamed the article. it is published now and called "Why management Should Matter To Mreit Investors"
yeah i was talking about this last week.... stronger econ data coming thru. But I think GDP misses tomorrow but I think NFP comes in around 235k on Friday.
I think GDP comes in around 2.6 to 2.8.. estimates are 3.0. So look for a possible pop if you agree with me... it just seems a little on the high side.. so there is plenty of room for a miss.
Forgot to mention that I used some of the proceeds to buy 600 more shares as well so I am up to 19,600 shares.
Overpriced, swap to AGNC. sell HTS go to AGNC. Relative strength swap. AGNC has room to recover on the day and then some.
I am not a lier, the article is pending approval. I am not short either. I am a good person looking out for you, I don't care if you don't want to hear it. I will tell you because I don't want to see anyone get burned by investing with those crooks or anyone else if i can help it. At least i can say I tried to help you and gave it my best shot. I strongly recommend selling the open on JMI today. MARKET SELL. Get out before it keeps crashing today.. and it will go down... the open will be the high. get out.
I have to warn you. It will tank. Just get out and buy back later. Sell it at market. You will save lots of money. I love HTS for the long run but you need to get out right now.
Treasuries went up in price and MBS fell in price.. equally.. about 5 ticks. This is looking like it's being setup for a basis hit soon. Look for Treasuries and swaps to outperform MBS tomorrow.
lol john. can't wait until tomorrow.. data should be supportive of the economy and send mreits to the dump.
I just submitted a counter article to that called "Why Your Mortgage REIT Keeps Going Down." It fully details why the author you speak of is wrong. Please consider it before adding any more exposure to JMI.