READY TO RUN FINALLY
mcc traded very well up and over almost all overs.
while nmfc kept getting stuffed.
but now mcc catalyst is done for a while
get short mcc and rotate to the others like tcpc nd nmfc.
banged out of 24k at 7.23 and ready to reload in mfa
also big 14.54 buyer in nmfc after he scammed it down again today.
but 14.54 he soaked up any offer you put in
its ready to go
rotated out of lots and into tcpc so tcpc versus tcrd
mcc tried to rally but that wont last.
nmfc hopefully its up t 15
no comment needed lenloc
mfa rippd up and i got paid that way so ill takee it still have agnc to mtge now
had 60k 43k left
hes clipping 10 cents and marching
its going to 5 million dollars today
buying some treasuries and selling mreits like this stock named mtge and sellling thumbs down
and its soon to be time for the others to get going
ill lose gladly on mtge if that means mfa kicks in
Have you any guesses on what this amount may be for WMC or others? last year .22 special - do you see wmc coming in with something much larger then this.
if so could fuel a year end rally as they chase a bigger number and maybe sell off early jan before earnings where they wait and see if mreits hold or show book gains depending on where mortgages and hedges end up at the end of the year.
well for now mbs is deciding how good or bad management is or will be.
how much are they long leverage wise how much is hedged and then does mbs go well or poorly for that deployed strategy.
hey im long 9 to 1 in mbs and its going up up up like agnc was earyl on and they got paid and all you heard was how GOODDDDDDDDDDDDDDDD THEY WERE.
Lost near 4 to amtg, lost 5 to arr, lost 3 to cys lost near 8 to wmc, lost 3.5 to ivr, lost 4 to mitt lost some to rem
i like two long now versus amtg and ivr as the shorts
mbs is what it is and show they arent hedged up tightly and got blasted with falling mbs
wmc might be little more hedged up then teling but not as much as other names.
mbs was flat q3 and cys was flat in book (down less then 1%) and beat eps on improved spreds.
i like cys long to wmc but wmc is a good long if mbs continues up but then again so is cys.
WAS NEAR 5.20 TO 5.35 AFTER BELL
USED TO BE AT THIS PRICE
LONG CYS SHORT WMC.
Okay ill check it out
just wondering - and so does this tick second for second and when does it trade what are the hours or is all this on their site that you provided.
what platform do you trade with to trade tba's etc.
Cys a better long lower p/b earnings was a beat both core in reality
wmc might still do well up here with mbs up here but cys can give you that with less risk.