you claim you have little in stock long - just short puts all over and yet you always seem to be on a mreit board
you were over on jm and arr and proven wrong a few times and now you come over here - ha ha.
ill just keep flipping the wmc for 10 cents while i wait fro the drop.
its simple i have no problem saying im losing in a stock or not
clearly it doesnt take a math whiz to see this stock has run and shorting it has caused losses but i have longs too
but its the action that needs to be scrutinized separately from whether im up or you are down or vice versa and in this case vice versa.
ive mentioned it before even when its bennefitted me.
they are pushed up or down - create a fraud pocket and then print on dark pool
the mover pushes it up 20 cents and then prints 10 to 20k shares and guess who is on the other side????
was just ripping .60 then hit to .44 and uyet he then bids up to 16.51 wtih a stack and printed 18k 1k at a time on dark pool
showcasing the whole move is fraud nothing else
sure the sector is up and much of the move is the move up wtih the sector
but the extra - dont listen to me - just watch the tape - he hits down and then inches it up and prints and then hits it down and prints.
i mentioned the same thing in hts about 2 to 3 weeks ago.
again just watch the tape, he printed tons at .50 now he wants to work it down and clear space and then print on dark pool thee and flip 18k for 7 cents or so if he can.
and i have others long
im making money nonetheless i had arr long, mtge, two etc now im flippnig over to adding agnc
i have the bad longs apparently now
nite/getco nothing else.
16.48 to 16.68 and massive dark pool prints up at 16.70 and such then immediately down
see the same thing in dx
so they rally and hts falls 20 cents such - ha ha
ill keep selling this nonsense - keep at it nite - maybe someone else will bail you out when you mess it up
DX RUNNING QUITE STUPID LIKE TOO
AWFUL AT 8.00 GREAT AT 8.60 SURE.
BUT THEY PAY SOONER OR LATER.
GUY IN OFFICE SHORT LOTS OF APRIL 12.50 - GUESS THOSE ARE GOOD NOW
AND LOOKING FOR 17.50 SHORT CALLS ON THIS RALLY BUT OFFER IS JUST FOR .25 CENTS AND HES NOT GETTING TAKEN.
NO RUSH I GUESS.
IM SHORT 3600 AND HAVE TRIMMED OUT AT TIMES ON DIPS AND STAYING SMALL OR FLAT INTO EARNINGS AS ALWAYS IN ANY STOCK THAT IM IN.
well its not simple matt
because the dividend counts
if you make 1.80 on the stock or 1.00 and .80 cents divi you still make the same - just making up numbers here.
so how would it be different
its not simple math and or profit the way you are pretending its something different.
so do you mean if you dump it right now and dont hold for the expectant run into the ex date?? is that what you mean??? cause thats what i think you mean but certainly not how i read your "simple" question?
thank you lennie.
i have zero knowledge of repos - i dont any shame with that statement.
i would assume higher risk means that counterparties wouldnt but why guess, when i can ask - and the key to my questions is to see if someone in the GAME - know a way around it by meshingg the assets together in some way.
but thanks lennie, now let the guy with the experience talk if you dont mind - clown.
and is that why non agency isnt leverage too much both because their spreads are so high (and their risk) and because they really cant get good rates for that type of asset???
so about 200 to 385 basis pts
okay what about
and im just using numbers here.
50 go towards mbs and you might leverage that 6 to 1
and then other assets - so is it a specific asset is looked at and they determine the rate on that asset or can you allocate some of the leverage that you might be able to get from mbs
so do you have to alert them to the changes in asset - do they inspect you? etc.
else how exactly do they kow what you have???
Would you know how to start up a new mreit???? i see an opportunity that can make 1.5 to 2.5% with no risk i believe to book - i know it sounds silly, but ive looked it over and over and i beleive its risk free - thats gross and so it could really work with repo rates down near .25 to .35
there is no duration risk? not pulling your leg here.
all that im missing is repo rates - running it right now last 2 weeks - its not bonds or mbs - but would be alternative asset - been buying up $500k to 1mil here and there. only problem is my long carry is between .80 to 1.25% - so i can really expand this with repo rates.
so im just trying to figure out how to secure repo rates or what type of structure i have to get off the ground - allkov turned me on to a repo place out of florida ( avm solutions) and wddbush is trying to figure out how to set up a separate account that comes through wtih rep
i see a 3 year window in this area and i have another low risk area that would probably make 2 to 4% - extremely low risk
and i have another idea for an alternative mreit getting away from mbs and using a diff class.
whats your knowledge with repos? any interest?
well either way - long ding #$%$ or cheerleader or good guy with a good long - you put money on your long and being rewarded.
i think its not such a good position p/b wise which can crumble quickly - but of course this stock produces.
but then again so does cys
cys giving you better value right now without the risk - if wmc shows low book loss then ill reconsider.
i have cmo for sure
i think cmo and two on dips as both held up their books
cmo even more so as they beat earnings and then add in mfa with cmo for the same
Exactly and i won this little by little with cys and buying arr and mfa dips - im certainly not winning in it today but the situation is dumber p/b wise so ill just keep shorting it.