25.75 by 27 and prints it all day up there - wow just blatant fraud - so not one person in all of world wanted to offer in there?????? that's just a clear example of what im sayng about these cheats
mcc is being scammed down a bit adding that long now and out of fsfr
I think they dumped because they held up big relative to other and you have others into their full divi capture while arr just completed its 3rd divi - so there is value elsewhere if you have tax advantages to capture divi.
other day all cracke and arr held up big - i was short 60k and it wouldnt go down
today got paid big to wmc and flipped back to small long and got little bounce but i will shed fast on pop and reshort and add others.
What is he saying
is he saying lack of liquidity could hit these and set up good opportunity (cef as in closed end funds or the gold "cef" ???)
both have known divi's and rolled over as the sector moved up - adding to the longs for wmc like pop pop
scam up scam down is all they do
arr is no good now but it was good at 4.18 when the mreits were blowing up - magic
got so busy I got none
It was up there 25.30 to 25.40 I think for a while
just watch "n" and I would guess "m" will go from 50 to 100 cents lower but could get a bump now and then
I bought that, shed wwmc rip up and now waiting mbs is up still a little
strange action today very strange.
prefs odd too
any mell watts talk or is it all with Europe??
very strange day? wmc popping up but others getting slammed like agnc
why not? buy it now as it rolled over relative to others.
if fed guidance is to your liking hold it
if it isn't - shed the others qukcly and add to this one and hedge up by slamming cys and rem.
with 3 to 6k more
we played it last time and it paid nicely
ill let you know tomorrow.
its up and down
for sure added wmc and shorted others and trying to lean long
I reloaded buying each dime and getting some 10 to 20 cent moves so its still fine
did you get any pvtb its .75 by .95 now ha ha
I figured 25.65 and .65 or so divi .63 I think but whatever.
figured 26.25 or so and now really its 25.75 and .65 already so 26.40 darn.
I got out too early.
oh well ill take profits anytime they come I guess.
are still up and were up early and added to wmc.
once tlt pauses hopefully here near 113.50 or back up to 114; then they will refocus on divi declares that are coming
rational: if cys is good then rates are fine and the rest have to be good since they are hedged up more so then cys.
agnc p/b is less then cys now.
long agnc and wmc and shorting cys and shorting anything else that wants to rally first - arr paid off early and now ready to reshort the rallies
Manage book well at all.
i went long agnc, mtge, wmc and cmo (did well during rise in rates last time and declared nice divi) and mfa (arms should be good, they loaded with em) and short cys here - cys and arr are pure agency players and have had a pop up while others havent and agnc is pure agency - agnency has managed book much better lately then arr or cys so would like to see book hold up for agnc while arr and cys take a hit since they are long with much less hedging.
wmc earned a bunch and their push to non agnecy should help them hold up a bit but they need more consistent perofrmance book wise.
didn't keep enough
25.20 looking at about a 2 to 3% 1 to 2 month upside
shed 25.40, 25.50 against and reloaded 25.20 to 25.25 why not