I read it 3 times so I bought last night and will buy more today when the real shaky hand get all flustered on caffeine and panic themselves out of a retirement fund. Buy low and when not understood Sell high when they still don't understand. The funds have been buying all last year, so follow the boys who move the PPS.
NLY seems to be moving into the commercial the RMBS is still in flux with the Washington think tank trying to figure out what to do with Fannie and Freddie. I don't see ARR being the fit for NLY at this time, but if both can weather a few interest rate increases RMBS may become very attractive when the real estate market starts to recover from renters to owners. I own both and really bought hard in Dec. so my cost of ownership in both is very low. Wish I had more room in my Roth to add more.