Investors....come in please!
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SPY officially made a lower low this morning indicating a trend change from the low on June 1st and interest rates are plummeting. I'd expect a bounce in equities soon, but if it's short lived like the bounce earlier this year before the correction, and a new high isn't made, I'm buying TLT calls for a trade. It's oversold weekly and turning right back up with heavy buying.
I believe that dollar and bonds will drop hard one more time before rising. However, I can't prove it yet, and my miners and coffee barely escaped from being stopped this AM.
AGNC and MFA were body slammed today. Maybe time to buy some more.
Originally Posted By: Pablo
AGNC and MFA were body slammed today. Maybe time to buy some more.
Yea, & ARR as well. Ouch. I would buy more, but I have so much in them now, I would have to buy xx,xxx more to lower the cost basis some. I'll wait & see if it lowers more.
AGNC and MFA were body slammed today. Maybe time to buy some more.
Yea, & ARR as well. Ouch. I would buy more, but I have so much in them now, I would have to buy xx,xxx more to lower the cost basis some. I'll wait & see if it lowers more.
MFA I've held for awhile. It's been good to me. The dividend yield on my cost basis is over 13% or something crazy, and my price gain is up 14% NOT counting dividends. Sad thing is I can't remember or find in my notes where I first heard of it. Here? PF? Barron's?
AGNC - I just bought only 200 shares and it's down ~3%. Not losing any sleep. Will watch, may buy more.
ARR - I didn't buy. Looked sketchy. Need to study.
What's up with CCSC? Finally setting a bumpy bottom? No volume now.
Watching DCTH.
AGNC - I just bought only 200 shares and it's down ~3%. Not losing any sleep. Will watch, may buy more.
ARR - I didn't buy. Looked sketchy. Need to study.
What's up with CCSC? Finally setting a bumpy bottom? No volume now.
Watching DCTH.
Originally Posted By: friendly_jacek
I believe that dollar and bonds will drop hard one more time before rising. However, I can't prove it yet, and my miners and coffee barely escaped from being stopped this AM.
I took my last tiny little profit in NUGT before it was stopped out for a loss. It was a good ride while it lasted. PPI came in much lower which I think is hitting commodities hard. Whether it's a bull flag type deal remains to be seen.
http://seekingalpha.com/article/926781-gold-and-silver-the-most-important-data-since-qe3
I believe that dollar and bonds will drop hard one more time before rising. However, I can't prove it yet, and my miners and coffee barely escaped from being stopped this AM.
I took my last tiny little profit in NUGT before it was stopped out for a loss. It was a good ride while it lasted. PPI came in much lower which I think is hitting commodities hard. Whether it's a bull flag type deal remains to be seen.
http://seekingalpha.com/article/926781-gold-and-silver-the-most-important-data-since-qe3
Last edited:
Originally Posted By: Drew99GT
http://seekingalpha.com/article/926781-gold-and-silver-the-most-important-data-since-qe3
"Marsconi" has a very good response in that article.
http://seekingalpha.com/article/926781-gold-and-silver-the-most-important-data-since-qe3
"Marsconi" has a very good response in that article.
Originally Posted By: Tempest
Originally Posted By: Drew99GT
http://seekingalpha.com/article/926781-gold-and-silver-the-most-important-data-since-qe3
"Marsconi" has a very good response in that article.
"PeterPalms" has a better one.
Originally Posted By: Drew99GT
http://seekingalpha.com/article/926781-gold-and-silver-the-most-important-data-since-qe3
"Marsconi" has a very good response in that article.
"PeterPalms" has a better one.
JHZR2
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Originally Posted By: Pablo
ARR - I didn't buy. Looked sketchy. Need to study.
http://m.seekingalpha.com/article/927301
ARR - I didn't buy. Looked sketchy. Need to study.
http://m.seekingalpha.com/article/927301
http://johnbtaylorsblog.blogspot.com/2012/09/the-eroding-effect-of-qe3-on-mortgage.html
I'm sure it's a case by case basis, but isn't some of the spectacular dividend yields that REIT's have a result of falling rates and rising bond prices? If interest rates were to rise meaningfully, which would kill the market prices of longer term bonds, wouldn't the dividend yields be affected? You can actually chart out yields and prices of 10 year treasuries during every Fed QE program from beginning to end they've actually raised interest rates, not lowered them, because QE pushes money out of safety and into risk (supposedly).
I need to read up on how these REITs work.
I'm sure it's a case by case basis, but isn't some of the spectacular dividend yields that REIT's have a result of falling rates and rising bond prices? If interest rates were to rise meaningfully, which would kill the market prices of longer term bonds, wouldn't the dividend yields be affected? You can actually chart out yields and prices of 10 year treasuries during every Fed QE program from beginning to end they've actually raised interest rates, not lowered them, because QE pushes money out of safety and into risk (supposedly).
I need to read up on how these REITs work.
Last edited:
Originally Posted By: JHZR2
Originally Posted By: Pablo
ARR - I didn't buy. Looked sketchy. Need to study.
http://m.seekingalpha.com/article/927301
Thanks! I love SA & read articles daily & post there as well.
Originally Posted By: Pablo
ARR - I didn't buy. Looked sketchy. Need to study.
http://m.seekingalpha.com/article/927301
Thanks! I love SA & read articles daily & post there as well.
CCSC UP AGAIN.
JHZR2
Staff member
Originally Posted By: Drew99GT
http://johnbtaylorsblog.blogspot.com/2012/09/the-eroding-effect-of-qe3-on-mortgage.html
I'm sure it's a case by case basis, but isn't some of the spectacular dividend yields that REIT's have a result of falling rates and rising bond prices? If interest rates were to rise meaningfully, which would kill the market prices of longer term bonds, wouldn't the dividend yields be affected? You can actually chart out yields and prices of 10 year treasuries during every Fed QE program from beginning to end they've actually raised interest rates, not lowered them, because QE pushes money out of safety and into risk (supposedly).
I need to read up on how these REITs work.
Yeah, there is an interest rate spread issue and a prepayment issue. Rates drop and people refinance, and the spread (interest profit) drops too.
But the way some of these companies are valued, if they are yielding 13% and drop to 6%, I still cant complain that much... Especially if I got in at a nice low entry point.
http://johnbtaylorsblog.blogspot.com/2012/09/the-eroding-effect-of-qe3-on-mortgage.html
I'm sure it's a case by case basis, but isn't some of the spectacular dividend yields that REIT's have a result of falling rates and rising bond prices? If interest rates were to rise meaningfully, which would kill the market prices of longer term bonds, wouldn't the dividend yields be affected? You can actually chart out yields and prices of 10 year treasuries during every Fed QE program from beginning to end they've actually raised interest rates, not lowered them, because QE pushes money out of safety and into risk (supposedly).
I need to read up on how these REITs work.
Yeah, there is an interest rate spread issue and a prepayment issue. Rates drop and people refinance, and the spread (interest profit) drops too.
But the way some of these companies are valued, if they are yielding 13% and drop to 6%, I still cant complain that much... Especially if I got in at a nice low entry point.
Originally Posted By: friendly_jacek
I believe that dollar and bonds will drop hard one more time before rising.
Mission accomplished. Sold miners and went short in financials again. Also long bonds and coffee.
I believe that dollar and bonds will drop hard one more time before rising.
Mission accomplished. Sold miners and went short in financials again. Also long bonds and coffee.
http://www.businessinsider.com/new-etn-o...rtgages-2012-10
You guys seem to be into REITs. There yea go!
You guys seem to be into REITs. There yea go!
Originally Posted By: Drew99GT
http://www.businessinsider.com/new-etn-o...rtgages-2012-10
You guys seem to be into REITs. There yea go!
"eh..eh...eh...eh..eh...eh...ah, ah, um, um oh eh isn't that how we got into this mess in the first place"
http://www.businessinsider.com/new-etn-o...rtgages-2012-10
You guys seem to be into REITs. There yea go!
"eh..eh...eh...eh..eh...eh...ah, ah, um, um oh eh isn't that how we got into this mess in the first place"
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