Comments on: So Long Annaly Capital! http://livingoffdividends.com/2010/01/14/so-long-annaly-capital/ Join me on my journey to achieve financial independence through dividends, passive income and investments Tue, 13 Dec 2011 07:31:37 -0800 http://wordpress.org/?v=2.8.1 hourly 1 By: sgoodtrade http://livingoffdividends.com/2010/01/14/so-long-annaly-capital/comment-page-1/#comment-81626 sgoodtrade Sat, 16 Jan 2010 22:49:24 +0000 http://livingoffdividends.com/?p=1381#comment-81626 In to response to the person who posted about selling it when considering their view on rates rising. It is not about nominal rates and a possible rising environment. It is about the term structure of rate, i.e, the curve and credit spreads. Both which will enhance NLY's arbritrage under normalized economic times and associated mean reversions of both rate slope and credit spreads. Its a Hold or an Add. In to response to the person who posted about selling it when considering their view on rates rising. It is not about nominal rates and a possible rising environment. It is about the term structure of rate, i.e, the curve and credit spreads. Both which will enhance NLY’s arbritrage under normalized economic times and associated mean reversions of both rate slope and credit spreads.

Its a Hold or an Add.

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