炒股的童鞋们，别玩垃圾股，学习mdrosophila 吧# Stock
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炒股的童鞋们，别再玩垃圾股， 学习mdrosophila 如何在AGNC中５个月获利26%吧
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发信人: mdrosophila (ranger), 信区: Stock
标 题: Re: 这儿有人关心美国国债利息和MBS的么？
发信站: BBS 未名空间站 (Tue Jun 3 11:56:24 2014, 美东)
yes. I bought when 10 year at 3%。I saw huge resistance of 10 year at 3.5%.
You could look at the 10 year ^TNX chart.
At that time, AGNC trade at 20% discount to book value.
With one year interest income of 10%, AGNC was traded at 30% discount to the
value at the 2014 year end。
I reasoned that if rate did increased to 3.5% that most guru predicted, AGNC
would drop book value another 10%. To lose money, the rate would have to
increase to 4.5% at the end 2014 .
Right now, 2.5% is the very important support levels. The rate will go
higher from here, if there is no another taper in the book. Again look at
the TNX chart.
With tapering going on, it is unlikely now.
炒股的童鞋们，别再玩垃圾股， 学习mdrosophila 如何在AGNC中５个月获利26%吧
----------------------------------
发信人: mdrosophila (ranger), 信区: Stock
标 题: Re: 这儿有人关心美国国债利息和MBS的么？
发信站: BBS 未名空间站 (Tue Jun 3 11:56:24 2014, 美东)
yes. I bought when 10 year at 3%。I saw huge resistance of 10 year at 3.5%.
You could look at the 10 year ^TNX chart.
At that time, AGNC trade at 20% discount to book value.
With one year interest income of 10%, AGNC was traded at 30% discount to the
value at the 2014 year end。
I reasoned that if rate did increased to 3.5% that most guru predicted, AGNC
would drop book value another 10%. To lose money, the rate would have to
increase to 4.5% at the end 2014 .
Right now, 2.5% is the very important support levels. The rate will go
higher from here, if there is no another taper in the book. Again look at
the TNX chart.
With tapering going on, it is unlikely now.
