Silver Spring Networks’ Organizational Restructuring Paid Off

August 12, 2015 at 07:28AM

  • American Capital Agency Corp. had a rough second quarter but there were some positive developments that are misunderstood.
  • When we look at the movements in prices on MBS and prices on interest rate swaps the loss makes sense.
  • Making a new investment in MBS makes more sense when the MBS yields significantly more than the economic cost of funds (including interest rate swaps).

from Jru RSS


Leave a Reply

Fill in your details below or click an icon to log in: Logo

You are commenting using your account. Log Out /  Change )

Google+ photo

You are commenting using your Google+ account. Log Out /  Change )

Twitter picture

You are commenting using your Twitter account. Log Out /  Change )

Facebook photo

You are commenting using your Facebook account. Log Out /  Change )


Connecting to %s