Geriatric millennial. Macro, value and technical observer. I like agency mreit & CEF preferred stocks/baby bonds, T-bill & AAA CLO debt ETFs, and high returns!
Joined September 2008
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$OPP should be at a 50% discount to NAV. Small business whole loans??????
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Uh oh
Jun 13
Perhaps it is fitting that this happened on the same day as the SpaceX IPO, but my model just sent an “emergency sell” signal. I’m not as bearish as my model, but I will still be increasing hedges Monday morning.
Clients can read the whole note here:
bcaresearch.com/reports/macr…
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Jun 13
And I have a little bit of AGNCZ, ELLA, EICA, ECC/D, ARR/C, and TY, GAM preferreds. The last ones are under 6% I think.
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