D*********t
发帖数: 5748 | 1 once QE3 stop,
the bad mortgage estate will not be bought by FED,
Huge paper lose will have to be swallowed by the mortgage company
most of these investments companies will lost big....
however, it will be bottomed soon after the QE3 expired,
then good chance!
NLY is a good company, its holding is not very bad at all.
ANGC is doomed | b*****p
发帖数: 9649 | 2 请问老李对post-QE各个板块的看法。
非常感谢！
【在 D*********t 的大作中提到】
: once QE3 stop,
: the bad mortgage estate will not be bought by FED,
: Huge paper lose will have to be swallowed by the mortgage company
: most of these investments companies will lost big....
: however, it will be bottomed soon after the QE3 expired,
: then good chance!
: NLY is a good company, its holding is not very bad at all.
: ANGC is doomed
| l******r
发帖数: 4021 | 3 那些bad debt已经早就卖完了吧。
【在 D*********t 的大作中提到】
: once QE3 stop,
: the bad mortgage estate will not be bought by FED,
: Huge paper lose will have to be swallowed by the mortgage company
: most of these investments companies will lost big....
: however, it will be bottomed soon after the QE3 expired,
: then good chance!
: NLY is a good company, its holding is not very bad at all.
: ANGC is doomed
| D*********t
发帖数: 5748 | 4 NOT AT ALL.
【在 l******r 的大作中提到】
: 那些bad debt已经早就卖完了吧。
| D*********t
发帖数: 5748 | 5 or it is a psychological trading at least.
【在 D*********t 的大作中提到】
: NOT AT ALL.
| l******r
发帖数: 4021 | 6 两房几乎obsorb了所有的bad debt，难道还有公司会把那些坏帐，以及不交mortgage的
foreclosurer还留在自己手上？现在房价在涨，home owner大部分出水了，有些已经开
始有Equity了，情况会好转很多。
【在 D*********t 的大作中提到】
: NOT AT ALL.
|
|
