Lance Mallett
@FormerFinancial
Former investment banker with 20+ years experience working with financial service companies
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I can't believe I just wrote $AGNC $13 calls. I should sell what's left - there is no reason to own $AGNC here - in most scenarios, if price reverts to book over next 12 months, total return on stock will be negative even if there's modest spread tightening from here.
$CIM-B rebounding after year end tax selling - still has a good 50 cents to fairish value IMO.
Fiscal sobriety at work
*HASSETT: MORE FISCAL ROOM TO DO STIMULATIVE THINGS NOW *HASSETT: WILL BE A RECONCILIATION BILL NEXT YEAR *HASSETT: LOT OF STUFF PEOPLE HAVE FOR BILL, LIKE ON HOUSING
Youth sports through the college level is a broken system. IMO, can only be fixed by separating sports from educational institutions. Will never happen ofc.
$RWT common looking pretty attractive. Only nibbling a little as I think there's decent chance it breaks through support and goes sub $5 and think it will take some time to put legacy investments behind them.
$TWO looks like pretty average performance. Will need to look at in more detail to better assess leverage situation.
Quality of Fidelity platform declining. 2nd day this week that Active Trader Pro is down. Pushing out Fidelity Trader+ that after several weeks of using I can confidently say is step down from ATP (which is saying something). Looking for new platform.
Portfolio seems to keep dropping today. Every 10 minutes, another 5 bps red. Glad there's less than an hour left.
*META FREEZES AI HIRING: WSJ Certainly seems like a sign of a top.
$BHF deal announcement is connection with earnings release after the close? Market, if anything, expecting take under.
Sold some $ESGRF at $20.55 - probably a chance to pick up much cheaper in future. Added $BHFAL at $18.50. Braced to hold for a long time.
Hello investment banking underwriters of prefererred stocks - retail preferred stocks need to have put right in a delisting. Not putting in this provision is gross negligence - Hello class action lawyers!
Not sure why I don't know about $BHFAN, etc. Downgrade from IG and much elevate go private seem like the primary risks. Seems overdone but not quite ready to add.
United States Trends
- 1. Good Thursday N/A
- 2. Board of Peace N/A
- 3. Happy Friday Eve N/A
- 4. #MIKIMOTOSGxFreen N/A
- 5. Osaka N/A
- 6. SAROCHA AT MIKIMOTO SG OPENING N/A
- 7. #ThursdayMorning N/A
- 8. Rafael Tudares N/A
- 9. Cirstea N/A
- 10. #22Ene N/A
- 11. #thursdayvibes N/A
- 12. Cuomo N/A
- 13. #BTS_WORLDTOUR N/A
- 14. Zac Robinson N/A
- 15. Fredo N/A
- 16. Lagos N/A
- 17. Wawrinka N/A
- 18. Peralta N/A
- 19. Edmundo González N/A
- 20. Winter Storm Watch N/A
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