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big-yank

10/10/12 6:56 AM

#230 RE: johnsyn #229

There was no point to further easing except, maybe, that it is an election year and there is a growing element within the Blue side that wants to gut the FED and dump Ben.

I think much of the AGNC weakness has been driven by negative bloggers like Seeking Alpha, and an over-reaction to the possible impact on all dividend paying stocks as we near "The Fiscal Cliff" which media like CNBC have beaten to near death as the likely demise of the bull market run. The Morgan Stanley opinion on agency vs. non-agency holdings did not help any, either.

GLTA.