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@Johncomiskey77 "I appreciate the kind words and I think I am with you on the liklihood of lower short end rates to come assuming I follow you correctly. My original comment on the Feds MBS holdings is purely meant as informational. Its a quirky portfolio that skews considerably lower coupon than the full national mortgage book"
X Link @Johncomiskey77 2025-10-15T01:45Z 22.8K followers, XXX engagements

"@HegedusAero @toiletkingcap Also dont get me wrong also incumbent on the questioned to inquire about good faith before unloading with both barrels"
X Link @Johncomiskey77 2025-10-08T16:41Z 22.8K followers, XXX engagements

"@levenson_david @AndreasSteno Feds MBS holdings are very low coupon. Tons of X and XXX in it and very little above X. falling rates will prompt a little more prepayment but it would take a huge move lower to start putting the mortgages underlying the MBS the Fed holds in the money"
X Link @Johncomiskey77 2025-10-15T01:30Z 22.8K followers, XXX engagements