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Strategies & Market Trends : Trader J's Inner Circle -- Ignore unavailable to you. Want to Upgrade?


To: Madharry who wrote (54535)4/4/2022 10:50:42 AM
From: Madharry  Read Replies (2) | Respond to of 55361
 
I am excited about the prospects of my china portfolio for 2022. included are baba bidu kweb softbank and prosy. I also believe the risk / reward profile of nrz is much improved and not really reflected in the share price.
two factors being the sharp rise in home price over the past two years leading me to believe that the mortgage loan/ value on the homes has sharply declined and the continued raise in rates makes the msr segment of the portfolio that much more valuable.