Mar. 30 at 11:17 AM
$CHMI MSR portfolio looking solid. Management internalization could be game-changer. Watching prepayment speeds closely. Agency RMBS exposure gives some stability. Might add small position if dips below recent levels. Interesting play in mortgage market volatility. compelling writeup: https://beyondspx.com/article/cherry-hill-mortgage-investment-corporation-nyse-chmi-adapting-to-a-shifting-mortgage-landscape