FYI: (Click On Article Title At Top Of Google Search) (The Linkster hold positions in both NLY and CIM)
Mortgage real estate investment trusts (REITs) have enjoyed a stunning three-month run for an obscure, underfollowed corner of finance. They are up 22% since mid-February, buoyed by stronger credit markets, a Federal Reserve that seems likely to keep rates lower for longer, and a nod from bond king Jeffrey Gundlach of DoubleLine Capital at a recent hedge fund conference.
Regards,
Ted
https://www.google.com/#q=Mortgage+REITs:+The+Risks+Behind+the+Rally+Barron's
