We’re kicking it off today with a quick risk comparison. I won’t ask you to evaluate the entire portfolio structure, hedges, and leverage. Instead, I’ll give you some quick charts. This chart is going to compare the price and book value between Rithm (RITM), PennyMac (PMT), and Cherry Hill (CHMI). However, to normalize the ending values and make it easier to see
Excellent summary, much appreciated. This was my first year and I am overwhelmed with your educational summaries and opinions. I am looking forward to year 2 coming up. thank you and wish you all well. Best Regards, Joe Monte
Excellent summary, much appreciated. This was my first year and I am overwhelmed with your educational summaries and opinions. I am looking forward to year 2 coming up. thank you and wish you all well. Best Regards, Joe Monte