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My Largest Position Is In AGNC Investment, But Not The Common Stock
Seeking Alphaยท 2025-10-27 11:09
Group 1 - The article discusses the importance of closed-end funds and the potential for directional and arbitrage opportunities due to market price deviations [1] - Timing is emphasized as a crucial factor in trading closed-end funds, suggesting that early access and discussions can enhance trading strategies [1] Group 2 - A brief explanation of the mREIT model is provided, comparing it to a pair trader using leverage [2] - The article indicates a beneficial long position in AGNCZ, highlighting the author's personal investment stance [2] - There is a mention of a short position in AGNC used as a hedge for credit risk, indicating a strategy to manage potential losses [3]