I think blogs are a bad idea. You find yourself forcing the issue to try and find things to write about. A lot of stock trading is sitting and waiting without anything creative or colorful to report.
The bond business has slowed down recently to a sustainable roar. Mortgage rates nudged up slightly and the secondary market dried up quite a bit from the conditions going into the end of the year. The street is a vastly different place with the demise of Bear, Lehman and Countrywide etc. There's a LOT more business to go around for the remaining dealers. It's almost scary how much more business we're doing compared to a year or so ago. Oh, for anyone reading this who doesn't know what I do professionally, I'm a mortgage backed securities trader. Ginnie, Fannie, Freddie. Mostly what I trade are secondary issues...i.e. bonds that might have been issued a year or two ago as opposed to primary issues which are newly originated and securitized bonds.
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