CMOflowBro
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cmoflowbro.bsky.social
CMOflowBro
@cmoflowbro.bsky.social
Fixed Income & Agency MBS trading. I dabble in sales but creating strip down REMICs is where I really shine
DEI aside, there is a pretty decent convexity story that garners a spec like payup to most “social” MBS. They tend to trade cheap and have decent OAS compared to generic collateral.
March 21, 2025 at 12:55 PM