Yo Adrian! Agency Mortgages are the Heavyweight Champs of This Crazy Market!

Gonna Fly Now...Into Some Solid Investments

Hey yo! Rocky here. This market's wilder than a run up the Art Museum steps right? But don't worry I ain't scared and neither should you be. I been hearin' from some smart fellas over at Janus Henderson about agency mortgage backed securities. Sounds fancy but basically it's like a bunch of mortgages all bundled together and Uncle Sam's got their back. They say it's tougher than a two dollar steak in a market fight!

Tariffs? More Like Terrible!

This Trump guy he's throwin' tariffs around like jabs in the first round. Stocks are gettin' hammered and Treasury yields are doin' the Macarena. But these agency MBSs? They're standin' tall like me after fightin' Apollo Creed. They even say these MBSs are cheaper than a date with Adrian...well almost!

Yo Adrian! I Did It! Yields Higher Than My Chances With You!

This Kerschner guy from Janus Henderson he's sayin' you can get 140 basis points more yield than Treasurys with these things. That's like gettin' an extra round with the punching bag for free! Even when Trump started talkin' tariffs before these agency MBSs had their best year since 2020. That's how you know they're strong like my love for Adrian!

BlackRock's in the Ring Too!

And it ain't just Janus Henderson. This Rieder fella from BlackRock is likin' these mortgage backed debts too. He says when things get shaky these mortgages get cheap like day old cannoli at Paulie's. Plus he says they got great liquidity which means you can get your money out quick if you need to. Quality is good like a good shot to the liver. No not really.

Banks Behaving Like Butkus After a Fight!

Now the Fed's been sellin' off some of these agency MBSs and the banks are pullin' back 'cause they're scared of the interest rates doin' the tango. But this Kerschner guy says that means the supply's gonna get smaller which is good for prices! Lower volatility less scared banks... sounds like a good setup even better than when Apollo promised me a rematch!

Get Paid to Wait Like Waiting for Paulie to Pay Up

This Whalen guy from TCW he's got a big chunk of his fund in these agency mortgages too. He says you're gettin' paid to wait while these things go up in price. It's like waitin' for Paulie to finally pay me back the money he owes me. Just gotta be patient and remember 'It ain't about how hard you can hit but about how hard you can get hit and keep moving forward!' Eventually interest rates gotta come down and these agency mortgages will be lookin' like a prime rib dinner after a tough fight!