MBB

$MBB chatter on StockTwits

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  PickAlpha@PickAlphaBullishSep 2

  Morning Report | Hormuz mine incidents keep WTI >$90, duration selloff tightens conditions $XLE crude risk premium elevated $TLT 10Y ~4.81% pressure $MBB mortgage rates jump, spreads wider $DELL guidance reset dents AI-infra $FXC BoC decision, tariff noise https://open.substack.com/pub/pickalpha/p/morning-report-hormuz-mine-incidents?r=1m2m41&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true

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  PickAlpha@PickAlphaJun 22

  4/8: Fed Chair Warsh launches 5 task forces to review policy framework, communications, inflation analysis, AI impacts, and balance-sheet runoff path for $6.7T holdings $TLT $IEF $SHY $MBB $SPY PickAlpha View: this is a medium-term process that raises headline risk but does not immediately change the policy stance, keeping front-end pricing anchored while term premium becomes more sensitive to messaging shifts...

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  ETFdb.com@ETFdbMay 29

  🏠 $MBB brought in +$450.75M in 1-week net inflows. The iShares MBS ETF gives mortgage-backed securities a spot in the top five. Not flashy, not meme-y, but fixed income flows showed up, and $MBB made the cut. (5/6)

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  Quantlake@QuantLakeApr 8

  Int. Treasuries rose 0.25% Tuesday Rates/FI ETFs Breakdown: Top 2 (by %): $IEF +0.25%, $MBB +0.21% Bottom 2: $TLT -0.01%, $BNDX +0.06%

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  Quantlake@QuantLakeApr 7

  Int. Treasuries fell 0.26% Monday Rates/FI ETFs Breakdown: Top 2 (by %): $VTIP +0.00%, $MUB -0.04% Bottom 2: $IEF -0.26%, $MBB -0.21%

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  Jojo F@Jojo110367Mar 28

  $MBB Thanks T rumper

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  PickAlpha@PickAlphaMar 22

  PickAlpha Midday: Fannie and Freddie have reportedly started placing sizable MBS buy orders after the recent spread blowout, moving from a Trump directive on paper to actual market support. The message is straightforward: with volatility surging and mortgage spreads widening, Washington is stepping in to stabilize housing-finance plumbing and put a bid under agency paper. Tickers: $MBB $LQD Our view is this is a real backstop for agency MBS, even if it does not fully reverse the broader rates selloff. When government-backed buyers get more aggressive into weakness, mortgage paper starts to look safer relative to corporate credit.

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  PickAlpha@PickAlphaMar 22

  PickAlpha Midday: Big fixed-income money is starting to hide in agency MBS instead of corporate credit as the oil shock pushes inflation risk back up. State Street and Voya are favoring mortgage and other securitized debt over investment-grade corporates, with an extra technical tailwind from Trump’s January directive for Fannie Mae and Freddie Mac to buy $200B of mortgage bonds.  Tickers: $MBB $LQD Our view is this is a quiet credit warning. When smart money would rather own government-backed mortgage paper than lend to corporates, the message is simple: spread risk is rising, and MBS is the cleaner place to hide.

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  TalkMarkets@TalkMarketsMar 17

  It's Not Catastrophic, It's Just Not All-Weather $MBB $RISR https://talkmarkets.com/article/its-not-catastrophic-its-just-not-all-weather-1773775854

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  Jeff Quiggle@macroQmicroFeb 27

  Asset Classes ranked by price strength and price momentum re Feb. 27 close: $MUB $IEF $TLT $MBB $TIP

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  Billioner@BillionerOfKingFeb 27

  $MBB Current Stock Price: $96.90 Contracts to trade: $97.0 MBB Mar 20 2026 Call Entry: $0.17 Exit: $0.33 ROI: 92% Hold ~23 days Shared as daily free alerts and for educational purposes only. https://dailypickai.com/freealerts

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  Jeff Quiggle@macroQmicroFeb 26

  Asset Classes ranked by price strength and price momentum re Feb. 26 close: $MUB $IEF $MBB $TLT $TIP

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  Jeff Quiggle@macroQmicroFeb 24

  Asset Classes ranked by price strength and price momentum re Feb. 23 close: $IEF $EMB $MBB $LQD $TLT

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  PickAlpha@PickAlphaFeb 17

  PickAlpha Morning Report - Macro Events: 2026.02.17 Event Analysis - 1/2: U.S. 30-year refi mortgage rate ticks down to 6.47%, easing marginally from prior day | View: Tiny 1bp refi-rate decline to 6.47% offers limited incremental support for homebuilders and mortgage… $MBB $XHB $ITB

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  PickAlpha@PickAlphaJan 12

  Bill Ackman floated a very “hedge fund fixes housing” idea: add prepayment penalties to new mortgages so MBS investors don’t have to price the borrower’s free prepay option — he claims that could cut mortgage rates by ~65 bps. With 30Y fixed still around the low-6% area, you can see why the idea’s getting airtime — even if it’s politically radioactive. Tickers: $MBB $ITB $TLT Our view is this is directionally right on the math, wrong on the politics: prepay is basically a cultural “right” in US mortgages, so a real penalty regime is hard to push through. If this headline knocks housing-sensitive names on sentiment, we’d treat it as dip-buyable volatility, not a durable policy shock - the real driver is still rates + supply, not clever contract tweaks.

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