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To: KaiserSosze who wrote (109035)7/9/2012 10:08:26 AM
From: ElroyRead Replies (1) | Respond to of 118717
 
I'm guessing this was a very good quarter for AGNC and their book value is easily in the low-mid $30s.

A jump of more than $2 in book value would be amazing. What do you think could have caused it? I don't think rates moved all that much from Q1 to Q2, but I'm not sure.

But, a huge jump in book value would explain the decision not to do a secondary.