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White Paper Commentary
Management at Annaly publishes a monthly market commentary
and will occasionally express their thoughts and opinions on
more specific issues and events in the financial markets.
These commentaries are intended for informational purposes
only, and should not be construed as an offer to sell, nor a
solicitation of an offer to buy, any securities of Annaly
Capital Management, Inc. or any other company.
Fourth Quarter Earnings Call Comments: Through a Glass, Darkly
February 3, 2010 Third Quarter Earnings Call Comments: Central Planners Defend Dirt
October 29, 2009 Second Quarter Earnings Call Comments: Sherlock Holmes and the Mystery of the Green Shoots
July 30, 2009 First Quarter Earnings Call Comments: You Can`t Always Get What You Want
April 30, 2009 The Impact (And Advisability) of the Homeowner Affordability and Stability Plan
February 23, 2009 In Defense Of The Plan
February 9, 2009 Just Save, Baby, Just Save
February 5, 2009
It's
Contained, It's Decoupled, It's Only Notional
October 30, 2008
Fannie
Mae and Freddie Mac 2Q08 Results; Balance Sheets Hide Strong
Fundamentals
August 12, 2008
Note on the
Housing and Economic Recovery Act of 2008
August 6, 2008
Rebirth
of the Resolution Trust Corporation
July 31, 2008
Note on
Policy Announcements Regarding Fannie Mae and Freddie
Mac
July 14, 2008
To Serve
Man
May 1, 2008
Note
On Policy Efforts To Stabilize The Financial Markets
March 20, 2008
Note On
Regulatory Changes At Fannie Mae And Freddie Mac
February 27, 2008
Welcome
To The Keynesian Nightmare
February 5, 2008
Note
On Freddie Mac Following Release Of Its 3rd Quarter
Results
November 20, 2007
Seduced
By A Super Model
October 30, 2007
Credit Lessons
From 1812
July 31, 2007
Home
Prices: The Under-Appreciated Economic Indicator
June 4, 2007
The New Dust
Bowl
May 2, 2007
Don't
Blame The Bondholders
April 30, 2007
Sub-prime
Mortgages: The View From The Sidelines
March 21, 2007
The
Secret Life of Walter Lender
February 7, 2007
Two For
The Price Of One
November 2, 2006
A
Historical Perspective on Where We Are in the Interest Rate
Cycle
October 23, 2006
Housing
- Why We Expect A Hard Landing
October 4, 2006
"The
Goldfish Is Dead, Senator"
August 3, 2006
Note
on OFHEO's Special Examination of Fannie Mae
May 25, 2006
The Yield
Curve Is Telling Us Something
November 29.2005
"We
take virtually no credit risk"
June 22, 2005
Note on SEC Statement on Fannie Mae
Accounting
December 15, 2004
Fall 2004 Newsletter
September 17, 2004
It's a big world after all: Foreign capital
flows and the US markets
January 27, 2004
The Fed, Deflation and You
September 25, 2003
Derivatives: The ugly, the bad and the
good
August 6, 2003
Note on the New Leadership Changes at Freddie
Mac.
June 9, 2003
What happens when rates rise? We use our
barbell.
April 11, 2003
Note on comments made by William Poole,
President of the
Federal Reserve Bank of St. Louis at the Office of Federal
Housing
Enterprise Oversight Symposium on March 10, 2003.
March 11, 2003
Refinancing and MBS Returns: A Slippery Slope
January 23, 2003
In Praise of Dividends
December 30, 2002
When a Safe Harbor Fund Isn't
October 23, 2002
A Case for a Steep Yield Curve
October 16, 2002
The Dollar Riddle
August 7, 2002
A housing bubble? Not like the South
Seas.
June 28, 2002
A discussion of risk at Fannie Mae and Freddie
Mac
June 21, 2002
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