In this segment from The Motley Fool's everything-financials show, Where the Money Is, banking analysts Matt Koppenheffer and David Hanson take a closer look at Hatteras Financial (NYSE:HTS) and Two Harbors (NYSE:TWO). David tells investors why Hatteras had such a bad second quarter, while Matt sings the praises of those steering the ship at Two Harbors.


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David Hanson owns shares of Annaly Capital Management. Matt Koppenheffer has no position in any stocks mentioned. The Motley Fool has no position in any of the stocks mentioned. Try any of our Foolish newsletter services free for 30 days. We Fools may not all hold the same opinions, but we all believe that considering a diverse range of insights makes us better investors. The Motley Fool has a disclosure policy.