Ordinarily, an economic recovery is a good thing for companies. But that's not necessarily the case for mortgage REITs. Ilan Moscovitz and Austin Smith discuss why a stronger economic recovery could lead to a reversal of fortunes for unusual dividend payers, including American Capital (AGNC 0.22%), Annaly Capital (NLY 0.44%), and Armour Residential (ARR -1.00%). Watch the video below for Ilan's take on the effects that unemployment and inflation could have on interest rates.
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A Strong Economic Recovery Could Crush These Dividends
NYSE: NLY
Annaly Capital Management

Is economic recovery good for mortgage REITS?
Austin Smith has no positions in the stocks mentioned above. Ilan Moscovitz has no positions in the stocks mentioned above. The Motley Fool owns shares of Annaly Capital Management. 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.
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