In this segment of The Motley Fool's financials-focused show, Where the Money Is, banking analysts Matt Koppenheffer and David Hanson discuss the day's headlines.

Among the newsmakers they discuss are how a government default could impact the mREIT sector and companies like Annaly Capital Management (NLY 0.91%), Two Harbors (TWO 1.85%), ARMOUR Residential REIT (ARR 1.02%), and American Capital Agency (AGNC 1.30%) -- and whether or not Berkshire Hathaway is still a buy.