Bullish
$NRZ just got off the phone with investor relations and the woman was surprisingly calm and positive. highlights are that the MSR portfolio is actually doing fine because interest rates arent actually falling (and they dealt with falling interest rates all throughout 2019). She said honestly what happened in 2019 prepared them for something like this, but that there are other parts of the business outside of MSR that are affecting the marks to market due to volatility. She wouldn't say when dividend declaration was, but that it was usually done by the 27th. She felt that NRZ still has strong strategy to get through these waters and that the call last week was still pretty valid (albeit some movement on asset values since then). Of course she is investor relations, but they are calling people back and answering questions, so suggest you call on the website if you want more info for yourself!
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