your analysis are very accurate. thanks for share.
What could happen when the rates, start to cut? book value still be growing but with lower YoY change? or it will be the best moment to sell?, it's expected rate cuts in 2024, but looks like it could delay. You mention FFH will do a pile of cash in the next 3 years, in this time is expected to be affected by the Cut rates.
Thanks Oscar,
your analysis are very accurate. thanks for share.
What could happen when the rates, start to cut? book value still be growing but with lower YoY change? or it will be the best moment to sell?, it's expected rate cuts in 2024, but looks like it could delay. You mention FFH will do a pile of cash in the next 3 years, in this time is expected to be affected by the Cut rates.
Thanks!