AGNC Investment Corp. (AGNCP)

Floating rate preferreds, initially created in a zero interest rate environment, now yield around 10% due to the timing phenomenon and changes in interest rates. Key factors for analysis include compa...

We take a look at the action in preferreds and baby bonds through the third week of March and highlight some of the key themes we are watching. Preferred stocks gained alongside Treasuries, with credi...

Ahead of the April 2nd tariff unveiling, US equity markets were under renewed pressure this week on downbeat data showing a further dip in consumer confidence and hotter-than-expected PCE inflation. A...

While the S&P 500 and other major benchmarks entered "correction territory" this month for the first time since 2023, U.S. REITs have meaningfully outperformed the broader equity market since mid-Janu...

AGNCP shares yield 6.13% now, but will soon float to around 9.26%. Yay? Potential capital gain is minimal with a yield to call of about 4.3%, so don't expect significant appreciation. AGNCP's floating...

US equity markets remained under pressure this week as encouraging inflation data and a deal to avoid a government shutdown were offset by further tariff escalations and weak sentiment data. Markets s...

In Part 3 of our Earnings Recap, we present a sector-by-sector breakdown of the Losers of REIT Earnings Season, discussing incremental positives/negatives and noting the individual standouts. Commerci...

US equity markets tumbled this week - suffering its worst week in six months - as disappointing employment reports and fast-shifting tariff policy failed to improve skittish investor sentiment. Remini...

US equity markets slumped this week - while benchmark interest rates tumbled to two-month lows - after downbeat economic data and cautious corporate commentary sparked concern over slowing economic gr...

US equity markets flirted with fresh record-highs this week while benchmark interest rates hovered around two-month lows as investors weighed positive earnings news against uncomfortable hot inflation...