AGNC Investment Corp. (AGNCP)

US equity markets posted modest declines this past week after the Federal Reserve held rates steady and maintained its status quo "wait-and-see" approach, but acknowledged heightened inflation and lab...

AGNC has delivered subpar returns, with only 1% annualized over a decade. The bulk of this was powered by selling stock above tangible equity and not from the base business. We dive into how an income...

US equity markets steadied this past week while bond markets rallied as investors parsed a surprisingly solid slate of economic data and a decent start to corporate earnings season. Early week gains w...

We live in a very challenging environment. Many REITs are facing severe headwinds. Don't buy just anything. Here are some of the worst REITs to buy today.

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...