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What's Wrong With the 9% Yield From RC-E?
The market doesn’t care for shares of RC-E (RC.PE) lately. Share prices are: Down since the start of March 2023. Roughly flat since late March 2023…
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ColoradoWealthManagementFund
2
How About Those NLY Preferred Shares?
I’ve written about Annaly Capital Management’s (NLY) preferred shares many times. In late 2022, it was a point we were hammering because the relative…
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ColoradoWealthManagementFund
1
A Clear Pricing Failure: NYMTL vs. NYMTN
I want to share something from our recent Portfolio Update. Over the weekend, I wrote: NYMTN (NYMTN) at $19.41 is $2.00 more than NYMTL (NYMTL) at…
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ColoradoWealthManagementFund
Trade Alert: AGNCO, AGNCP, CSWC, MFA-C
Using our website to communicate with our readers removes some of the current hurdles for posting public articles. Since I’m planning to dramatically…
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ColoradoWealthManagementFund
4
ARE: Alexandria Is On The Discount Rack
I have a Seeking Alpha article coming up on Alexandria Real Estate. I want to share part of the article that I didn’t include in that public release. My…
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ColoradoWealthManagementFund
Preferred Share Comparison: RITM and PMT Dominate CHMI
We’re kicking it off today with a quick risk comparison. I won’t ask you to evaluate the entire portfolio structure, hedges, and leverage. Instead, I’ll…
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ColoradoWealthManagementFund
1
Annaly: Not Great, But Finally Reasonable
The volume of articles published here is about to increase. Annaly Capital Management Annaly Capital Management closed at $23.11 on February 8th, 2023…
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ColoradoWealthManagementFund
4
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