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You can read all the published reports on inflation, jobs and guess what the Fed will do next. Or you could collect a rich income stream, no matter where interest rates are headed. We choose the latter, and are cash collectors across market conditions.

Pareto upgrades - swapping into strictly superior securities within the same issuer - can materially improve portfolio yield without increasing risk. Repeated Pareto upgrades raised yield on invested capital from 8.53% to 11.33% in under two years, demonstrating powerful compounding effects. Current actionable opportunity: ABR-D preferred offers an 18 basis point yield advantage over ABR-E with identical upside to…

This article focuses on our recent purchase, our article on the preferred share, and an update. I initiated a small position in AGNCP at a 9.2% stripped yield. Shares of AGNCP recently underperformed the other preferred shares from AGNC. There was a material gap between AGNCN and AGNCP. Today, there's a material gap between AGNCP and AGNCM.

AGNC Investment Corp. (AGNC) Q1 2026 Earnings Call Transcript

U.S. equities surged to record highs as optimism over a potential U.S.-Iran peace deal and the reopening of the Strait of Hormuz drove a risk-on rally, pushing oil sharply lower. Markets rapidly repriced the risk of a prolonged oil shock after the Strait of Hormuz reopened, easing fears of a major energy disruption that could have derailed global growth. Cooler-than-expected PPI data and a solid start to earnings…