ThinkstockOver 100 leading financial services companies participated in the third annual Deutsche Bank Global Financial Services Conference. After listening to their presentations, talking to executives in the industry and then crunching the…
The recent rise in long-term interest rates is crushing the high dividend mortgage REIT sector, as investors are looking to pare down their exposure to riskier assets and assets that will be…
Rising interest rates on 10-year Treasuries suddenly may start competing against the high-dividend and high-yield stock sectors. The real question is which sectors will hold up and which ones will fall apart if…
High yield investors have been chasing the attractive dividend payouts offered by the mortgage REIT sector for years and years now. Unlike the high payouts from telecom, tobacco, and utilities stocks, the…
ThinkstockEverybody in the business of writing, reporting or talking about stocks and the stock market has highlighted the spectacular run of the housing stocks since the March 2009 low. Every firm on…
U.S. equity markets opened lower this morning as traders and investors tried to sort out their reactions to the re-election of President Obama. The initial reaction is that the U.S. economy is…
U.S. equity markets opened higher this morning as investors seemed to prefer a little risk trading on U.S. election day. Asian markets were cautious ahead of today’s elections, while in Europe some…
We recently became worried about the future dividends of the high-yielding mortgage REIT sector due to QE3’s focus being on $40 billion in mortgage-backed securities. In fact, after our call of caution about…
There has been a lot of investment buying of foreclosed and distressed US houses, and one of the questions that always comes up is how an essentially local business can be managed…
To close out the year, SPACs are pumping out deals one after another. However, as of late, some blank checks have not fared as well, and the NASDAQ and OTC Bulletin Board…
