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Sell the sachem preferred stock and buy sachem bonds
SACH has several high yielding baby bonds with yields to maturity in the 12.5% range. On the other hand...
March 24, 2023, 12:00 pm
First republic, pacwest, and western alliance have sold off intensely. are any of these stocks a buy?
First Republic, PacWest, and Western Alliance have exposure to the tech and venture capital sector. First Republic is sitting on a hefty amount of unr...
March 20, 2023, 10:24 am
Schq: accumulate this and average down on weakness
SCHQ owns a portfolio of U.S. treasuries with a weighted average maturity year of 23.2 years. The fund ...
March 17, 2023, 6:55 am
Reasons why cincinnati financial (cinf) is a solid pick now
Cincinnati Financial (CINF) is well-poised for growth on the back of price increases, growth initiatives and higher interest income from fixed-...
March 15, 2023, 9:13 am
Tlt: you should accumulate this in 2023
TLT invests in U.S. treasuries with a weighted average maturity year of 26 years. The fund currently ha...
March 15, 2023, 6:58 am
Svb financial group reached for yield, failed, perhaps a canary in the coal mine
Silicon Valley Bank's failure marks the second biggest in U.S. banking history. The company's balance was so poorly invested, it is beyond words. The ...
March 13, 2023, 1:20 pm
Charles schwab moves to reassure investors it has plenty of liquidity and business is performing ‘exceptionally well'
Charles Schwab Corp. SCHW, -11.69% moved Monday to reassure investors that it has plenty of liquidity and does not need to sell any of its held-to-
March 13, 2023, 8:58 am
Forget brookfield l.p. units. buy the preferreds for a 56% yield to maturity opportunity
BPY preferred shares present an enticing investment opportunity, boasting a lucrative quarterly dividend yield. BPY's financial position and profitabi...
March 12, 2023, 8:33 am
The case for the federal reserve and us treasury not to intervene in the run on the banks
Here is one side of the argument:
The reality is that the Fed and Treasury have a magic bullet here. They can back up the deposits and with t...
March 11, 2023, 3:12 pm
“held to maturity” bonds are about to be a big problem
Here's the crux of the problem.
Banks have deposits and they need to do something with them. They can lend them out and often do, but you can...
March 10, 2023, 7:29 pm
Us yield curve inversion, the recession indicator, is its deepest in 40+ years
Powell's return to more hawkish triggered bond marekt moves:
- the 2 year UST yield rose more than 10 basis points, above 5%, not seen sin...
March 7, 2023, 11:35 pm
Assurant (aiz) banks on solid segmental growth amid cost woes
Assurant (AIZ) holds the potential to reap benefits driven by policies in force, favorable mobile loss experience and higher income on fixed ...
March 7, 2023, 9:47 am
With short-term treasury yields at 5%, it's time to rethink fixed income
After more than a decade of very low Treasury rates and a positively sloped yield curve, investors have been accustomed to reaching further out on the...
March 2, 2023, 1:27 pm
Bsjn: absence of matched maturity collateral case study
Invesco BulletShares 2023 High Yield Corporate Bond ETF is an exchange traded fund. The fund is composed of high-yield bonds and has a term structure ...
February 27, 2023, 2:45 pm
Investor insanity creates huge mispricing: 12.5% ytm on b. riley baby bonds
The YTM (yield to maturity) on B. Riley baby bonds has increased as much as 44% in just the last 3 weeks with YTMs up to 12.96%. A short attack (IMO w...
February 26, 2023, 10:00 am
Bsco: 5% yield for this 2024 maturity bond fund
The Invesco BulletShares 2024 Corporate Bond ETF is a maturity matched corporate bond fund. The collate...
February 23, 2023, 5:54 am
Tlh: time to accumulate but patience required
TLH owns a portfolio of U.S. treasuries with an average maturity year of 17.4 years. If inflation can c...
February 20, 2023, 1:27 am
Vclt: low octane, but compelling at today's rates
Following the worst year of returns since the early 1930s, I think that bonds are a great buy-the-dip opportunity. Despite holding instruments of high...
February 12, 2023, 9:00 am
Regeneron's (regn) eylea gets fda nod for rop in infants
Regeneron's (REGN) Eylea gets FDA approval for the treatment of preterm infants with retinopathy of prematurit...
February 9, 2023, 3:04 pm
