Dec
07
Breaking: CCI's CEO Announces Abrupt Retirement! (Free)
4 min read
Dec
07
Blackstone Mortgage Trust and the Muddy Waters Bear Attack
5 min read
Dec
06
SBAC: My Largest Position
2 min read
Dec
06
Guest Post by Yield Hunting (Alpha Gen Capital): December 2023 Newsletter | 'A November to Remember'
12 min read
Dec
05
RITM Q3 2023 Updates And Comparison Article By Scott Kennedy
28 min read
Dec
04
Trade Alert
5 min read
Dec
04
Trade Alert Preview
Dec
03
Preferred Share Thoughts
13 min read
Dec
03
Weekly Series: mREIT And BDC Recommendations (And Price Targets) As Of 12/03/2023
13 min read
Nov
30
Trade Alert
6 min read
Nov
29
Quick Notes on MFA Positions
2 min read
Nov
29
CCI: Activist Update and Potential Changes
16 min read
Nov
29
Tower REIT Update: Two Minor Corrections
Nov
28
Tower REIT Update
7 min read
Nov
28
13% Dividend Yield and 12% Upside
1 min read
Nov
26
Weekly Series: mREIT And BDC Recommendations (And Price Targets) As Of 11/26/2023 - Brief Update
5 min read
Nov
22
DX-C vs. AGNC Preferred shares
2 min read
Nov
22
MFIC Q3 2023 Updates By Scott Kennedy
12 min read
Nov
21
TCPC Q3 2023 Updates By Scott Kennedy
14 min read
Nov
19
Update: Weekly Series: mREIT And BDC Recommendations (And Price Targets) As Of 11/19/2023
10 min read
Nov
18
PSEC Q3 2023 Updates By Scott Kennedy
16 min read
Nov
17
PMT: Before The Market Catches On: Free Release
20 min read
Nov
17
OBDC Q3 2023 Updates By Scott Kennedy
13 min read
Nov
17
PFLT Q3 2023 Updates By Scott Kennedy
12 min read
Nov
16
Trade Alert 2023-11-16
3 min read
