Sign In
Buy EFC
$13.36
-0.240 (-1.76%)
At Close: Jun 03, 2026
Accept Your Fat Mortgage REIT Gains
01:46am, Wednesday, 10'th Jun 2020
We’ve been telling investors for the last 2 months that price-to-book ratios were too good (too low) to last. We’ve included tables to reflect the discounts to
After ~300% Rally, Ellington Financial Is Still A Buy (NYSE:EFC)
11:57am, Tuesday, 09'th Jun 2020
EFC has exploded to the upside from the March bottom. The dividend was also just raised and is paid monthly. The stock also still has a meaningful discount to b
PIMCO CEF Leverage Update
09:59am, Tuesday, 09'th Jun 2020
We discuss PIMCO CEF leverage shifts over the month of May. Most funds added to their borrowings with the exception of PDI and PGP. We switch our view on PCI vs
Ellington Financial Inc. Completes $259.3 Million Non-QM Loan Securitization
11:00am, Monday, 08'th Jun 2020
Ellington Financial Inc. Completes $259.3 Million Non-QM Loan Securitization
Ellington Financial Declares Monthly Dividend and Announces Estimated Book Value Per Common Share
Ellington Financial Declares Monthly Dividend and Announces Estimated Book Value Per Common Share
Mortgage REITs Rip Higher
11:58pm, Thursday, 04'th Jun 2020
We’ve been telling investors for the last 2 months that price-to-book ratios were too good (too low) to last. We’ve included tables to reflect the discounts to
Annaly Capital's BV, Dividend, And Valuation Vs. 17 mREIT Peers - Part 1 (Post Q1 2020 Earnings - Very Attractive Valuation) (NYSE:NLY)
08:56pm, Thursday, 04'th Jun 2020
Part 1 of this article compares NLY’s recent investment composition, leverage, hedging coverage ratio, quarterly BV, economic return, and current valuation to s
CMBS Delinquency Rate Spikes By Most On Record
11:56am, Thursday, 04'th Jun 2020
The delinquency rate for commercial mortgage-backed securities (CMBS) spiked from 2.29% in April to 7.15% in May by loan balance, according to Trepp. The five b
The “Post-Plague” Office: There Could be Quite a Run on the Suburbs
06:43pm, Wednesday, 03'rd Jun 2020
I asked top executives from three tech companies—with a hundred employees, with a thousand, and with many thousands—where they would put their next offices.
CMBS Delinquency Rate Spikes by Most on Record
12:59am, Wednesday, 03'rd Jun 2020
Commercial Mortgage-Backed Securities backed by hotel and mall properties get hit the hardest. Mall-REIT CBL failed to make bond interest payment yesterday.
The State Of The CEF Market Post Drawdown
08:03am, Monday, 01'st Jun 2020
With the market moving past its 3-month pre-drawdown anniversary, it makes sense to zoom out and look at the bigger picture of where we've been and where we've
Invesco Mortgage Capital: 3 Preferred Series Yielding Over 10%, Plus 2 Option Trades (NYSE:IVR)
01:15pm, Friday, 29'th May 2020
The mortgage-backed securities market had a crisis in March, with values driven lower, and mREITs crashing in price. The Fed came to the rescue, buying billions
