Weekly Commentary: Precarious World

12:02pm, Saturday, 01'st Aug 2020
Amazon, Apple, Facebook and Google all reported booming earnings the day following Wednesday appearances by respective CEOs before the House Antitrust Subcommittee hearing.

Saudi King Leaves Hospital One Week After Surgery

10:04pm, Thursday, 30'th Jul 2020
Saudi Arabia’s King Salman left a Riyadh hospital on Thursday after a 10-day stay that included an operation to remove his gallbladder, quieting speculation that his son might soon accede to the thr

Mortgage REITs: Back From The Brink

03:00pm, Tuesday, 28'th Jul 2020
Few asset classes have been slammed harder by the pandemic than Mortgage REITs, which have seen a dividend cut bloodbath with 33 of 42 mREITs suspending or reducing their dividends.
Fannie Mae, the largest issuer of green bonds in the world, said on Monday it received certification from CICERO Shades of Green for its mortgage-backed securities that are the first containing loans
Relations between the world's two largest economies have plunged to their worst point in years over a variety of issues, ranging from trade and cybersecurity to the Covid-19 pandemic.
I am projecting AGNC will report a modest (at or greater than 5% but less than 10%) BV increase for the second quarter of 2020.
Meanwhile, Beijing has not publicly agreed to evacuate from its consulate in Houston.
A researcher who took refuge in the Chinese Consulate in San Francisco after allegedly lying to investigators about her Chinese military service was arrested and will appear in court on Friday, accord
I am projecting AGNC will report a combined notable net unrealized gain on available-for-sale securities and investment securities measured at FMV for the second quarter of 2020.
One month after quitting her job, a freelancer's credit score hit a perfect 850. She shares with CNBC Select why the FICO scoring model shouldn't measure creditworthiness.
These companies use leverage to boost their returns, and some of them cut dividends in the wake of the pandemic.

Caution In Mortgage REITs, Beware The Rally

06:52pm, Thursday, 23'rd Jul 2020
A few mortgage REITs have outperformed by a bit too much. Shares are trading near estimated book value, or even above estimated book value.
Paycheck Protection Program loans will add $35 - $50 million in profit for RC. RC reported a far smaller Q1 loss than most diversified mREIT peers and is expected to be profitable in 2020 and 2021.
The travellers need to self-quarantine for 14 days, pass a Covid-19 test and avoid using public transportation.. Read more at straitstimes.com.
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