Boy Wirat I upgraded AGNC Investment (NASDAQ:AGNC) to a “Buy” rating back in June on the premise that with the Fed tightening cycle likely coming to an end that it was the time to start accumulating shares. Including dividends, the stock has generated an over 5% return since then. More recently in January I wrote…
tadamichi/iStock via Getty Images By James J. Puplava If you own a stock portfolio or are invested in the market, most likely you hold more than one company or have some degree of diversification. Or, as is very common today, you may own an Exchange-Traded Traded Fund (ETF) or several different ETFs that hold a…
Watcom At the beginning of the year, I wrote a cautious article on the Western Asset/Claymore Inflation-Linked Opportunities & Income Fund (WIW), warning that a ‘higher for longer’ Federal Reserve may prove to be a headwind for the duration-heavy WIW fund. I also warned that the WIW fund will likely retest its October 2022 lows,…
Torsten Asmus On the backdrop of rising yields, bonds have suffered a horrendous past 2-3 years. For reference, the iShares 20+ Year Treasury Bond ETF (NASDAQ:TLT) is down about 42% for the trailing 36 months, as compared to a gain of almost 30% for the U.S. equity markets (S&P 500). Seeking Alpha What is perhaps…