Featured Articles
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The Hidden Dividend Treasure Inside Fly High Investing
Imagine discovering that your Fly High Investing portfolio contains a treasure chest you didn’t know was there. You can’t see it by looking at the dividend yield, and you won’t find it by simply comparing a company’s earnings with its dividend. You can’t even find it when our companies report earnings most of the time.…
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Who Really Moves the Stock Market and Why It Matters
If you asked most investors who moves the stock market, they’d probably say individual investors, mutual funds, pension funds, and large investment firms buying and selling stocks based on what they believe companies are worth. That answer would have been largely correct a few decades ago. Today, it isn’t. The stock market has quietly undergone…
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Fly High Investing vs. Wall Street
People like to tell themselves they invest in the stock market because they’re being rational. Some believe they’re doing the work, researching companies, comparing financials, listening to analysts, and convincing themselves they’re making informed decisions. Others skip the research entirely and instead research financial advisors, portfolio managers, or large investment firms, ultimately turning their life…
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The Dividend Feedback Loop: When Falling Prices Create Explosive Income Growth
Most investors panic when stock prices fall. They see red on the screen, assume something is broken, and rush to sell before things “get worse.” But dividend investors who understand the relationship between stock prices and dividend payouts know something very different: sometimes a falling stock price isn’t a catastrophe at all. Sometimes it’s the…
Portfolio News
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Long Yields Ease, Pressure Persists
Long Treasury yields and oil eased Monday, modestly relieving funding pressure while elevated rates and geopolitical risk kept underwriting in focus.
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ARCC: Shareholder Suit Challenges Adviser Fees
An ARCC shareholder derivative suit challenges adviser fees and seeks repayment and injunctive relief; the allegations remain unproven.
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Canada Tariffs Add a Credit Test
New U.S.-Canada tariffs add inflation and borrower-margin uncertainty, keeping credit quality and funding costs in focus.
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Services Growth Complicates Rate Relief
Services activity accelerated in August, supporting borrower demand while keeping restrictive-rate and refinancing pressure in focus.
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PSEC: NAV Falls 5.6% as Quarterly Loss Reaches ﹩0.08
PSEC reported ﹩0.15 of quarterly NII, a ﹩0.08 common loss and NAV of ﹩5.71, balancing dividend coverage against continued per-share erosion.
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FSK: Stockholders Renew Below-NAV Share Authority
FSK shareholders renewed 12-month authority for below-NAV stock sales, capped at 25% of shares, adding financing flexibility and dilution risk.
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Long Yields Outlast Oil’s Pause
Long Treasury yields rebounded while oil stayed near recent highs, extending pressure on mortgage assets, funding and borrower coverage.
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NLY: ﹩442.5 Million Series I Preferred Redemption Set
Annaly will redeem all 17.7 million Series I preferred shares for ﹩25 each on October 1, a ﹩442.5 million capital action.
