Core Insights - SFL Corporation Ltd. has agreed to sell two 2015-built Suezmax tankers to a subsidiary of Koch Industries for approximately $57 million each, with net proceeds estimated at $26 million per vessel after debt repayment and termination fees [1][2] - The transaction is expected to yield an aggregate book gain of approximately $23 million, which will be allocated between the two vessels [2] - The company will also terminate charters for two 2020-built Suezmax tankers with Koch, incurring a termination fee as per a pre-agreed profit-sharing arrangement [3] - The retained vessels are eco-designed and equipped with scrubbers, initially employed in the spot market, with potential for longer-term employment [3] - The CEO highlighted the transaction as a demonstration of the fleet's embedded value, allowing for significant profit realization from older vessels while benefiting from solid cash flows [4] - A portion of the proceeds from the sale will be reinvested in younger, more fuel-efficient vessels to capitalize on the current strong charter market [4] Company Overview - SFL Corporation has a diverse fleet including tankers, bulkers, container vessels, car carriers, and offshore drilling rigs, and has paid dividends quarterly since its NYSE listing in 2004 [5] - The company's long-term distribution capacity is supported by a portfolio of long-term charters and significant growth in its asset base over time [5]

Two Harbors Investment Corp. CAL 30 ( TWOD ) is a baby bond from the mortgage Reit ('mReit') Two Harbors ( TWO ). We covered this debenture back in mid 2025, arguing that the priceWith an investment banking cash and derivatives trading background, Binary Tree Analytics ('BTA') aims to provide transparency and analytics in respect to capital markets instruments and trades. BTA focuses on CEFs, ETFs and Special Situations, and aims to deliver high annualized returns with a low volatility profile. We have been ...

The S&P 500 Index and its top ETFs, like VOO and SPY remained in a tight range in the past few months as jitters in the AI industry accelerated. It was trading at $6,775, a few points below the year-t... ...

Core Viewpoint - Two Harbors Investment Corp. CAL 30 (TWOD) is identified as a baby bond from the mortgage REIT (mREIT) Two Harbors (TWO) [1] Group 1: Company Overview - Two Harbors Investment Corp. operates in the mortgage REIT sector, focusing on providing returns through capital markets instruments [1] - The company has been covered previously, indicating ongoing interest and analysis in its financial instruments [1] Group 2: Investment Strategy - Binary Tree Analytics (BTA) aims to deliver high annualized returns with a low volatility profile, focusing on closed-end funds (CEFs), exchange-traded funds (ETFs), and special situations [1] - BTA has over 20 years of investment experience, emphasizing a strong background in finance [1]

The Invesco CurrencyShares Swiss Franc Trust ( FXF ) is an exchange-traded investment vehicle offered by investment manager Invesco for investors seeking exposure to the Swiss franc. It is one of the most direct vehicles availableAnalyst’s Disclosure:I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for ...

Core Insights - The Invesco CurrencyShares Swiss Franc Trust (FXF) is an exchange-traded investment vehicle designed for investors seeking exposure to the Swiss franc, making it one of the most direct investment options available [1] Group 1 - The trust is managed by Invesco, a well-known investment manager [1] - FXF provides a straightforward way for investors to gain access to the performance of the Swiss franc [1]

Following my coverage on Installed Building Products ( IBP ) in August, I recommended a hold rating as the outlook wasn’t great. The housing market remains soft, and the IBP pace of acquisition was also lagging. FastI take a fundamentals-based approach to value investing.I disagree with the common misconception held by many investors that low multiple stocks must be cheap. I look for companies that offer the best long-term durability at the most affordable prices. Consequently, I have a propensity to be dra ...

Core Insights - Agronomics Limited has announced the dissolution of its portfolio company Meatable B.V and the termination of all operating activities [1][2] Financial Impact - Agronomics has invested a total of £7.9 million in Meatable, which will now be written off to zero, representing approximately 8.10% of Agronomics' last stated Net Asset Value as of September 30, 2025 [3] Strategic Decisions - The board and shareholders of Meatable concluded that an orderly wind-down of the business is the most appropriate course of action due to the inability to secure continued funding from existing shareholders or new investors [2][4]

It might seem like ages ago that One Big Beautiful Bill Act was signed into law by President Donald Trump on July 4, but most of the bill will kick into effect starting in January, and there are considerable implications for markets. The tax and spending legislation should give a boost to what Manish Kabra, the chief US equity strategist at Société Générale, calls the "other half" of the S&P 500 index, or more traditionally cyclical sectors outside the tech and AI space.Ahead of the new year, Kabra compil ...

Core Points - The European Investment Bank (EIB) has submitted SEC Form 18-K/A Amendment No. 6 [1] - The amendment pertains to the Annual Report for the year 2024 [1] - The document is available on both the EDGAR Filing Documents and the EIB website [1]