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Is Annaly Capital Stock a Millionaire Maker?
The Motley Fool· 2025-07-12 20:05
Core Viewpoint - Annaly Capital Management offers a high dividend yield of over 14%, but its business model and volatility in dividends and stock price suggest it may not be suitable for traditional dividend investors [1][8][12]. Business Model - Annaly Capital operates as a real estate investment trust (REIT) that does not purchase physical properties but instead buys mortgages pooled into bond-like securities, which is a complex model not easily replicated by small investors [2][4]. - The company aims to profit from the difference between the interest earned on mortgage securities and its operational costs, including leverage costs, indicating a higher risk profile [4]. Market Dynamics - Mortgage securities traded by Annaly are subject to rapid value changes influenced by interest rates, housing market conditions, and mortgage repayment rates, making it challenging for most investors to monitor [5]. - The volatility in both the stock price and dividends has been significant, with the annual dividend showing a downward trend until its recent increase [8]. Investment Suitability - Mortgage REITs like Annaly are better suited for active and aggressive investors rather than traditional dividend investors, as the focus is on total return rather than consistent dividend income [6][12]. - While Annaly's total return has historically kept pace with the S&P 500, it does not provide a reliable income stream, which is a primary goal for many long-term dividend investors [11][12]. Portfolio Considerations - For investors focused on total return and diversification across asset classes, Annaly may be a suitable addition to their portfolio, provided they understand the importance of reinvesting dividends to achieve total return goals [11][13].
X @The Block
The Block· 2025-07-12 16:52
Two straight billion-dollar inflow days bring spot Bitcoin ETFs to $158 billion in total net assets https://t.co/4F0SCs52U4 ...
X @mert | helius.dev
mert | helius.dev· 2025-07-12 15:58
man it is so awful for Solana that teams on top of it can use the chain to build their businesses and be successfulit's even worse that users on Solana can natively buy/trade assets from those teamsFlood (@ThinkingUSD):Biggest loser today: SolanaBiggest winner today: Pumpfun TeamNotable Performance: Hyperliquid top Pumpfun prelaunch Volume and Open Interest ...
E打电电力能源ERWA为何是重构新能源产业的数字基石
Sou Hu Cai Jing· 2025-07-12 13:15
一、什么是ERWA? ERWA(Electric Real World Assets),即现实世界电力能源资产通证化,是由北京随充新能源科技公司(E打电)与CJ VENTURES资本联合提出的创新概 念。它通过区块链技术将发电站、电网、储能设施等实体电力资产转化为可交易、高流动性的数字通证,实现资产价值的数字化释放。这一模式融合了 RWA(现实世界资产通证化)与能源行业数字化转型趋势,被誉为新能源领域的"资产数字化革命"。 核心价值: 破解融资困局:传统新能源项目因资产重、周期长面临融资难,ERWA通过通证化降低投资门槛,吸引全球资本。 普适性解法:覆盖分布式能源网络、集中式绿色电站、虚拟电厂等多场景,为行业提供标准化解决方案。 二、ERWA背后的技术逻辑 E打电ERWA的技术架构以"动态物联网+区块链"为核心,构建可信闭环: 动态数据实时采集 电力设备搭载多模态传感器,实时回传地理位置、电池负荷、服务频次等数据,加密同步至树图区块链,形成不可篡改的"数字档案"。 数据运营透明化 充放电次数、设备效率等关键指标通过区块链存证,实现全流程可追溯,如同"银行流水"般清晰。 收益智能分拆 大型光伏、风电场通过ERW ...
X @Ansem
Ansem 🧸💸· 2025-07-12 12:23
RT Kellan Grenier (@kellangrenier)Fin: The USD is going lower. Americans will be asked to tolerate slightly higher target inflation. In return, they get higher asset prices, across a broader mix of assets. Every child will be born with a head start. This gives us a chance to satisfy our massive debt burden.🇺🇸 ...
X @Ansem
Ansem 🧸💸· 2025-07-12 12:21
RT Kellan Grenier (@kellangrenier)Underpinning all of this, the executive branch is presenting a few very clear pillars of economic action:1) GDP growth2) Replacing structurally impaired entitlement programs3) Leaning into the new era safe haven assets: $SPY, US housing, and $BTC ...
X @Investopedia
Investopedia· 2025-07-12 12:00
Bitcoin topped the $118,000 level for the first time, surpassing Thursday’s record as it continued to gain from its increasing adoption by companies as a reserve asset and lawmakers passing pro-crypto legislation. https://t.co/kOoBwZ8rG4 ...
IWC: Microcaps Hit Key Resistance, Ultra-Low P/E Not Enough Yet
Seeking Alpha· 2025-07-12 11:24
Group 1 - The article highlights a key investment theme where larger market capitalization companies tend to outperform smaller ones, specifically noting that the S&P 100 has outperformed the S&P 500, which in turn has outperformed the S&P MidCap 400 over the past three years [1] Group 2 - The author emphasizes the importance of creating engaging and accessible financial content, focusing on thematic investing, market events, and economic data analysis to relate to everyday investors [2] Group 3 - There is a clear distinction made regarding the lack of any financial positions or relationships with the companies mentioned, ensuring that the analysis is independent and unbiased [3][4]