AAIC News and Press, Arlington Asset Investment Corp Class A (new) From 03/02/21

The mortgage REIT preferreds space went through a roller coaster ride in 2020 which has opened up attractive opportunities in the sector. Arlington Asset Investment preferreds, particularly the 8.25% Series C - AAIC.PC - continue to trade very cheap relative to its credit metrics. ...

During February, we placed a handful of trades in the mortgage REIT preferred shares. We recently picked up shares of ARR-C and NRZ-B. We'll highlight the index cards and commentary on those positions. In February we also closed out positions in NYMTP, TWO-E (which was called) and...

U.S. equity markets were broadly lower on a choppy week after encouraging coronavirus data and positive vaccine news triggered a "reopening rotation" that sent Treasury yields soaring to mid-pandemic highs. Declining for the second-straight week, the S&P 500 retreated by 2.5%, whi...

We trade our mortgage REIT positions based on shifting price-to-book ratios. It’s a great technique. It’s like counting cards, except we get to use machines, and some people think they sat down to play "Go Fish." We will share one of our recent adjustments in our por...

U.S. equity markets retreated from all-time-highs this week as interest rates and inflation expectations jumped to mid-pandemic highs amid a Southern 'Deep Freeze' and a slate of strong economic data. Declining on all four trading days this week, the S&P 500 retreated by 0.7% this...

Pricing between the different series of NLY preferred shares is absurd. NLY-G values are much too close to NLY-F and NLY-I. Investors in NLY-G can get a dramatically better risk-adjusted rate of return by swapping to NLY-F or NLY-I. The payback period on the upgrade is less than t...

The following slide deck was published by Arlington Asset Investment Corp. in conjunction with their 2020 Q4 earnings call. For further details see: Arlington Asset Investment Corp. 2020 Q4 - Results - Earnings Call Presentation

Arlington Asset Investment (AAIC): Q4 Non-GAAP EPS of $0.12; GAAP EPS of $0.32.Net interest income of $6.41M (+69.6% Y/Y)Press Release For further details see: Arlington Asset Investment reports Q4 results

Arlington Asset Investment Corp. Reports Fourth Quarter and Full Year 2020 Financial Results PR Newswire MCLEAN, Va. , Feb. 16, 2021 /PRNewswire/ -- Arlington Asset Investment Corp. (NYSE: AAIC) (the "Company" or " Arlington ") today reported net income avail...

U.S. equity markets rallied to all-time highs this past week, propelled by a historically strong slate of corporate earnings, encouraging coronavirus trends, and economic data showing muted inflationary pressure in early 2021. Adding to its nearly-5% rally in the prior week, ...