Recently, Berkshire Hathaway issued fixed rate debt to replace floating rate debt. This likely means Warren Buffet believes there is risk to short term rates.
Annaly, with one of the most astute managements in understanding rates, decided to issue shares. Annaly's management has had pretty good timing in the past with their share issuance (ie they tend to issue shares closer to the top). Annaly makes a lot of money when short rates are at zero, likely meaning that management believe there is risk to short rates . The smart money is betting on higher short rates.