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Daily Note | May 8, 2025 | Putnam Bumps, Saba Buying Up DMA, Muni CEF Swaps
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PIMCO Update | May 2025 | Valuations Remain Compelling, NAVs Resilient
My largest positions (in order): PTY, PCN, PDI, PHK
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Daily Note | May 7, 2025 | FSCO NAV Jump, BDC Notes.
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Daily Note | May 6, 2025 | FINS Rights, PIMCO
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Weekly Commentary | May 4, 2025 | Some Months You Get Years Of Returns
Summary
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Daily Note | May 2, 2025 | Minor Distribution Changes, NAVs Booming, NPFD Sell
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Yield Hunting Newsletter May 2025 | May Flowers After A Rainy April?
"Things get bad for all of us, almost continually, and what we do under the constant stress reveals who and what we are."
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Daily Note | May 1, 2025 | End Of A Rough Month, PIMCO.
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April 2025

Daily Note | April 29, 2025 | PIMCOs, JP Morgan Goes Bullish
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Weekly Commentary | April 27, 2025 | Market Healing Continues
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1
Daily Note | April 25, 2025 | NAV Performance, New Indiv Bonds, FSSL A New FSCO?
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First Trust HY Opps 2027 (FTHY): A Better Way To Play High Yield
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