<![CDATA[Yield Hunting]]>https://www.yieldhunting.comhttps://substackcdn.com/image/fetch/$s_!GZ9V!,w_256,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fbucketeer-e05bbc84-baa3-437e-9518-adb32be77984.s3.amazonaws.com%2Fpublic%2Fimages%2F4dfd9374-956c-450b-84a2-f905dc416eb8_156x156.pngYield Huntinghttps://www.yieldhunting.comSubstackWed, 05 Aug 2026 20:24:41 GMT<![CDATA[Daily Note | August 5, 2026 | MUA Buy, KTF Sell, Tech CEFs Rally ]]>https://www.yieldhunting.com/p/daily-note-august-5-2026-mua-buyhttps://www.yieldhunting.com/p/daily-note-august-5-2026-mua-buyWed, 05 Aug 2026 14:19:24 GMT

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Lots of research and news: Steve at the BondBeat

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]]><![CDATA[Daily Note | August 4, 2026 | BPRE 13D, ASA Activism, No Big Cuts ]]>https://www.yieldhunting.com/p/daily-note-august-4-2026-bpre-13dhttps://www.yieldhunting.com/p/daily-note-august-4-2026-bpre-13dTue, 04 Aug 2026 13:51:33 GMT

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]]><![CDATA[Yield Hunting August 2026 Newsletter | A Violent Correction Presents Opportunity]]>https://www.yieldhunting.com/p/yield-hunting-august-2026-newsletterhttps://www.yieldhunting.com/p/yield-hunting-august-2026-newsletterMon, 03 Aug 2026 03:33:34 GMT

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]]><![CDATA[Daily Note | July 30, 2026 | FOMC Reaction, Korea/Tech Capitulation, PDI Comments, FOF Change ]]>https://www.yieldhunting.com/p/daily-note-july-30-2026-fomc-reactionhttps://www.yieldhunting.com/p/daily-note-july-30-2026-fomc-reactionThu, 30 Jul 2026 14:25:54 GMT

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]]><![CDATA[Daily Note | July 29, 2026 | Fed Day, XFLT Tenders, Goldman/Hercules Bonds ]]>https://www.yieldhunting.com/p/daily-note-july-29-2026-fed-day-xflthttps://www.yieldhunting.com/p/daily-note-july-29-2026-fed-day-xfltWed, 29 Jul 2026 14:53:35 GMT

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Lots of research and news: Steve at the BondBeat

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]]><![CDATA[Daily Note | July 28, 2026 | S Korea Selloff Continues, Robinhood II, PAXS Buy]]>https://www.yieldhunting.com/p/daily-note-july-28-2026-s-korea-selloffhttps://www.yieldhunting.com/p/daily-note-july-28-2026-s-korea-selloffTue, 28 Jul 2026 14:03:36 GMT

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]]><![CDATA[Weekly Commentary | July 26, 2026 | Flah & Crum Raises, Blackrock Specials, New Discount Lows]]>https://www.yieldhunting.com/p/weekly-commentary-july-26-2026-flahhttps://www.yieldhunting.com/p/weekly-commentary-july-26-2026-flahSun, 26 Jul 2026 22:39:13 GMTSummary

  • Market volatility is driven by AI investment concerns, geopolitical tensions, and new tariffs, prompting defensive portfolio shifts and selective buying opportunities.

  • PIMCO Dynamic Income (PDI) trades at its lowest premium in a year, pricing in a potential distribution cut, with the price already reflecting much of the downside.

  • Taxable bond CEFs …

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]]><![CDATA[Daily Note | July 24, 2026 | JOF Buy Again, PIMCO UNII, Flah & Crum Raise ]]>https://www.yieldhunting.com/p/daily-note-july-24-2026-jof-buy-againhttps://www.yieldhunting.com/p/daily-note-july-24-2026-jof-buy-againFri, 24 Jul 2026 16:18:24 GMT

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Lots of research and news: Steve at the BondBeat

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]]><![CDATA[Daily Note | July 23, 2026 | Higher Rate Hedges, RQI Rights, Hercules Bond Offering ]]>https://www.yieldhunting.com/p/daily-note-july-23-2026-higher-ratehttps://www.yieldhunting.com/p/daily-note-july-23-2026-higher-rateThu, 23 Jul 2026 15:51:02 GMT

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]]><![CDATA[Daily Note | July 21, 2026 | S. Korea Unwind, FMN / RFM Hit New Highs, ONEOK Bond]]>https://www.yieldhunting.com/p/daily-note-july-21-2026-s-korea-unwindhttps://www.yieldhunting.com/p/daily-note-july-21-2026-s-korea-unwindTue, 21 Jul 2026 15:15:22 GMT

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]]><![CDATA[Weekly Commentary | July 19, 2026 | GUG Sell, Muni Swaps, MUA/RQI Rights Offerings]]>https://www.yieldhunting.com/p/weekly-commentary-july-19-2026-gughttps://www.yieldhunting.com/p/weekly-commentary-july-19-2026-gugMon, 20 Jul 2026 11:11:10 GMTSummary

  • Geopolitical tensions and AI sector volatility have driven market pullbacks, but earnings growth and lower valuations present attractive entry points.

  • Fixed income CEFs, particularly investment grade and multisector, remain undervalued; I favor TSI, FLC, PCN, FSCO, and FSSL for income portfolios.

  • Muni CEFs have rallied, with several trading at prem…

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]]><![CDATA[Daily Note | July 17, 2026 | Tech Selloff Continues, RQI Rights, Karpus' AFB Stake]]>https://www.yieldhunting.com/p/daily-note-july-17-2026-tech-selloffhttps://www.yieldhunting.com/p/daily-note-july-17-2026-tech-selloffFri, 17 Jul 2026 14:37:09 GMT


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]]><![CDATA[Daily Note | July 16, 2026 | BPRE NAV Adjustment, FTHY Sell, EDD On Fire ]]>https://www.yieldhunting.com/p/daily-note-july-16-2026-bpre-navhttps://www.yieldhunting.com/p/daily-note-july-16-2026-bpre-navThu, 16 Jul 2026 14:13:08 GMT

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]]><![CDATA[Daily Note | July 15, 2026 | FSSL Buy, NXG ATM/Swap, TSI Buy, Ind Bonds, PYLD Turns Three. ]]>https://www.yieldhunting.com/p/daily-note-july-15-2026-fssl-buyhttps://www.yieldhunting.com/p/daily-note-july-15-2026-fssl-buyWed, 15 Jul 2026 15:21:12 GMT

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]]><![CDATA[Daily Note | July 14, 2026 | MFM Takes Over VFL, RMM Swap To RFM, Best Muni CEF Options ]]>https://www.yieldhunting.com/p/daily-note-july-14-2026-mfm-takeshttps://www.yieldhunting.com/p/daily-note-july-14-2026-mfm-takesTue, 14 Jul 2026 15:06:59 GMT

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]]><![CDATA[Weekly Commentary | July 12, 2026 | A Look At Discounts, MMT Increase, JOF Tender]]>https://www.yieldhunting.com/p/weekly-commentary-july-12-2026-ahttps://www.yieldhunting.com/p/weekly-commentary-july-12-2026-aMon, 13 Jul 2026 15:27:32 GMTSummary

  • The S&P 500 gained 1.2% for the week, with tech and energy sectors both advancing despite geopolitical tensions and elevated Q2 earnings expectations.

  • Closed-end fund (CEF) discounts are tightening, with muni CEFs nearing NAV and taxables at a -5.5% average discount, signaling a less attractive entry point for munis.

  • abrdn Multi Market Inc (MMT) ra…

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]]><![CDATA[Daily Note | July 10, 2026 | PDI Rising, Equity CEF Buys, EDF/CHI SELL, TSI Cheap]]>https://www.yieldhunting.com/p/daily-note-july-10-2026-pdi-risinghttps://www.yieldhunting.com/p/daily-note-july-10-2026-pdi-risingFri, 10 Jul 2026 13:53:41 GMT


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]]><![CDATA[Daily Note | July 9, 2026 | Discounts, ASA / Gold Comments, NVDA Buy ]]>https://www.yieldhunting.com/p/daily-note-july-9-2026-discountshttps://www.yieldhunting.com/p/daily-note-july-9-2026-discountsThu, 09 Jul 2026 14:02:49 GMT

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Lots of research and news: Steve at the BondBeatup

Despite greater geopolitical risks following a restart of attacks on Iran, and higher oil prices, markets are pointed up. Semiconductors are rallying for a change as the SMH is up 3.5%, and other hot names like Micron and Sandisk up more than 4%.

The S&P 500 is less than two percent away from new all-time highs, but other indices are down more. The XLK, tech sector SPDR ETF, is down 8.5% from its early June high. Small caps are about 2.3% from a new high.

Chart
Data by YCharts

The Fed minutes were released yesterday and indicated that the majority of the participants favored giving out less information (”Fedspeak”) including less speeches and interviews.

The minutes also suggested that the Fed has no idea what is going to happen and will adjust course as the data comes in.

Citi came out and is arguing that the labor market is weakening and that the Fed will shift from focusing on inflation to supporting the jobs. They said June U.S. payrolls weakened sharply, eroding the case for further Fed hikes, while easing oil, rents, and potential core PCE methodology revisions may reduce measured inflation.

Citi pointed to June nonfarm payrolls rising just 57,000, well below expectations. The prior two months were also revised down by a combined 74,000. Following the revisions, the three-month average pace of job growth eased to about 111,000 per month, down sharply from more than 180,000 previously. The unemployment rate fell to 4.189% in June from 4.296%, but Citi attributed the decline mainly to a drop in the labor force participation rate to 61.5% from 61.8%. Citi estimated that if participation had held steady, the unemployment rate would have climbed above 4.5%.

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]]><![CDATA[Daily Note | July 8, 2026 | Two Buffers To Buy, RiverNorth Unicorns, AFB Earnings, ADX/NXG Sells ]]>https://www.yieldhunting.com/p/daily-note-july-8-2026-two-buffershttps://www.yieldhunting.com/p/daily-note-july-8-2026-two-buffersWed, 08 Jul 2026 13:47:07 GMT

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]]><![CDATA[Daily Note | July 7, 2026 | AEF Trim, USA/ASG Hike, BPRE/FSSL Buys]]>https://www.yieldhunting.com/p/daily-note-july-7-2026-aef-trim-usaasghttps://www.yieldhunting.com/p/daily-note-july-7-2026-aef-trim-usaasgTue, 07 Jul 2026 14:16:17 GMT

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