<![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.comSubstackSat, 19 Sep 2026 23:43:12 GMT<![CDATA[Daily Note | Sept 18, 2026 | TSI Buy, NMCO Note, JOF Opportunity ]]>https://www.yieldhunting.com/p/daily-note-sept-18-2026-tsi-buy-nmcohttps://www.yieldhunting.com/p/daily-note-sept-18-2026-tsi-buy-nmcoFri, 18 Sep 2026 14:36:25 GMT

New Discord Link: Join the Yield Hunting Discord Server!

Lots of research and news: Steve at the BondBeat

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]]><![CDATA[Daily Note | Sept 17, 2026 | Fed Moves, Time To Add Duration? ]]>https://www.yieldhunting.com/p/daily-note-sept-17-2026-fed-moveshttps://www.yieldhunting.com/p/daily-note-sept-17-2026-fed-movesThu, 17 Sep 2026 14:07:41 GMT

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Lots of research and news: Steve at the BondBeat

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]]><![CDATA[Daily Note | Sept 16, 2026 | Fed Day, CEF Losses, PDI Cut Thoughts ]]>https://www.yieldhunting.com/p/daily-note-sept-16-2026-fed-day-cefhttps://www.yieldhunting.com/p/daily-note-sept-16-2026-fed-day-cefWed, 16 Sep 2026 15:51:54 GMT

New Discord Link: Join the Yield Hunting Discord Server!

Lots of research and news: Steve at the BondBeat

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]]><![CDATA[Daily Note | Sept 15, 2026 | FOMC On Deck, CEF Bloodbath ]]>https://www.yieldhunting.com/p/daily-note-sept-15-2026-fomc-on-deckhttps://www.yieldhunting.com/p/daily-note-sept-15-2026-fomc-on-deckTue, 15 Sep 2026 15:02:30 GMT

New Discord Link: Join the Yield Hunting Discord Server!

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]]><![CDATA[Weekly Commentary | Sept 13, 2026 | Abdrn Changes, BCAT Rights, BANX Special]]>https://www.yieldhunting.com/p/weekly-commentary-sept-13-2026-abdrnhttps://www.yieldhunting.com/p/weekly-commentary-sept-13-2026-abdrnSun, 13 Sep 2026 23:43:46 GMTSummary

  • CEF discounts have widened to -7.1%, the deepest since March, driven by rising rates, volatility, and early tax loss harvesting pressures.

  • Accumulating high-quality taxable bond CEFs at wider discounts is compelling, especially as short-term rates peak and NAVs remain tethered.

  • abrdn EM Ex-China (AEF) raised its distribution by 13% to $0.26, reflec…

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]]><![CDATA[Daily Note | Sept 11, 2026 | CPI Day, BCAT Rights, BMN/FFA Raise, VCX Look ]]>https://www.yieldhunting.com/p/daily-note-sept-11-2026-cpi-day-bcathttps://www.yieldhunting.com/p/daily-note-sept-11-2026-cpi-day-bcatFri, 11 Sep 2026 15:04:08 GMT

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Lots of research and news: Steve at the BondBeat

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]]><![CDATA[Daily Note | Sept 10, 2026 | MLP Hedge, Q&A On Munis ]]>https://www.yieldhunting.com/p/daily-note-sept-10-2026-mlp-hedgehttps://www.yieldhunting.com/p/daily-note-sept-10-2026-mlp-hedgeThu, 10 Sep 2026 17:15:18 GMT

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]]><![CDATA[Daily Note | Sept 9, 2026 | BPRE Catalyst?, New Lows List, New Issue Bonds ]]>https://www.yieldhunting.com/p/daily-note-sept-9-2026-bpre-catalysthttps://www.yieldhunting.com/p/daily-note-sept-9-2026-bpre-catalystWed, 09 Sep 2026 15:07:24 GMT

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]]><![CDATA[Weekly Commentary | Sept 7, 2026 | ASA Conversion, FSCO, GOF]]>https://www.yieldhunting.com/p/weekly-commentary-sept-7-2026-asahttps://www.yieldhunting.com/p/weekly-commentary-sept-7-2026-asaTue, 08 Sep 2026 00:57:04 GMTSummary

  • Markets remain focused on the Fed, but earnings momentum is driving equities higher despite macro uncertainties and elevated rates.

  • Taxable closed-end funds (CEFs) are trading at unusually wide discounts, especially in multisector, high yield, and preferreds, while munis and convertibles are relatively expensive.

  • Guggenheim Strategic Opp (GOF) disc…

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]]><![CDATA[Daily Note | Sept 4, 2026 | FINS Shareholder Letter, EMO, OXLCZ Redemption, BPRE Note ]]>https://www.yieldhunting.com/p/daily-note-sept-4-2026-fins-shareholderhttps://www.yieldhunting.com/p/daily-note-sept-4-2026-fins-shareholderFri, 04 Sep 2026 14:27:58 GMT

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]]><![CDATA[Daily Note | Sept 3, 2026 | Remain Bullish, PWRL, PE CEFs ]]>https://www.yieldhunting.com/p/daily-note-sept-3-2026-remain-bullishhttps://www.yieldhunting.com/p/daily-note-sept-3-2026-remain-bullishThu, 03 Sep 2026 14:10:34 GMT

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]]><![CDATA[Daily Note | Sept 2, 2026 | Distribution Changes, NFJ Tender, BOT Focus ]]>https://www.yieldhunting.com/p/daily-note-sept-2-2026-distributionhttps://www.yieldhunting.com/p/daily-note-sept-2-2026-distributionWed, 02 Sep 2026 14:09:22 GMT

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]]><![CDATA[Yield Hunting September 2026 Newsletter | Don't Let The Debt Bogeyman Scare You ]]>https://www.yieldhunting.com/p/yield-hunting-september-2026-newsletterhttps://www.yieldhunting.com/p/yield-hunting-september-2026-newsletterWed, 02 Sep 2026 04:03:24 GMT
Inflation and tax concept Rising inflation rates graph. Global economy recession. interest rate, business, finance and investment background. Stack of coins money with financial graph and copy space

Tippapatt/iStock via Getty Images

“Knowledge speaks, but wisdom listens.” — Jimi Hendrix

SUMMARY

  • The narrative remains the same: geopolitical events are driving up oil prices, which are driving up inflation expectations, which is driving up inflation, which are driving up rates, which is driving down multiples.

  • The rise in yields is being billed as a reacti…

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]]><![CDATA[Daily Note | September 1, 2026 | Global Bond Selloff, Nuveen Name Changes, Winners/Losers Of Aug. ]]>https://www.yieldhunting.com/p/daily-note-september-1-2026-globalhttps://www.yieldhunting.com/p/daily-note-september-1-2026-globalTue, 01 Sep 2026 13:44:15 GMT

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]]><![CDATA[Weekly Commentary | August 30, 2026 | Saba Wants BPRE, NMCO Rights, PIMCO Annuals]]>https://www.yieldhunting.com/p/weekly-commentary-august-30-2026https://www.yieldhunting.com/p/weekly-commentary-august-30-2026Sun, 30 Aug 2026 22:55:42 GMT

New Discord Link: Join the Yield Hunting Discord Server!

Lots of research and news: Steve at the BondBeat

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]]><![CDATA[Daily Note | August 28, 2026 | BPRE Look, PSUS Holdings, Tech CEFs ]]>https://www.yieldhunting.com/p/daily-note-august-28-2026-bpre-lookhttps://www.yieldhunting.com/p/daily-note-august-28-2026-bpre-lookFri, 28 Aug 2026 14:28:48 GMT

New Discord Link: Join the Yield Hunting Discord Server!

Lots of research and news: Steve at the BondBeat

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]]><![CDATA[Daily Note | August 27, 2026 | NVDA Blowout, NMCO Rights, MUA Post-Rights. ]]>https://www.yieldhunting.com/p/daily-note-august-27-2026-nvda-blowouthttps://www.yieldhunting.com/p/daily-note-august-27-2026-nvda-blowoutThu, 27 Aug 2026 13:41:06 GMT

New Discord Link: Join the Yield Hunting Discord Server!

Lots of research and news: Steve at the BondBeat

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]]><![CDATA[Daily Note | August 26, 2026 | PCE Day, PIMCO UNII, Floating Rate Funds ]]>https://www.yieldhunting.com/p/daily-note-august-26-2026-pce-dayhttps://www.yieldhunting.com/p/daily-note-august-26-2026-pce-dayWed, 26 Aug 2026 18:11:27 GMT

New Discord Link: Join the Yield Hunting Discord Server!

Lots of research and news: Steve at the BondBeat

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]]><![CDATA[Weekly Commentary | August 23, 2026 | MUA Rights, Munis, PTA And BIT Buys ]]>https://www.yieldhunting.com/p/weekly-commentary-august-23-2026https://www.yieldhunting.com/p/weekly-commentary-august-23-2026Mon, 24 Aug 2026 14:32:07 GMT

New Discord Link: Join the Yield Hunting Discord Server!

Lots of research and news: Steve at the BondBeat

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]]><![CDATA[Daily Note | August 21, 2026 | GOF Update, MUA Rights, BANX NAV, BRW/SABA Merger ]]>https://www.yieldhunting.com/p/daily-note-august-21-2026-gof-updatehttps://www.yieldhunting.com/p/daily-note-august-21-2026-gof-updateFri, 21 Aug 2026 13:42:46 GMT

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