Weekly Commentary | January 17, 2020

Mar 26, 2021

∙ Paid

Summary

Macro picture remains fluid with the VIX stubbornly high.
Discounts have stabilized a bit here and haven't had much of a Jan Effect yet.
Floating rate remains best positioned sector. Look at PHD, BGB, BSL, and BGT.
Mortgages look good here as they've had weaker NAVs of late. DMO and OPP look interesting.

We saw a late day decline on Fr…