Weekly Commentary | June 22, 2025 | BHK Rights, Munis, China Liquidation

Jun 22, 2025

∙ Paid

Summary

I remain bullish on international stocks, commodities, and tech, while viewing current CEF market volatility as a buying opportunity for discounted funds.
Muni CEFs are attractive due to record issuance pressuring prices, creating compelling entry points, especially as supply is likely to moderate later this year.
I expect the Fed to cut rates more…