Yield Hunting Newsletter December 2024 | Will The Party Continue?

Summary

• To keep it pithy, the markets are a bit rich here but I don't see the excesses in most of the economy that would cause a large macro event- with.

• **Performance Highlights:** Our strategy outperformed, with a 50/50 portfolio yielding 20.5% in 2024, driven by strong returns from individual bonds and CEFs.

• The conclusion is clear: the combination of o…