Yield Hunting Newsletter | February 2021 Commentary And Sheets
Summary
The markets were on track for their fourth winning month in a row and eight of the last nine until the last week. The VIX is up substantially as well.
While January was a decent month for discount tightening it was less than what I expected. A lot of externals likely weighed on sentiment and prevented further tightening.
CEF valuations remains "ok…
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