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Yield Hunting Newsletter | January 2021 Commentary And Sheets

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Yield Hunting
Mar 26, 2021
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Summary

  • The markets experienced the best two-month period since the end of WWII with a 60-day gain of 15%.

  • Discounts continue to tighten up, though the trend has slowed materially in what is traditionally the best period for them- the last ten trading days of the year.

  • CEF valuations are tracking very closely to last year starting December at -3.6% for bon…

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