february monthly newsletter

Yield Hunting Newsletter | February 2019 Commentary And Sheets

Yield Hunting Newsletter | February 2019 Commentary And Sheets

Summary

  • We saw one of the sharpest rebounds in the market (all markets) that I can personally ever remember.

  • Discounts on closed-end funds have recovered substantially with the average fund closing in on their 52-week average.

  • Our call on the economy not going into recession seems to be the correct one and the market swoon a Fed-induced bear market.

  • The game plan for the next month is to continue to heal our portfolios and hopefully get back close to new highs, then de-risk some.

  • YH has a bunch of exciting things coming in 2019 so stay tuned!