Sitemap - 2023 - Yield Hunting
Daily Note | Dec 29, 2023 | NMCO And NMZ Look Fantastic Here
Daily Note | Dec 28, 2023 | Going A Bit Longer On Individual Bonds
The Portfolio Playbook For A Policy Pivot
GDO: A Term Fund That Is A Play On Rates
Daily Note | Dec 22, 2023 | Eaton Vance Joins The Party
Daily Note | December 21, 2023 | Some Swap Ideas
Daily Note | December 20, 2023 | Risk Reward In Focus
Daily Note | December 19, 2023 | GDO Looks Compelling Here / Muni CEFs
Buffer And Defined Outcome ETFs
Weekly Commentary | December 17, 2023 | How To Identify If Low Coverage Ratios Are A Red Flag
Daily Note | December 15, 2023 | Floaters Still Have Legs
Daily Note | December 14, 2023 | The Fed Declare 'Mission Accomplished'
PIMCO Update | November 2023 | PDI's Distribution Reliant On Its ATM
Daily Note | December 12, 2023 | CPI Day, Loan Funds Raise. And Cut
Weekly Commentary | December 10, 2023
Daily Note | Dec 8, 2023 | GIM A Good Buy Here
Daily Note | Dec 6, 2023 | Blackrock CEF Coverage And Court Case Lost.
December 2023 Newsletter | 'A November To Remember'
Daily Note | Dec 6, 2023 | Yields Continue To Fall
Daily Note | December 5, 2023 | China Sees Outlook Move To Negative
Weekly Commentary | December 3, 2023 | CEF Discounts Take A Breather
PIMCO Update | November 2023 | PDI's Distribution Reliant On Its ATM
Daily Note | December 1, 2023 | Will The Narrative Shift Back?
Daily Note | November 30, 2023 | PCE Inflation Moderates Further
Daily Note | November 29, 2023 | Yields On The Decline
Daily Note | Novmber 28, 2023 | Lots Of Fed Speakers And Data Coming
PIMCO Update | November 2023 | PDI's Distribution Reliant On Its ATM
Daily Note | November 22, 2023 | NRGX Is Now PDX
Daily Note | November 21, 2023 | Yields Breaking Lower
Weekly Commentary | November 19, 2023 | Time For Muni CEFs
Daily Note | Nov 17, 2023 | Last Day For FDEU
Daily Note | November 16, 2023 | Economic Data Weakening
Daily Note | November 15, 2023 | Blackrock Bumps Yields Big
Daily Note | November 14, 2023 | CPI Falls A Bit More Than Expect, Risk Assets Take Off
Weekly Commentary | November 12, 2023 | Saba Wins Again
Daily Note | November' 10, 2023 | Abrdn Cuts Distributions, JPow Drops Bombs
Daily Note | November 9, 2023 | Bill Gross Like Regional Banks
Daily Note | November 8, 2023 | AFT/AIF Being Acquired. The Details.
Daily Note | November 7, 2023 | Three CEFs Lost Their Lives Today (JPT, JPS, GIM)
Weekly Commentary | November 5, 2023 | A Panic Buying Frenzy In CEFs
PIMCO Update | October 2023 | Valuations Take A Tumble
November 2023 Newsletter | Closer To The Edge
Daily Note | November 2, 2023 | CEF Distribution Day Was A Non-Event
Daily Note | November 3, 2023 | CMU And CXH Tender Math
Daily Note | November 1, 2023 | Happy Fed Day And Refunding Day!
Daily Note | October 31, 2023 | Another Down Month For Stocks
iBonds/ BulletShares Are "Okay" (At Best) Replacements For Individual Bonds
Weekly Commentary | October 29, 2023 | Muni CEFs Hit The 100th Percentile
Daily Note | Oct 26, 2023 | The Decline Continues
Daily Note | October 25, 2023 | Reduced Some Risk / Added To Hedges
Daily Note | October 24, 2023 | Nuveen Pumps Up Muni Distributions
Weekly Commentary | October 22, 2023 | "Proceed Carefully"
Daily Note | October 20, 2023 | Some Individual Bond Options Above 7.0%, No BBB-, Medium Maturities
Daily Note | October 19, 2023 | 10-Yr Approaches 5%
CEF Report | October 2023 | Discount Double Check
Daily Note | October 18, 2023 | FHLB At 7.00%!!
Daily Note | October 17, 2023 | GOF Gets Gutted. Some Bond Recs.
Weekly Commentary | October 15, 2023
Daily Note | Oct 13, 2023 | Apollo Floaters Raise Again
Individual Bond Options For A 3-10 Year Corporate IG Bond Ladder
Daily Note | October 12, 2023 | IHIT Looks Like A Buy Here
Daily Note | October 11, 2023 | Muni Destination Options For Tax Loss Harvesting
Daily Note | October 10, 2023 | War Sparks A Flight To Safety
Weekly Commentary | October 8, 2023
Daily Note | October 6, 2023 | PHK Looks Highly Attractive Here
Daily Note | October 5, 2023 | Bond Market Bloodbath Spreading To High Yield
Daily Note | Oct 4, 2023 | Treasury Sell Off Accelerates, Shows Signs Of Capitulation
October 2023 Newsletter | Lots Of Headwinds Mounting. Will One Be The Catalyst?
Weekly Commentary | October 1 - Will PIMCO Funds Ever Recover?
Morning Note | September 29, 2023 | Check Out PCN For Another Potential Buy
Morning Note | September 28, 2023 | NRGX Soars On NAV Adjustment
Morning Note | September 27, 2023 | FSCO Moves Back To Buy Territory
Morning Note | September 26, 2023 | Interest Rates Jump Causing More Bond Pain
Weekly Commentary | September 24, 2023 | NRGX Becomes PDX
Morning Note | September 22, 2023 | Some Decent Buy Options In Taxable CEFs
Morning Note | September 21, 2023 | FMY Hikes By 8%
Morning Note | September 20, 2023 | Western Funds And Morgan Stanley Boosts Distributions
Morning Note | September 19, 2023 | The Narrative Begins To Shift
Weekly Commentary | September 17, 2023
Morning Note | September 15, 2023 | Nuveen UNII Report Shows Same Trends
Morning Note | Sept 14, 2023 | Loans Still Working As An Inflation/Rate Hedge
Morning Note | September 13, 2023 | Hotter Than Expected Core
Morning Note | September 12, 2023 | DMO Plunges For Now Reason. AFT, ARDC, BANK Raise.
Weekly Commentary | September 10, 2023
Morning Note | September 8, 2023 | Government Agency Bonds Vs. Treasuries
Guest Post: Two Attractive Equity CEFs With Fixed Leverage Costs
Morning Note | September 7, 2023 | Carlyle Credit Inc (CCIF) Is Another CLO Equity Fund With Risk
Morning Note | September 6, 2023 | PIMCO Shareholder Reports Shows Their Weaknesses
Weekly Commentary | September 3, 2023 | A Couple Of Large Distribution Changes Open Up Opportunities
September 2023 Newsletter | Are We Out Of The Woods Or Just Entering?
Morning Note | September 1, 2023 | ZTR Following RA Cutting Distribution BIG
Morning Note | August 31, 2023 | Following Two Days Of Massive Falls, RA Looks Interesting
Morning Note | August 30, 2023 | Brookfield Real Assets (RA) Slashed Distribution
Morning Note | August 29, 2023 | FPF Looks Good Here. Three Bond Picks
PIMCO August 2023 Report | Valuations Come Back Down But Still Not Compelling
Weekly Commentary | August 27, 2023 | Not Much Movement, But Saba Making Moves
Morning Note | August 25, 2023 | Some Decent Buys, One Sell
CEF Report Aug 2023 | Taxables Get Bought And Are Not Very Compelling. Munis Look Best
Morning Note | Aug 23, 2023 | Nuveen Taxables Look Good. NZF Best In Class Muni CEF
Morning Note | Aug 22, 2023 | FMY Raises The Distribution By +13.8%
Weekly Commentary | August 20, 2023
Morning Note | August 18, 2023 | Stocks Don't Outperform T-Bills?
Morning Note | Aug 17, 2023 | PIMCO UNII Continues to Show Weak Trends with Rich Valuations
Muni Closed End Fund Update - August 2023
Morning Note | Aug 16, 2023 | Taxable CEFs Looking More Like Sells Than Buys
Morning Note | Aug 15, 2023 | Preferred CEFs (FLC, JPI) And Zions Baby Bonds (ZIONL) Look Attractive
Weekly Commentary | August 13, 2023
Morning Note | Aug 11, 2023 | A Look At IHIT And DMA
Morning Note | Aug 10, 2023 | Inflation Reaccelerates But Less Than Expected
Morning Note | Aug 9, 2023 | Added A New Bond, Pacificorp 5.5% 2054 (695114DA3)
Morning Note | Aug 8, 2023 | Moody's Downgrades Banks, Preferreds Get Hit.
Weekly Commentary | Aug 5, 2023 | Lots Of Decent Boosts In Distributions This Month
Morning Note | Aug 3, 2023 | Rates Moving Higher But Muni CEFs Are Being Bought
Morning Note | Aug 4, 2023| Muni CEF Buy Options
August 2023 Newsletter | Valuations Have Likely Peaked, Will Earnings Start Helping?
Morning Note | August 2, 2023 | US Gets Downgraded By Fitch, Western Asset Increases Payouts
Weekly Commentary | July 30, 2023 | Not Much Enticing In Taxable CEFs
Weekly Commentary | July 30, 2023 | Not Much Enticing In Taxable CEFs.
Morning Note | July 28, 2023 | Saba Continues To Build Large CEF Positions
Morning Note | July 27, 2023 | DSM & LEO Cut Big.
Morning Note | July 26, 2023 | Fed Day!
Weekly Commentary | July 23, 2023
Morning Note | July 21, 2023 | PIMCO Coverage And Valuation Update
CEF Report July 2023 | Valuations Are Up But Value Remains. Caution Still Warranted
Morning Note | July 19, 2023 | Hitting Extreme Optimism
Weekly Commentary | July 16, 2023
Let's Build A Bond Portfolio Together: Main Street Capital 2026 Bonds, Yield 7.5%
Weekly Commentary | July 9, 2023
July 2023 Newsletter | Summertime Cruising May Catch Some Off Guard
Weekly Commentary | June 25, 2023
Weekly Commentary | June 18, 2023
Weekly Commentary | June 11, 2023
Weekly Commentary | June 4, 2023
June 2023 Newsletter | The Playbook Stays The Same
Weekly Commentary | May 28, 2023
Weekly Commentary | May 21, 2023
Individual Bond Opportunities - May 2023
Weekly Commentary | May 14, 2023
Weekly Commentary | May 7, 2023
CEF Report | Buy In May And Go Away?
May 2023 Newsletter | What's Priced In At This Point May Shock Markets
Weekly Commentary | April 30, 2023
PIMCO Update | April 2023 | Taxables Get Hit Again While Munis Are A Mystery
Weekly Commentary | April 23, 2023
Quick Preferreds Update | April 2023 | Stabilization And Opportunities
Individual Bonds Help Lock You In Higher Yields While Reducing Risk
Morning Note | April 18, 2023 | DMO Earnings Calculation
Weekly Commentary | April 16, 2023
Tuesday's Note | April 11, 2023
Weekly Commentary | April 9, 2023
April 2023 Newsletter | Back To Soft Landing Scenario But Recession Now Far More Likely
Morning Note | April 4, 2023 | Distribution Cuts Continue But Not As Deep
Weekly Commentary | April 2, 2023
Bendable Not Breakable | Your Guide To Locking In Juicy Yields Part III | Preferreds
Weekly Commentary | March 25, 2023
Friday's Note March 24, 2023 | Fear Over Facts
Morning Note | March 23, 2023 | IHIT And IHTA Get Dirt Cheap
Morning Note | March 21, 2023 | Quick Update on FPF
Weekly CEF Commentary | March 19, 2023
Weekly Commentary | March 19, 2023
Morning Note | March 16, 2023 | Adjustments To Core For Safety
Weekly Commentary | March 12, 2023
CEF Report March 2023 | The Terminal Rate Moving Higher Means CEFs Are Still At Risk
Weekly Commentary | March 5, 2023
Morning Note | March 2, 2023 | Muni CEFs Get Cut Again
March 2023 Newsletter | No Landing Is Starting To Be Priced In. Seriously?
Morning Note | February 28, 2023
Weekly Commentary | February 26, 2023
PIMCO January Update | Coverage Drops But That's Not The Concern
Friday's Note | February 24, 2023
Morning Note | February 23, 2023
Morning Note | February 22, 2023
Weekly Commentary | February 19, 2023
Our Favorite Options For Large Cap Equity Exposure - JEPI
Friday Note | February17, 2023 | PIMCO Coverage Quicktake
Morning Note | February 16, 2023 | Comments on NID/NIQ and Neuberger Berman Muni Cuts
Morning Note | Feb 14, 2023 | KIO Rights Offering Expiration, Mergers
Weekly Commentary | February 12, 2023
CEF Report February 2023 | The January Effect Didn't Disappoint
Morning Note | February 9, 2023
Morning Note | February 8, 2023 | Two Sell Alerts - PPT, BLW
Morning Note | February 7, 2023 | Bought More FSCO, Sell WEA, RMI, OIA. Watch TSI.
Weekly Commentary | February 5, 2023 | Update To Active Income Portfolio
Morning Note | Feb 2, 2023 | More Bumps Than Trims On CEF Distribution Day
Morning Note | Feb 2, 2023 | More Bumps Than Trims On CEF Distribution Day
February 2023 Newsletter | The Soft Landing Is Priced In, Adjust Risk Accordingly
Morning Note | February 1, 2023 | Fed Day and CEF Distribution Announcement Day
Morning Note | January 31, 2023
Weekly Commentary | January 29, 2023
Morning Note | January 27, 2023 | Update On NID and NIQ
Morning Note | January 26, 2023 | Corp Bond and Muni CEF Picks
PIMCO Quick Take | December 2022 UNII Report
Morning Note | January 25, 2023
Morning Note | January 24, 2023
Weekly Commentary | January 22, 2023
Morning Note | January 20, 2023 | Some Individual Preferred Options
Morning Note | January 18, 2023 | Investment Grade Corp Bond Options Instead of Indiv Bonds
Morning Note | January 19, 2023 | New JP Morgan Corp Bond at 5.0%, 2-Years of Call Protection
Weekly Commentary | Jan 15, 2023
CEF Report | January 2023 | PIMCO Drops The Guillotine
Morning Note | January 13, 2023| Discussion On FSCO
Morning Note | January 12, 2023 | CPI Day | Corporate Bond Update
Morning Note | January 11, 2023
Morning Note | January 10, 2023 | Made Some Trades
Weekly Commentary | January 8, 2023
Morning Note | January 6, 2023
January 2023 Newsletter | Our Income Investing Playbook For 2023 | Plan For This Service
Morning Note | January 5, 2023