AG-YH

I tendered my JOF shares. Added to RMMZ/RFMZ/MFM in munis, Added to FSSL in taxables. I'm not sold that the yields will go...

My concern is that we see a sustained downturn in discounts like we did in 2022-2023. However, I can't foresee it being the same...

New 52-week lows in discounts in 10 funds: AVK, CIK, CXH, EMO, JCE, NRO, PGP, STEW, USA, VBF New 52-week highs in discounts in 5...

I think it’s all the competition from the ETF space with so many new high income ETFs coming out. For example, JEPI, DIVO, GPIX, IDVO.

Commented in today's note: Distribution increases at Virtus. - Virtus AI &Tech Opp (AIO): +20.0% to $0.18 - Virtus Equity &...

Yikes. Way too much CLO, and specifically CLO equity. I would note there is a HUGE difference between owning something like JAAA and...

Yes, about 70% is dollar/eur and most of the remainder dollar/pound.

Mostly smoke in mirrors fund accounting. The forwards contracts on the currency hedges move daily and price in the movement of the...

The NAV on PDI is a concern but I think its a function of the duration and higher rates. But in times like these, the distribution can...

I've been doing a deep dive on it. Hard to see the value until we get NAV performance and that will take time. I think the immediate...

As expected, we saw the coverage ratios on the taxables (excluding PCM, RCS, PGP) improve as the US dollar rose relative to the euro and...

BRW is a leveraged widget of SABA with a lot of overlap among the holdings. Both funds have significant exposure to digital currency -...

Did you sell your MSFT calls? I trimmed my tech exposure back by selling some QQQ, I also sold out of my NMAR position, the...

The guys at Matisse have put up good numbers, but I've never been a big fan of quantitative strategies in regards to owning CEFs...

Check out YYY.