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Past articles by Alpha:
CEF Report February 2023 | The January Effect Didn't Disappoint
The January Effect boosted the valuation of most areas of the CEF market. Taxable bond CEFs have rallied strongly while leaving munis behind. Click here for our picks. → Read More
PIMCO Muni CEFs (Finally) Re-Rate For The New Environment
PIMCO finally did it. They chopped the muni CEF distribution by up to 45%. Click here to see some muni CEFs outside of PIMCO. → Read More
Some Preferred Ideas For 'Locked In' ~6.5% Yields
Today’s spiking 2-year Treasury yields are due to yesterday’s Fed Chair press conference, where Powell said the FOMC is revising upward. Click here to read more. → Read More
CEF Weekly Commentary: Discounts Hit Lows Of The Cycle
Major indices were mostly lower on the week as the earnings season unofficially has begun and we also saw a hotter-than-expected CPI. Read more here. → Read More
CDC ETF: Large Cap Dividend Exposure With Less Risk? Not So Sure
CDC reduces risk to the equity markets without sacrificing a bunch of the upside. Read why the ETF is a hold. → Read More
Yield Hunting CEF Weekly Commentary
Stocks rallied hard again this week. I took the opportunity to start to trim some gains in my small-cap and tech stocks. Check out my CEF weekly commentary. → Read More
Investment Strategy By Economic Regime
The US economy can be characterized by late cycle with a stagflationary regime. Check out where to invest in these current stagflationary market environment. → Read More
Yield Hunting Weekly CEF Commentary
Discounts were largely flat on the week, with muni bond CEFs rallying slightly and taxables/equities barely budging. Check out a few CEF recommendations here. → Read More
CEF Report July 2022: Not Safe To Tread In Taxables Just Yet
CEF NAVs took a big hit in June and continue to show downward trends as they have for most of this year. That trend is driven by wider spreads. → Read More
YH CEF Weekly Commentary
CEF discounts continue to meander without direction for most of the last few months (outside of the mid-May one-week swoon). Read more here. → Read More
Muni CEFs Look Better (And Buyable) But Not Great (NYSE:DMB)
Muni CEFs have taken quite the beating this year and discounts have widened out - though not nearly as much as I would have expected. Read more here. → Read More
Weekly Yield Hunting CEF Commentary
We had another down week nearly across all asset classes with the markets shedding nearly 3% and the Nasdaq nearly 4%. Find the top buys and sells of the week. → Read More
Muni CEF Update April 2022: Still No Capitulation But Cuts Have Started Up
Muni CEFs have been beaten up so far in 2022. This is the worst 3-month period in a non-recessionary environment for 3 decades. Check out our picks here. → Read More
Eagle Credit Company Baby Bonds Are Attractive Plus Preferred Market Update (NYSE:ECCX)
Preferred stocks had a strong November, along with most asset classes. ECCX is a CEF baby bond with a 6.68% coupon trading below par and a 2028 maturity date. → Read More
Aberdeen Global Infrastructure (ASGI): Too New But Early Results Promising (NYSE:ASGI)
ASGI is a global infrastructure equity fund with a large amount of utility and industrial company common shares. → Read More
CEF Report December 2020: What's Next After A Spectacular Month?
November was one of the best months for markets in general and that includes CEFs, which rallied hard. Our Core Portfolio was up 7.2% in the month. → Read More
Why It May Be Time To Finally Invest In The 'Higher-Risk' PIMCO CEFs: Part 1
The higher-risk funds from PIMCO - PGP, PHK, and RCS - have been untouchable for some time due to their high premiums. → Read More
Municipal Market And CEF Update
Municipal bonds are still looking like a compelling piece of the CEF market despite the prospect of higher interest rates. → Read More
Guggenheim Taxable Muni: A Quality Fund That Is Slowly Changing (NYSE:GBAB)
GBAB is a great long-term performer with high-quality characteristics. The fund is up over 8.7% YTD on price and 5.3% on NAV. → Read More
Paycheck Replacement For Retirement
How to avoid the fluctuations and secure your retirement through self-annuitization We prioritize fixed income cash flow over dividend equities. → Read More