The closed-end fund space saw a significant narrowing of discounts throughout 2024 as equity markets charged higher and now discounts remain tight heading into 2025. In particular, equity CEFs have se...

Tight credit spreads limit LQD ETF's upside potential in current markets. The Fed is guiding fewer rate cuts for 2025 amid heightened inflation risks. I recommend avoiding buying long-duration corpora...

The iShares iBoxx $ Investment Grade Corporate Bond ETF has underperformed due to its long duration and sensitivity to rate changes amidst inflation. Credit spreads are at historically low levels, off...

Low options-adjusted spread (OAS) of IG bonds limits upside potential and increases downside risk, making them less attractive compared to US Treasury bonds. State taxes on corporate bond interest pay...

Federal Reserve cuts will lead to lower dividend yields on ultra short-term and variable rate investments. Most of these trade with healthy spreads to comparable fixed-rate bonds. Breakevens vary thou...