High Yield Spotlight
When tariffs stress EM credit and domestic HY in the same move, a diversified global income fund at a decade-wide discount deserves a look. Every week, we'll profile a high yield investment fund that typically offers an annualized distribution of 6-10% or more. With the S&
Weekly Signals
Key Takeaways * The Beta Rotation signal (XLU/SPY 4-week RoC of +1.65%) remains Risk-Off for the sixth consecutive week. Despite the S&P 500’s 3.4% weekly rally, utilities maintained their relative edge. XLU at $46.34 continues to attract defensive flows, reflecting persistent uncertainty
Newsletter
A CE Credit Webinar with White Wolf Capital
Newsletter
When tariffs stress EM credit and domestic HY in the same move, a diversified global income fund at a decade-wide discount deserves a look.
Newsletter
A CE Credit Webinar with White Wolf Capital
Newsletter
TODAY at 11:00 AM ET, I’m joining three other independent voices for a focused, 25-minute conversation on what’s really happening inside private credit — and what the marketing decks are leaving out. Private credit has been sold as the everything asset: higher yield, lower volatility, steady marks,
Newsletter
Tomorrow at 11:00 AM ET, I’m joining three other independent voices for a focused, 25-minute conversation on what’s really happening inside private credit — and what the marketing decks are leaving out. Private credit has been sold as the everything asset: higher yield, lower volatility, steady marks,
Leaders-Laggards
Trump Extends Truce Indefinitely, GLD Prints a Gravestone Doji, Oil Whipsaws Between $90 and $93, and the Tech Leader Holds While
Weekly Signals
Three of four signals favor risk-on positioning, though one holdout warrants attention.
Newsletter
A CE Credit Webinar with White Wolf Capital
Newsletter
How a Daily 0DTE Covered Call Strategy on QQQ Turns Tech Volatility Into a Paycheck
Global View
Record Highs, an Oil Collapse, and a Ceasefire That Expires Tuesday