We present a rigorously screened list of 10 top closed-end funds, or CEFs, for income investors, offering an average 9.7% yield and -10% NAV discount. Read the full analysis here.
February volatility and AI hit software as March brings three predictions for credit market cracks and sector pressures.
XLI vs XLF diverge in 2026 as AI/data-center capex boosts industrials while financials lag on credit and AI fears.
Mixed weekly economic indicators: falling mortgage rates, weak housing demand, shifting tax/wage signals and recession risks. Click for more.
Sunrun's operating losses are shrinking, but growth is slowing sharply, with direct sales rising modestly. Find out why I have a sell rating for RUN stock.
Omnicom Group offers compelling value at under 8x earnings, with a well-covered 3.5% yield and significant upside potential.
REITs can stay resilient in volatile markets, but some are risky. Read about REITs that could cut their dividend.
Diageo's dividend cut and reduced outlook triggered a stock drop, but these moves support balance sheet strengthening. Read my analysis on DEO here.
Fidus Investment trades at a discount to NAV with resilient earnings and a $0.43 dividend covered by NII. See here for an ...
Track junk bond yields and spreads as leading signals for equity risk. Currently, junk bond yields (VWEHX ~6.18%) are below ...
Confluent shows strong streaming data growth but remains unprofitable; breakeven eyed for 2027. Read here for an analysis of CFLT stock.
Q4 2025 Earnings Call February 26, 2026 10:00 PM ESTCompany ParticipantsEdwin NgMegat Bin Megat Hassan - President, CEO ...