Wednesday, May 4, 2016

April Newsletter

Hi all,

April's newsletter is out! If you'd like to read, please click here to subscribe. The tl;dr version is simple: there's a new high yield strategy that is becoming more attractive thanks to market volatility, while my concerns about property REITs and junk bonds are growing. I expect to do a lot of selling and buying in May, but April was a great month to sit back and watch the trends unfold.

If you want all the details, please subscribe--it's free!

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