SPE News and Press, Special Opportunities Fund Inc From 11/12/20

SPE gives investors access to a broad equity portfolio with two layers of NAV discounts.  Additionally, activism and SPAC investments add optionality. SPE's management has been buying shares on the open market in recent months.  They already have more skin in the game than m...

Multi-asset investing has grown dramatically in popularity during the last decade. This segment of the market has been relatively underserved by benchmark providers historically. Many multi-asset funds have operated without a formal benchmark or have relied on peer group approache...

22 out of 23 CEF sectors positive on price and 17 out of 23 sectors positive on NAV last week. Markets rebound, led by commodities. MLPs are the highest-yielding CEF sector. For further details see: Weekly Closed-End Fund Roundup: October 4, 2020

I have been advising for months to be cautious. Money traditionally earmarked for bonds has now been flowing into equities. My suggestions are an extra amount of cash, possibly some puts, taking some equity profits, considering outsized dividends which can be found, with a good am...

Special Opportunities Fund, Inc. (NYSE: SPE) (the “Fund”) today announced that the Fund’s Board of Directors (the “Board”) has declared the next three monthly dividends under the Fund’s managed distribution plan. Under the Fund’s mana...

In U.S. high yield bonds we find the riskiest of credits. I have some concerns about municipal bonds and am particularly concerned about municipal pension bonds. Our 'Borrower's Paradise' is also good news for many leveraged ETFs and closed-end funds. For further details see...

I have long described our current investing environment as a "Borrower's Paradise" and a "Fixed-Income Investor's Hell." The situation has not changed and continues along unabated. The reason for this is really just one thing, the Fed. The reason for their posture is also just really one thing...

I stated in "Out of the Box," last Wednesday: Looking at the markets, these days, it is quite easy to find yourself lost. Equities at all-time highs, valuations at numbers that make no sense, and tech stocks shooting off like Roman Candles. Yields at all-time lows, or just off them, risk p...

Written by Nick Ackerman, co-produced by Stanford Chemist Section 19(a) Notices can sometimes confuse or be a bit misleading to investors. This can be especially confusing for newer closed-end fund investors that are just getting started. There are so many terms, to begin within investin...

Author's note: This article was released to CEF/ETF Income Laboratory members on August 25, 2020. Please check latest data before investing. The Weekly Closed-End Fund Roundup will be put out at the start of each week to summarize recent price movements in closed-end fund [CEF] sectors i...