Recent content by bovine1

Fixed rate on TIPS just keeps going up. Todays 10 year at 2.17%.

10 yr TIPS fixed component is back above 2% this morning. 2.06ish to be exact. Also 5 yr A rated corporates are available for above 5%. I don't have much powder dry today. Nibbled at CLOA. It's the highest yielding of my AAA CLO ETFs. Thoughts on future inflation?

I couldn't find any interesting bonds today. 10 year tips getting close at 1.9% fixed rate. I did nibble at prefereds and AAA CLO ETFS.

Yep. I usually hit 1 penny above the low bid and usually get them pretty quick. I get quicker fills on these with Schwab than Vanguard. I guess Schwab routes through different dealers ????. The b/a spreads on some of these CEF preferred is wide.

Today I've bought RIV-PA and GAM-PB. CEF preferreds. I bought some BAC 5 yr bonds last week at 5.00%.

I'm nibbling at preferreds this morning. Also CLOA. I couldn't find any bonds that interested me.

I use Slip Plate.

I added some to mine today. Also added HFRO/PRA and GAB/PRH.

I've never seen either of these in the wild but I think they're pretty. We have mostly spotted kings around here. I was home trucking for my Dad one harvest bout 2008 and I came in one night and my mother told me she killed a cottonmouth under the carport that afternoon. She said it was out by...

10 year TIPS reopen current indicated yield 1.871%. Secondary market about the same but I prefer not paying commission on auction orders. I'm nibbling.

I've got several maturing with a year. We'll see how things are then. Thanks for your thoughts.

The Owl technology bonds are BBB- and Baa3. The Owl Capital and Owl Credit Income are Baa2 and BBB-.

I have a bias against bond funds because during times of fear people sell heavily and the funds have to sell good bonds cheap to meet redemptions. Individual bonds I hold to maturity at least don't have that added risk. I've never had a bond default yet. I'm sure at some point I will which is...

Yep. I've owned the stocks off and on since the Allied Capital days. They've been good to me overall. The bonds I mentioned are investment grade with conditional downgrade puts on most of them. Prospect is top junk grade. At this point I would rather own the bonds. They've been good to me since...

Thoughts on BDC's post software selloff. Blue Owl bonds took the biggest hit among them as best as I could tell. I'm trying to decide whether to buy more. Blue Owl, Ares, HPS, Blackstone, Golub, and Sixth Street have a lot of bond issues out. Prospect's yield very well if you can stand the PIK risk.