The discount of XMPT's underlying muni CEFs has been a historically reliable entry signal. Wide discounts have historically preceded strong returns. Tight readings may suggest waiting for the next shock.

Publicly traded BDCs offer 12.6% yields and stable credit quality, a very different story than the private credit headlines suggest.

Software and cybersecurity earnings showed that AI is broadening demand for enterprise tech, not eroding it, as Moat Indexes rebounded late in the month.

Gold mining stocks posted gains in May even as the gold price dipped, yet generalist investors remain largely absent from the sector despite record margins and strong balance sheets.