Easy Income Portfolio: October 2026 Edition
This has not been a fun stretch for income investors. Treasury yields have jumped, and prices have fallen across preferred stocks, mortgage securities, closed-end funds and other investments people own for
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Who Owns the Alpha? Bassman-Simplify Clash Raises a Bigger ETF Question
Harley Bassman’s $5M dispute with Simplify spotlights the money behind ETF strategies as issuers increasingly commercialise proprietary investment ideas.
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Mortgage ETFs See Biggest Outflows Since 2020 as 5% Treasury Yields Reshape the MBS Trade
Mortgage ETFs saw record outflows in September as Treasury yields topped 5%. Here's why investors are dumping MBB and reassessing the MBS trade.
Easy Income Portfolio: September 2026 Edition
Income investors have spent much of the past month dealing with a market that refuses to make life simple. Equities remain resilient, but they are also increasingly concentrated in a handful of large technology