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ABOUT NEWSLETTER
I am the chief investment officer of Lehmann, Livian, Fridson Advisors LLC and editor of Forbes/Fridson Income Securities Investor. I have written six books on finance and political economy. My work has appeared in Barron's, the Financial Times, and...
I am the chief investment officer of Lehmann, Livian, Fridson Advisors LLC and editor of Forbes/Fridson Income Securities Investor. I have written six books on finance and political economy. My work has appeared in Barron's, the Financial Times, and numerous professional periodicals such as Financial Analysts Journal and the Journal of Portfolio Management. While working at Merrill Lynch I was named top high yield bond strategist for nine consecutive years in Institutional Investor's All America Research survey. Investment Dealers Digest has described me as "perhaps the most well-known figure in the high yield world.” The Financial Management Association International named me the Financial Executive of the Year in 2002. In 2000, I became the youngest person ever inducted into the Fixed Income Analysts Society Hall of Fame. The Boston Globe said my 2006 book, Unwarranted Intrusions: The Case Against Government Intervention in the Marketplace, should be short-listed for best business book of the decade.

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WRITTEN BY
Martin Fridson
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Apr 4, 2022

Yield Rise Took A Toll In First Quarter

"Continuing high inflation and a toughening Fed stance drove Treasury yields higher in 1Q 2022.  Our Model Portfolios performed comparatively well for the most part. Floating rate closed-end funds are worth considering at present."
ByMartin FridsonContributor
Mar 4, 2022

A Silver Lining: Yields Are Up

Yields on preferred stocks rose far more during February than the reported rise on the ten-year Treasury bond. Income investors should at those securities, as well at closed-end funds, to capitalize on the recent selloff.
ByMartin FridsonContributor
Feb 4, 2022

Rate Risk Gets Real

The Fed’s more hawkish stance has put the spotlight on strategies for protecting principal when interest rates rise.
ByMartin FridsonContributor
Jan 4, 2022

Smart Investing In 2022! New Year New Portfolios!

The Fed could either overshoot and set back the economy this year or foster an inflationary mindset by raising interest rates too slowly.
ByMartin FridsonContributor
Dec 15, 2021

Revised Model Portfolios For 2022

Revised Model Portfolios for 2022 — A Letter from your editor with updates to the 2022 Portfolio Models!
ByMartin FridsonContributor
April 2022 (1)
Apr 4, 2022
Yield Rise Took A Toll In First Quarter
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