Municipal Bond Market Perspectives

2025 Annual Outlook

November 2024 – CAT Bonds = SWANs?

October 2024 – Markups are Getting Marked Down

September 2024 – SMAs = Cool Kids

August 2024 – 2024 Election Preview – Muni Style

July 2024 – Electric Utilities vs. Climate Change

June 2024 – An Update on Muni Defaults

May 2024 – The Age of the Algo Trader

April 2024 – The Election Crisis of 1876? 2024?

March 2024 – State HFAs: An Oasis of Value

February 2024 – The Muni Fear Index

January 2024 – Going, Going…Citi Gone

2024 – Annual Outlook

November 2023 – Enter the Era of “Muni Credit Man”

October 2023 – Defining and Executing a SWAN Investment Strategy

September 2023 – 15 Years and Counting – The MainLine Advantage

August 2023 – Colorado Metro Districts – What’s all the Fuss?

Colorado Metro Districts – Denver Post Article

July 2023 – The Case For Tax-Exempt

June 2023 – Hello SOFR, Goodbye LIBOR

May 2023 – 80/50 Investment Strategy

April 2023 – New York City Visit

March 2023 – Mocking Jays & a Detroit Revisit

February 2023 – Rebirth of the White Swan

January 2023 – Monthly Review – Good Riddance 22, Part II

2023 Annual Outlook

November 2022 Review – 2022 in the Rear view Mirror

September 2022 Review – A View into the Cost of Climate Change – “Natural Disasters and Municipal Bonds”

August 2022 Review – MUNI FINANCE – A PILLAR OF STRENGTH

July 2022 Review – Fund NAV Volatility Revisited

June 2022 Review – A Decade of Muni Tales & Facts

May 2022 Review – The Muni Main Event: Taxable vs Tax-Exempt

April 2022 Review – Cut Tax Bill and Increase Tax – Free Income?

March 2022 Review – So Long LIBOR, SOFR Who? Welcome BSBY!

February 2022 Review – The Curse of the Low Coupon

January 2022 Review – Muni Value and Tax Rates – Past and Present

2021 Annual Outlook: Faith in the White Swan

February 2021 Review: Munis and Inflation: Beware?

January 2021 Review: How Low Can They Go? Doing the Ratio Limbo.

November 2020 Review: The Fiscal Nightmare Also Known as Illinois

October 2020 Review: Goodbye LIBOR, Hello SOFR

September 2020 Review: Calming Thoughts on Climate Change and Your Portfolio

August 2020 Review: Municipal Bonds and the 2020 Presidential Election

July 2020 Review: The Eye of the COVID Muni Storm

June 2020 Review: Summer Heat, Climate Change and Your Muni Bonds

May 2020 Review: Munis’ COVID-19 Vaccination

April 2020 Review: Good Days/Bad Days and the Power of the Muni Ratio

March 2020 Review: Municipal Bonds and the COVID-19 Depression” | Covid’s Impact by Business Sector

Introducing the Green Swan – January 2020 Review

2020 – Annual Outlook

November Monthly Review

October Monthly Review

September Monthly Review

August Monthly Review

July Monthly Review

June Monthly Review

May Monthly Review

April Monthly Review

March Monthly Review

2019 – Annual Outlook

November Monthly Review

September Monthly Review

August Monthly Review

July Monthly Review

June Monthly Review

May Monthly Review

April Monthly Review

March Monthly Review

February Monthly Review

January Monthly Review

Annual Outlook – 2018

November Monthly Review

October Monthly Review

September Monthly Review

August Monthly Review

July Monthly Review

June Monthly Review

May Monthly Review

April Monthly Review

2017 Municipal Gray Swan Update

March Municipal Market Review

Around The World With Munis

February Municipal Market Review

January Municipal Market Review

2017 Municipal Outlook – Don’t Be Afraid Of The Gray Swans

October 2016 Municipal Market Review

Notes from the Schwab Impact Conference

September 2016 Market News & Credit Update

“Opportunities in the municipal space don’t mean foregoing opportunities for yield and growth”

Brad Kriedle, President of Mainline West

Perspectives

Municipal news from our humble, unbiased point of view

2025 Annual Outlook

November 2024 – CAT Bonds = SWANs?

October 2024 – Markups are Getting Marked Down

September 2024 – SMAs = Cool Kids

August 2024 – 2024 Election Preview – Muni Style

July 2024 – Electric Utilities vs. Climate Change

June 2024 – An Update on Muni Defaults

May 2024 – The Age of the Algo Trader

April 2024 – The Election Crisis of 1876? 2024?

March 2024 – State HFAs: An Oasis of Value

February 2024 – The Muni Fear Index

January 2024 – Going, Going…Citi Gone

2024 – Annual Outlook

November 2023 – Enter the Era of “Muni Credit Man”

October 2023 – Defining and Executing a SWAN Investment Strategy

September 2023 – 15 Years and Counting – The MainLine Advantage

August 2023 – Colorado Metro Districts – What’s all the Fuss?

Colorado Metro Districts – Denver Post Article

July 2023 – The Case For Tax-Exempt

June 2023 – Hello SOFR, Goodbye LIBOR

May 2023 – 80/50 Investment Strategy

April 2023 – New York City Visit

March 2023 – Mocking Jays & a Detroit Revisit

February 2023 – Rebirth of the White Swan

January 2023 – Monthly Review – Good Riddance 22, Part II

2023 Annual Outlook

November 2022 Review – 2022 in the Rear view Mirror

September 2022 Review – A View into the Cost of Climate Change – “Natural Disasters and Municipal Bonds”

August 2022 Review – MUNI FINANCE – A PILLAR OF STRENGTH

July 2022 Review – Fund NAV Volatility Revisited

June 2022 Review – A Decade of Muni Tales & Facts

May 2022 Review – The Muni Main Event: Taxable vs Tax-Exempt

April 2022 Review – Cut Tax Bill and Increase Tax – Free Income?

March 2022 Review – So Long LIBOR, SOFR Who? Welcome BSBY!

February 2022 Review – The Curse of the Low Coupon

January 2022 Review – Muni Value and Tax Rates – Past and Present

2021 Annual Outlook: Faith in the White Swan

February 2021 Review: Munis and Inflation: Beware?

January 2021 Review: How Low Can They Go? Doing the Ratio Limbo.

November 2020 Review: The Fiscal Nightmare Also Known as Illinois

October 2020 Review: Goodbye LIBOR, Hello SOFR

September 2020 Review: Calming Thoughts on Climate Change and Your Portfolio

August 2020 Review: Municipal Bonds and the 2020 Presidential Election

July 2020 Review: The Eye of the COVID Muni Storm

June 2020 Review: Summer Heat, Climate Change and Your Muni Bonds

May 2020 Review: Munis’ COVID-19 Vaccination

April 2020 Review: Good Days/Bad Days and the Power of the Muni Ratio

March 2020 Review: Municipal Bonds and the COVID-19 Depression” | Covid’s Impact by Business Sector

Introducing the Green Swan – January 2020 Review

2020 – Annual Outlook

November Monthly Review

October Monthly Review

September Monthly Review

August Monthly Review

July Monthly Review

June Monthly Review

May Monthly Review

April Monthly Review

March Monthly Review

2019 – Annual Outlook

November Monthly Review

September Monthly Review

August Monthly Review

July Monthly Review

June Monthly Review

May Monthly Review

April Monthly Review

March Monthly Review

February Monthly Review

January Monthly Review

Annual Outlook – 2018

November Monthly Review

October Monthly Review

September Monthly Review

August Monthly Review

July Monthly Review

June Monthly Review

May Monthly Review