Nov 23, 2015 - Spread(ing) Confusion

November 23, 2015

Many muni professionals shy away from option-adjusted spread (OAS) in favor of the archaic 'yield-to-worst' approach. Correct implementation would undoubtedly attract converts. Read more in Spread(ing) Confusion.

Muni Buyers: Beware of Tax-Deficient Analytics!

June 18, 2015

Bonds trading near or below par are much more sensitive to interest rates than reported by standard analytics systems. What happens to muni prices when rates rise? Read Dr.

Profiting From Tax Management Of Munis

September 10, 2014
Paul Fennell, a seasoned investment banker, describes how to profit from tax management of municipal bonds in this LinkedIn article.

Kalotay Analytics and Investortools in New Partnership

September 24, 2013

Kalotay and Investortools Partner to Deliver After-Tax Muni Bond Analytics. See press release and Bond Buyer article.