Given the gushing of red ink on Thursday September 22 for both BDC common stocks and bonds, we’re re-publishing what we wrote about the day’s market performance as a stand alone article. Hopefully, this will be a rare occurrence.
Check out the latest BDC news developments.
A bad week for all the indices – including the BDC sector, which is closing in on its June 2022 lows. But do these lower prices reflect real investor concern or positioning ?
BDC prices snapped back after 3 weeks in the red. We make a case for why the sector might do better yet – recessionary concerns notwithstanding.
For a third week in a row BDC prices dropped. We discuss the extent of the damage, where the sector stands and what the underlying market conditions look like.
The major indices dropped like a lead balloon, but the BDC sector not so much in the week ended August 26. We offer up a couple of reasons why and project what may lie ahead for BDC investors. Buckle your seatbelts.
After 4 weeks, BDC prices turned and moved the other way – along with the broader markets. We review the damage, where the sector stands and discuss what readers should expect to see on the BDC Reporter’s pages next week.
BDC sector prices increased for a record 4th week in a row. We assess where the sector has landed price-wise and what the short term and long term might bring. Unusually, the BDC Reporter has more confidence in its view of the latter than the former.
The BDC stock price rally rolls on and we have the numbers to prove the point. We also review what we’ve learned more than halfway through earnings season ands what might lie ahead for the BDC sector.
The BDC rally continues for yet another week, boosted by sentiment across all markets and higher earnings from rate increases. We review the data and discuss the alternative scenarios going forward over various time frames.
Investors are in an optimistic mood, as reflected in all markets – including the BDC sector – this week. We review the numbers and go on to warn that ups and downs of 2022 may last for a long time yet. The upcoming IIQ 2022 BDC earnings season may prove more confusing than illuminating.
The BDC Reporter discusses a number of changes to the BDC Fixed Income Table and reviews recent price changes as well.
BDC prices could not continue their winning price streak. We review the numbers and discuss what we’ll be most looking out for when BDC earnings season begins in two weeks time.
BDC prices increase for a third week in a row. We discuss the details and offer up the BDC Reporter’s unalloyed view of how this might all play out. Spoiler alert: Patience will be required.
Once again, the BDC Reporter has added new content to the BDC Fixed Income Table as a new issue has come to market. We also review recent market conditions for unsecured debt.
