The BDC Reporter has thoughts about the sudden – and unexplained – changing of the guard at Carlyle Secured Lending.
BDC prices are not keeping up with the red hot rally going on in the major indices and around the world. We hypothesise as to why and discuss BDC fundamentals following the release of ever more IVQ 2023 results.
The holiday shortened week saw the BDC sector move up along with the main markets. We discuss the week’s biggest price winner and price loser and offer up our preliminary thoughts on what 2024 fundamentals might look like.
The BDC sector is back to its winning ways as the major indices head in the other direction. We review the metrics and then calculate – based on historical data – how much further the sector could increase in price. We also hear from a Bull and a Bear but leave ourselves the final word.
The S&P 500 is finding new heights, but the BDC sector is being left behind. We review the latest metrics and discuss what might come next.
Republished from the BDC Credit Reporter: This “Amazon Aggregator” is in deep financial trouble and the latest valuation from one of its 9 BDC lenders has only deepened the gloom and increased the prospect of major losses up ahead.
The Fed caused the BDC sector to drop in price this week. One BDC in particular faced a price plunge but not for anything Chairman Powell said. We discuss what happened and explain why this week’s loss might be the exception rather than the rule going forward.
The BDC rally continued for yet another week and there are no obvious catalysts for a change in direction. We discuss where the sector has been and could be headed to price-wise.
In Part II of our introductory review of new BDC Palmer Square Capital BDC, we forthrightly offer up our views as to its strengths and weaknesses for investors.
There’s a lot to discover about the newest public BDC – which had its IPO just two days ago. Here – In Part I – we cover all the key facts BDC readers will want to know. In Part II, we’ll offer up our opinion on what we’ve learned. Includes a correction we made about the management fee charged.
This week, the S&P 500 hit a new record but the BDC sector did not. However, the BDC rally is far from over and has helped bring new BDCs to the IPO market.
All of a sudden there are 4 new public BDCs. Here are some summary details and what this will mean for the sector and its investors.
Week two saw BDC sector neither going forward or backwards. One BDC, though, disappointed “The Street” and there was much other news besides.
BDC sector prices began the new year strongly, in sharp contrast to the major indices. We review this latest week in the BDC rally and discuss where prices might go – both upwards and downwards.
Fifty two weeks of 2023 have come and gone and we can summarize the BDC sector’s key results – which have turned out to be very good. We also take a look at what might transpire next year…
The bulls are everywhere, including in the BDC sector which is close to breaking all sorts of price records. Are we at the peak?
The BDC sector continues to rally and the numbers after 50 weeks are very impressive, as we discuss at length. Can this continue? We have thoughts.
A very good week for the major indices but not for the BDC sector. Once again, the future course of interest rates is coming to the fore, which might affect BDC stock prices in unbexpected ways.
In the spirit of the season, BDC investors are feasting on high prices. With the end of the year in sight, we calculate how far we’ve come in 2023 and discuss whether 2024 might offer a repeat performance.
