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.