BDCs and the Golden Opportunity: Why the Panic Is Overblown Fixed IncomePerspectivesTim Travis' Commentary 2026-04-14 BDCs and the Golden Opportunity: Why the Panic Is Overblown Why the current BDC selloff is far milder than 2008, why first-lien loan portfolios with… Tim Travis Love0
Markets Enter Correction Territory — Why We’re Accumulating, Not Selling PerspectivesTim Travis' Commentary 2026-03-27 Markets Enter Correction Territory — Why We’re Accumulating, Not Selling Equity markets have entered correction territory on Middle East conflict, a ~50% oil spike, and… Tim Travis Love0
Digging Into Fundamentals on Blue Owl (OWL) and Commentary From Blackstone Fixed IncomePerspectivesTim Travis' Commentary 2026-03-11 Digging Into Fundamentals on Blue Owl (OWL) and Commentary From Blackstone Headlines on private credit sound like another 2023-style banking panic, but the numbers at Blue… Tim Travis Love0
Blue Owl Technology (OTF): A 67% Discount to NAV and a 12%+ Dividend Fixed IncomePerspectivesTim Travis' Commentary 2026-02-22 Blue Owl Technology (OTF): A 67% Discount to NAV and a 12%+ Dividend Equity markets are pricing extreme fear into software-adjacent BDCs. Our new research report on Blue… Tim Travis Love0
Why the Market’s Panic About AI Destroying Software Looks Overblown Fixed IncomePerspectivesTim Travis' Commentary 2026-02-05 Why the Market’s Panic About AI Destroying Software Looks Overblown The market is discounting many software leaders 30–50% on fears of AI disruption. Nvidia's Jensen… Tim Travis Love0