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
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