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
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