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Strategies & Market Trends : Young and Older Folk Portfolio -- Ignore unavailable to you. Want to Upgrade?

To: mykesc2020 who wrote (21137)10/9/2025 11:44:51 AM
From: chowder4 Recommendations

Recommended By
agniv
Menominee
mykesc2020
Tam3262

  Read Replies (2) | Respond to of 23022
 
Perhaps my liquidation of BDC's earlier this week was timely. Replacing the lost income was a challenge though, so I decided to take the temporary hit and work from there.



To: mykesc2020 who wrote (21137)10/9/2025 11:52:01 AM
From: carbolady1 Recommendation

Recommended By
roguedolphin

  Respond to of 23022
 
Read about their exposure in an article this morning that has now gone behind a paywall. I believe they provided financing for some off the books inventory financing for First Brands



To: mykesc2020 who wrote (21137)10/9/2025 2:00:09 PM
From: HC Builder2 Recommendations

Recommended By
Markbn
mykesc2020

  Read Replies (1) | Respond to of 23022
 
I read the SA article someone linked the other day. FB is a disaster. I looked to me like the BDC exposure was with a bunch of beer league BDCs and not the major players that most people are invested in. I think PSEC was the most notable. the others were small time BDCs.


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