Ares: 40 Big-Yield BDCs, Silicon Valley Bank Fallout

Ares Capital is an attractive 11.2% yield BDC but faces market-cycle risks, including fallout from the recent SVB failure. See why ARCC stock is a Hold.

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Ray Dalio Says Economy Is At A 'Turning Point' - SPY Implications

We discuss the implications for the S&P 500. Read more about SPY here.

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Big Opportunity For Big Yields

The massive beatdown in mortgage REITs and BDCs triggered a wave of upgrades on The REIT Forum. Read more on the REIT sector here.

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SVB Financial: Blew Up Even Faster Than I Expected

SVB Financial is issuing $1.75 billion of stock in separate transactions and $500 million of mandatorily convertible preferred shares. Learn why I'm short SIVB stock.

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