The $2 trillion private credit industry, which has expanded over the past decade from financing leveraged buyouts to areas banks dominated, is facing fresh strain from turmoil at Blue Owl Capital, a m

Blue Owl: Buy The Panic

09:22am, Friday, 27'th Feb 2026
Blue Owl is a quality company that the market has oversold. Fears over the credit market are exaggerated. The company offers a compelling 8% yield and AI upside.

2 Dividend Stocks We Are Buying On This Dip

07:15am, Friday, 27'th Feb 2026
Market volatility has triggered indiscriminate selling across sectors. Rayonier trades at a deep discount despite strong long-term fundamentals. Blue Owl Capital sold off on credit fears, but results
Blue Owl Capital offers a 20%+ discount after a book-value loan sale

Blue, Owl Be Back

10:06am, Thursday, 26'th Feb 2026
Blue Owl Capital has been on the receiving end of the market angst. Valuation looks appealing if this isn't the end of the world. Should you buy, or get to the chopper?
UBS strategists say private credit could see default rates surge as high as 15% if artificial intelligence triggers an “aggressive” disruption among corporate borrowers. Bloomberg's Silas Brown ha

Two Low-SaaS 11%+ BDCs Going From Bargains To Buys

10:08am, Wednesday, 25'th Feb 2026
Kayne Anderson BDC and Trinity Capital offer 11%+ yields with minimal SaaS exposure, making them attractive amid sector-wide SaaS-driven BDC selloffs. KBDC's SaaS portfolio exposure is under 3%, and T
A data-driven, in-depth look at $700 billion in AI capex and whether hyperscalers' spending makes economic sense.
ROSEMONT, Ill.--(BUSINESS WIRE)--Kuvare Holdings today issued the following statement to address various business media reports published since February 19, which focus on matters regarding Kuvare's c
On Feb. 24, 2026, Blue Owl became the flashpoint in a $3 trillion private-credit stress test for retail investors.
A month ago, I highlighted the fragility in the financial sector, arguing that the broader market would struggle to make meaningful headway without its participation. Little has changed. On Monday, th

The Perfect Storm For A Market Collapse

09:16am, Tuesday, 24'th Feb 2026
What makes for a market collapse? Let's define this as a reset, like the one in 2008, when the S&P 500 fell by 38.5%, the most precipitous drop since 1937.
Pre-Market Stock Futures: Futures are trading higher this morning after a dreadful day to start the trading week. Various reasons were cited for the risk-off bias on Monday, but the tariff situation,
Guru Stock PicksBernard Horn has made the following transactions:Reduce in XSWX: BARN by 39.89%Sold out in CGAdd in TSN by 18.45%New position in HKSE:01299Stock
NEW YORK--(BUSINESS WIRE)-- #creditratingagency--On February 17, 2026, Blue Owl Capital Corp. II (“OBDC II” or “the company”) (KBRA Issuer/ Senior Unsecured Debt ratings of BBB+/Stable outlook
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