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"An easy trade for $APO is buyout $MFIC and fold the assets into $APODS"
X Link @ArrakisGlobal 2025-10-12T14:23Z 2401 followers, 4326 engagements
"@notUSN_Capt @LeylaKuni $ARCC/$ARESSI $OCBD/$OCINCC $MFIC/$APODS $TSLX/$SIXSLP $GBDC/$GCRED $BXSL/$BCRED Small selection"
X Link @CECL_Allowance 2025-10-12T12:55Z 1335 followers, 4614 engagements
"BDC & "Listed Private Equity" ETFs have avoided redemptions thus far despite selling off and the extremely negative narrative. Though I'd expect to see the $660M in net inflows YTD start to reverse quickly based on the spike in volumes last week. Looking under the hood of $BIZD (largest by far) paints an ugly picture over the past month. $ARCC $OBDC $MAIN $FSX $GBDC $HTGC"
X Link @etfAction 2025-10-11T13:40Z 2763 followers, XXX engagements
"@brentmuio $ARCC $BXSL $OBDC $GBDC $MSDL Disclosure: Long all of these"
X Link @JulianKlymochko 2025-10-08T16:25Z 30.1K followers, XXX engagements