Dividend Developments
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Long Yields Reach Highest Since January 2025
The 10-year Treasury yield reached its highest since January 2025, tightening funding and valuation conditions across the Fly High universe.
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TCPC: Amended Complaint Alleges Valuation Failures
TCPC faces an amended securities complaint alleging misstated loan values and NAV; the claims are unproven and no liability has been established.
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Strait Fighting Revives Oil Pressure
Renewed Strait of Hormuz fighting lifts oil, adding borrower-earnings and funding pressure across the Fly High universe.
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Warsh Keeps Rate Hikes in Play
Warsh focused on inflation and left rate hikes in play, sharpening funding and borrower-earnings pressure across the Fly High universe.
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Markets Hold Steady Before Warsh Remarks
Treasury yields and oil are nearly steady before Kevin Warsh’s Jackson Hole speech, leaving rate policy as the next earnings and funding test.
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CSWC: ﹩0.64 Dividend Package Extends Through December
CSWC declared a ﹩0.58 regular dividend and ﹩0.06 supplemental dividend for the December 2026 quarter, maintaining its prior payout structure.
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Seven-Year Auction Holds Funding Pressure Firm
A higher seven-year Treasury auction yield keeps funding pressure visible, even as demand remained near its recent norm.
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Low Layoffs Meet a Growing Inventory Test
Low layoffs support borrower earnings, while rising inventories create a new working-capital and margin test before the Jackson Hole address.
Featured Articles:
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The Hidden Dividend Treasure Inside Fly High Investing
Imagine discovering that your Fly High Investing portfolio contains a treasure chest you didn’t know was there. You can’t see it by looking at the dividend yield, and you won’t find it by simply comparing a company’s earnings with its dividend. You can’t even find it when our companies report earnings most of the time.…
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Who Really Moves the Stock Market and Why It Matters
If you asked most investors who moves the stock market, they’d probably say individual investors, mutual funds, pension funds, and large investment firms buying and selling stocks based on what they believe companies are worth. That answer would have been largely correct a few decades ago. Today, it isn’t. The stock market has quietly undergone…
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Fly High Investing vs. Wall Street
“Wall Street” is not one mind with one plan. It is an ecosystem of advisors, brokers, banks, asset managers, exchanges, analysts, insurers, and product sponsors. Each participant operates under a business model, and each business model creates incentives. An asset manager may earn more as assets under management grow. A broker may benefit from transactions…
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The Dividend Feedback Loop: When Falling Prices Create Explosive Income Growth
Most investors panic when stock prices fall. They see red on the screen, assume something is broken, and rush to sell before things “get worse.” But dividend investors who understand the relationship between stock prices and dividend payouts know something very different: sometimes a falling stock price isn’t a catastrophe at all. Sometimes it’s the…
