Aries Capital (ARI) is a conservative, well-diversified BDC that is a good buy due to its ability to cover its dividend and strong structure.
Source Post
U.S. Stocks are at 1929-Level Extremes | The Hard Asset Hedge | Adrian Day
WealthionApr 28, 2026
The US stock market is at extreme valuation levels, comparable to 1929, with many companies issuing profit warnings due to rising oil prices and increased costs. Despite these fundamental concerns and signs of market excess like high margin levels, the market has performed exceptionally well. The creator believes the risk-reward is unfavorable at current levels, even though predicting short-term market movements is difficult.
Linked Mentions
Tickers discussed in this post
Aries Capital (ARCC) is a favored BDC, currently down from ~21 to 18.70, presenting a potential opportunity.
Expects a multi-year outperformance cycle for World ex-US markets, driven by historical trends and current market dynamics.
Nvidia's earnings are mentioned as an example of a prediction that may be irrelevant to an investment advisor's core job.