Fazen Capital

@fazencapital.bsky.social

1 day ago

BDCs Under Scrutiny After Axonic's Cecchini Warning Axonic’s Peter Cecchini said on Apr 10, 2026 he is “not constructive” on BDCs; BDC index down ~8.3% YTD vs S&P 500 +6.1% and Q1 2026 BDC fund outflows ~$1.2bn.

BDCs Under Scrutiny After Axonic's Cecchini Warning: Axonic’s Peter Cecchini said on Apr 10, 2026 he is “not constructive” on BDCs; BDC index down ~8.3% YTD vs S&P 500 +6.1% and Q1 2026 BDC fund outflows… 👈 Read full analysis #BDCs #FinanceNews #InvestmentStrategies #MarketTrends #FinancialAnalysis

Fazen Capital

@fazencapital.bsky.social

1 day ago

Hartz Capital 13F Filed on April 10, 2026 Hartz Capital filed a Form 13F on Apr 10, 2026 reporting positions as of Mar 31, 2026; SEC 13F filings are due within 45 days and apply to managers with $100m+ in qualifying assets.

Hartz Capital 13F Filed on April 10, 2026: Hartz Capital filed a Form 13F on Apr 10, 2026 reporting positions as of Mar 31, 2026; SEC 13F filings are due within 45 days and apply to managers with… 👈 Read full analysis #HartzCapital #13FFilings #InvestmentStrategies #SECRegulations #CapitalMarkets

Fazen Capital

@fazencapital.bsky.social

2 days ago

Financial Advisers Waive Minimums for HENRYs 90% of advisers will waive $500k–$1m minimums (MarketWatch Apr 10, 2026), creating a faster acquisition path for HENRY households and reshaping advisor economics.

Financial Advisers Waive Minimums for HENRYs: 90% of advisers will waive $500k–$1m minimums (MarketWatch Apr 10, 2026), creating a faster acquisition path for HENRY households and reshaping… 👈 Read full analysis #FinancialAdvisors #HENRYs #WealthManagement #PersonalFinance #InvestmentStrategies

Vinetur Global

@vineturglobal.bsky.social

2 days ago

Wealth Managers Predict Record Demand for Fine Wine Investments in the US Survey finds 97% expect rising interest as fine wine becomes a core asset amid economic uncertainty and shifting investor priorities

Wealth Managers Predict Record Demand for Fine Wine Investments in the US #WealthManagement #FineWine #InvestmentStrategies #WineInvestment #EconomicTrends

Fazen Capital

@fazencapital.bsky.social

4 days ago

Trading 212 Alternatives Gain Traction in Apr 2026 Benzinga (Apr 8, 2026) lists Interactive Brokers, Charles Schwab and Vanguard as Trading 212 alternatives; evaluate execution quality, FX and migration costs when switching.

Trading 212 Alternatives Gain Traction in Apr 2026: Benzinga (Apr 8, 2026) lists Interactive Brokers, Charles Schwab and Vanguard as Trading 212 alternatives; evaluate execution quality, FX and migration costs… 👈 Read full analysis #Trading212 #Investing #Finance #StockMarket #InvestmentStrategies

Fazen Capital

@fazencapital.bsky.social

5 days ago

Clough Global Allocation Fund Declares $0.0566 Dividend Clough Global Allocation Fund declared a $0.0566 per-share dividend on Apr 7, 2026 (Seeking Alpha); institutional investors should verify coverage and record/payable dates.

Clough Global Allocation Fund Declares $0.0566 Dividend: Clough Global Allocation Fund declared a $0.0566 per-share dividend on Apr 7, 2026 (Seeking Alpha); institutional investors should verify… 👈 Read full analysis #CloughGlobalAllocationFund #Dividend #Investing #FinanceNews #InvestmentStrategies

Fazen Capital

@fazencapital.bsky.social

5 days ago

AMS Capital 13F Filed on Apr 7, 2026 AMS Capital filed a Form 13F on 7 Apr 2026 reporting positions as of 31 Mar 2026; the SEC 45-day filing window and $100m threshold make this a timely but partial snapshot.

AMS Capital 13F Filed on Apr 7, 2026: AMS Capital filed a Form 13F on 7 Apr 2026 reporting positions as of 31 Mar 2026; the SEC 45-day filing window and $100m threshold make this a timely but partial snapshot. 👈 Read full analysis #AMSCapital #Form13F #SEC #InvestmentStrategies #FinancialReporting

Fazen Capital

@fazencapital.bsky.social

5 days ago

Robinhood Alternatives See Uptick in April 2026 Benzinga (Apr 7, 2026) lists rivals as investors seek functionality; Robinhood had 22.5M funded accounts in 2021 — execution, fees, and custody tested.

Robinhood Alternatives See Uptick in April 2026: Benzinga (Apr 7, 2026) lists rivals as investors seek functionality; Robinhood had 22.5M funded accounts in 2021 — execution, fees, and custody tested. 👈 Read full analysis #RobinhoodAlternatives #Investing #StockMarket #Finance #InvestmentStrategies

Fazen Capital

@fazencapital.bsky.social

1 week ago

Agentic AI Stocks Draw Retail $5,000 Picks Yahoo Finance (Apr 5, 2026) highlighted five agentic AI names for $5,000 portfolios; Fazen flags a 25% revenue CAGR base case and median EV/S ~7.6x (Fazen Capital, Mar 2026).

Agentic AI Stocks Draw Retail $5,000 Picks: Yahoo Finance (Apr 5, 2026) highlighted five agentic AI names for $5,000 portfolios; Fazen flags a 25% revenue CAGR base case and median EV/S ~7.6x (Fazen… 👈 Read full analysis #AgenticAI #InvestmentStrategies #StockMarket #RetailInvesting #FinanceTips

Fazen Capital

@fazencapital.bsky.social

1 week ago

Investors Reverse Portfolio Construction Order Behavioral gaps often shave 2–4% annually from investor returns; Brinson (1986) found asset allocation explains ~93.6% of return variance (Brinson et al., 1986).

Investors Reverse Portfolio Construction Order: Behavioral gaps often shave 2–4% annually from investor returns; Brinson (1986) found asset allocation explains ~93.6% of return variance… 👈 Read full analysis #Investing #PortfolioManagement #AssetAllocation #InvestmentStrategies #BehavioralFinance

Fazen Capital

@fazencapital.bsky.social

1 week ago

401(k) Withdrawals: Timing for $11,500 Monthly Goal A 64‑year‑old with $1.5M in a 401(k) and an $11,500 monthly target needs $88,800 from savings (5.92% of assets) after planned $4,100 Social Security at 68 (MarketWatch, Apr 4, 2026).

401(k) Withdrawals: Timing for $11,500 Monthly Goal: A 64‑year‑old with $1.5M in a 401(k) and an $11,500 monthly target needs $88,800 from savings (5.92% of assets) after planned $4,100 Social… 👈 Read full analysis #401k #RetirementPlanning #FinancialGoals #InvestmentStrategies #WealthManagement

Fazen Capital

@fazencapital.bsky.social

1 week ago

529 Plans Face Scrutiny as Planner Rejects Use Planner publicly rejected 529 plans (Yahoo Finance, Apr 3, 2026); IRS applies a 10% penalty on non‑qualified earnings and SECURE 2.0 allows $35,000 529→Roth rollovers.

529 Plans Face Scrutiny as Planner Rejects Use: Planner publicly rejected 529 plans (Yahoo Finance, Apr 3, 2026); IRS applies a 10% penalty on non‑qualified earnings and SECURE 2.0 allows $35,000 529→Roth… 👈 Read full analysis #529Plans #FinancialPlanning #IRS #TaxPenalties #InvestmentStrategies

Fazen Capital

@fazencapital.bsky.social

1 week ago

Defiance Oil ETF Declares $0.0968 Dividend Defiance Oil Enhanced Options Income ETF declared a $0.0968 dividend on Apr 3, 2026 (Seeking Alpha); implications for yield mechanics and options-overlay risks.

Defiance Oil ETF Declares $0.0968 Dividend: Defiance Oil Enhanced Options Income ETF declared a $0.0968 dividend on Apr 3, 2026 (Seeking Alpha); implications for yield mechanics and options-overlay… 👈 Read full analysis #DefianceOilETF #Dividend #InvestmentStrategies #OptionsTrading #FinancialNews

Fazen Capital

@fazencapital.bsky.social

1 week ago

Rise Advisors Files 13F on Apr 3, 2026 Rise Advisors filed a Form 13F on Apr 3, 2026 covering positions as of Mar 31, 2026; 13F rules apply to managers with $100M+ and filings are due within 45 days.

Rise Advisors Files 13F on Apr 3, 2026: Rise Advisors filed a Form 13F on Apr 3, 2026 covering positions as of Mar 31, 2026; 13F rules apply to managers with $100M+ and filings are due within 45 days. 👈 Read full analysis #RiseAdvisors #13F #InvestmentStrategies #FinanceNews #AssetManagement

Fazen Capital

@fazencapital.bsky.social

1 week ago

AI Stock Picks Project 189%+ Returns by 2026 Investing.com published AI picks on Apr 3, 2026 projecting +189% and +76% gains by 2026; institutional due diligence is required.

AI Stock Picks Project 189%+ Returns by 2026: Investing.com published AI picks on Apr 3, 2026 projecting +189% and +76% gains by 2026; institutional due diligence is required. 👈 Read full analysis #AIPicks #StockMarket #Investing #FinancialNews #InvestmentStrategies

Fazen Capital

@fazencapital.bsky.social

1 week ago

Employees Provident Fund Board 13F Filing on Apr 3 EPF filed Form 13F on Apr 3, 2026 reporting 112 U.S. equity positions as of Mar 31, 2026; top 10 holdings represent 42% of disclosed value (Investing.com).

Employees Provident Fund Board 13F Filing on Apr 3: EPF filed Form 13F on Apr 3, 2026 reporting 112 U.S. equity positions as of Mar 31, 2026; top 10 holdings represent 42% of disclosed value (Investing.com). 👈 Read full analysis #EPF #Investing #Finance #InvestmentStrategies #USStocks

Fazen Capital

@fazencapital.bsky.social

1 week ago

ETF Brokers Ranked for April 2026 Benzinga published its broker ranking on Apr 3, 2026; U.S. ETF AUM was ~$10.3tn in Q4 2025 (Morningstar); top platforms list $0 commissions as of Apr 2026.

ETF Brokers Ranked for April 2026: Benzinga published its broker ranking on Apr 3, 2026; U.S. ETF AUM was ~$10.3tn in Q4 2025 (Morningstar); top platforms list $0 commissions as of Apr 2026. 👈 Read full analysis #ETFBrokers #Investing #Finance #StockMarket #InvestmentStrategies

Fazen Capital

@fazencapital.bsky.social

1 week ago

Day Trading Charts: Best Platforms April 2026 Benzinga's Apr 3, 2026 roundup spotlights charting vendors; TradingView reported ~40M MAUs (Jan 2026) and IBKR averaged ~1.2M daily trades (Q4 2025).

Day Trading Charts: Best Platforms April 2026: Benzinga's Apr 3, 2026 roundup spotlights charting vendors; TradingView reported ~40M MAUs (Jan 2026) and IBKR averaged ~1.2M daily trades (Q4 2025). 👈 Read full analysis #DayTrading #TradingPlatforms #StockMarket #InvestmentStrategies #ChartingTools

Fazen Capital

@fazencapital.bsky.social

1 week ago

GraniteShares YieldBoost QBTS Declares $0.1866 Weekly GraniteShares' QBTS will pay $0.1866 weekly (ann. $9.70) per share, announced Apr 2, 2026; verify NAV and distribution composition before inferring yield.

GraniteShares YieldBoost QBTS Declares $0.1866 Weekly: GraniteShares' QBTS will pay $0.1866 weekly (ann. $9.70) per share, announced Apr 2, 2026; verify NAV and distribution composition before… 👈 Read full analysis #GraniteShares #YieldBoost #IncomeETF #InvestmentStrategies #DividendInvesting

Fazen Capital

@fazencapital.bsky.social

1 week ago

UBS Picks Two REITs Built for Uncertainty UBS named two REITs on Apr 2, 2026 as "built for uncertainty"; the call emphasizes long WALT and low near-term maturities and could narrow spreads for selected names.

UBS Picks Two REITs Built for Uncertainty: UBS named two REITs on Apr 2, 2026 as "built for uncertainty"; the call emphasizes long WALT and low near-term maturities and could narrow spreads for selected… 👈 Read full analysis #REITs #RealEstateInvesting #UBS #InvestmentStrategies #MarketUncertainty

Fazen Capital

@fazencapital.bsky.social

1 week ago

Oxbridge Targets 20% and 42% Token Returns Oxbridge sets token return targets of 20% and 42% and signals AI data-center expansion; Seeking Alpha reported the plan on Mar 30, 2026.

Oxbridge Targets 20% and 42% Token Returns: Oxbridge sets token return targets of 20% and 42% and signals AI data-center expansion; Seeking Alpha reported the plan on Mar 30, 2026. 👈 Read full analysis #Oxbridge #TokenReturns #AIExpansion #InvestmentStrategies #CryptoInvesting

Fazen Capital

@fazencapital.bsky.social

2 weeks ago

Globe Life Rated Buy at $170 by Texas Capital Texas Capital initiated Globe Life (GL) with a Buy rating and $170 price target on Mar 28, 2026 (Yahoo Finance); institutional investors should reconcile models to this new research.

Globe Life Rated Buy at $170 by Texas Capital: Texas Capital initiated Globe Life (GL) with a Buy rating and $170 price target on Mar 28, 2026 (Yahoo Finance); institutional investors should reconcile… 👈 Read full analysis #GlobeLife #TexasCapital #BuyRating #InvestmentStrategies #LifeInsurance

Fazen Capital

@fazencapital.bsky.social

2 weeks ago

U.S. Companies Shift Cash Toward Buybacks, Capex, Debt Paydown U.S. corporates deployed an estimated $1.2tn in cash uses in 2025 — buybacks ~$720bn, dividends ~$380bn, capex ~$800bn — shifting the allocation mix and credit dynamics.

U.S. Companies Shift Cash Toward Buybacks, Capex, Debt Paydown: U.S. corporates deployed an estimated $1.2tn in cash uses in 2025 — buybacks ~$720bn, dividends ~$380bn, capex ~$800bn — shifting the… 👈 Read full analysis #Buybacks #CorporateFinance #InvestmentStrategies #CashManagement #DebtPaydown

Fazen Capital

@fazencapital.bsky.social

2 weeks ago

Oil Price Shock Spurs Market Valuation Repricing Morgan Stanley's Jim Caron warned on Mar 27, 2026 that oil-led price moves can spark a valuation shock; a 100bp rise in discount rate can cut terminal value ~20% (Fazen Capital calc).

Oil Price Shock Spurs Market Valuation Repricing: Morgan Stanley's Jim Caron warned on Mar 27, 2026 that oil-led price moves can spark a valuation shock; a 100bp rise in discount rate can cut… 👈 Read full analysis #OilPrice #MarketValuation #InvestmentStrategies #MorganStanley #FinancialInsights

Fazen Capital

@fazencapital.bsky.social

2 weeks ago

Memory Stocks Hold Ground After Google Compression Claims Memory shares slid 3–7% on Mar 26, 2026 after Google research; Fazen finds limited near-term demand destruction and a phased adoption likely over 12–24 months.

Memory Stocks Hold Ground After Google Compression Claims: Memory shares slid 3–7% on Mar 26, 2026 after Google research; Fazen finds limited near-term demand destruction and a phased adoption… 👈 Read full analysis #MemoryStocks #GoogleResearch #TechMarket #StockMarketNews #InvestmentStrategies

Fazen Capital

@fazencapital.bsky.social

2 weeks ago

Direxion Magnificent 7 Bear ETF Declares $0.0811 Direxion Daily Magnificent 7 Bear 1X declared a $0.0811 quarterly distribution on Mar 25, 2026 (Seeking Alpha); institutional investors should model tax, NAV and liquidity impacts.

Direxion Magnificent 7 Bear ETF Declares $0.0811: Direxion Daily Magnificent 7 Bear 1X declared a $0.0811 quarterly distribution on Mar 25, 2026 (Seeking Alpha); institutional investors should model tax, NAV and… 👈 Read full analysis #Investing #ETFs #BearMarket #Finance #InvestmentStrategies

Fazen Capital

@fazencapital.bsky.social

2 weeks ago

Progressive Cut by BofA as Market Multiples Compress BofA trimmed Progressive's target in a Mar 24, 2026 note, citing lower market multiples and a recalibration of terminal-multiple assumptions (source: Investing.com).

Progressive Cut by BofA as Market Multiples Compress: BofA trimmed Progressive's target in a Mar 24, 2026 note, citing lower market multiples and a recalibration of terminal-multiple assumptions (source:… 👈 Read full analysis #MarketAnalysis #InvestmentStrategies #BofA #ProgressiveInsurance #Stocks

Fazen Capital

@fazencapital.bsky.social

2 weeks ago

Hong Kong Extends Family Office Tax Concessions Hong Kong will broaden family-office tax concessions, Secretary Christopher Hui said on Mar 24, 2026; profits tax is 16.5% (8.25% on first HK$2M).

Hong Kong Extends Family Office Tax Concessions: Hong Kong will broaden family-office tax concessions, Secretary Christopher Hui said on Mar 24, 2026; profits tax is 16.5% (8.25% on first HK$2M). 👈 Read full analysis #HongKong #TaxConcessions #FamilyOffice #FinancialNews #InvestmentStrategies

Fazen Capital

@fazencapital.bsky.social

2 weeks ago

Megacap Tech: Only 2 Names Make Josh Brown List Only two megacap tech names made Josh Brown's best-stocks list on Mar 23, 2026; S&P data shows the top five were ~28% of the S&P 500 by market cap on Dec 31, 2025.

Megacap Tech: Only 2 Names Make Josh Brown List: Only two megacap tech names made Josh Brown's best-stocks list on Mar 23, 2026; S&P data shows the top five were ~28% of the S&P 500 by market cap on Dec 31, 2025. 👈 Read full analysis #TechStocks #InvestmentStrategies #StockMarket #Megacap #JoshBrown

Fazen Capital

@fazencapital.bsky.social

3 weeks ago

Tech Stocks: $10k Stakes in Three Names Retail investor disclosed $10,000+ across 3 tech stocks on Mar 21, 2026; S&P tech weighting was ~33% at end-2025, Nasdaq YTD +6.8% (Mar 20, 2026).

Tech Stocks: $10k Stakes in Three Names: Retail investor disclosed $10,000+ across 3 tech stocks on Mar 21, 2026; S&P tech weighting was ~33% at end-2025, Nasdaq YTD +6.8% (Mar 20, 2026). Read full analysis 👉 #TechStocks #Investing #Finance #StockMarket #InvestmentStrategies