AFC Gamma

Advanced Flower Capital's Q4 earnings report led to a 20%+ stock drop in a single day due to a dividend cut from $0.33 to $0.23 per share. Despite borrower issues, AFCG offers a 14.6% yield and trades at 0.7x book value, presenting a potential investment opportunity. Management's ability to recover and redeploy capital from troubled loans is crucial for sustaining dividends and improving distributable earnings.» Mehr auf seekingalpha.com

US equity markets posted modest gains this week - snapping a four-week losing streak - as investors parsed commentary and updated forecasts from the Federal Reserve's policy meeting. Ahead of the looming April 2nd unveiling of reciprocal tariffs, investors were relieved by FOMC projections showing that 11-of-19 policy markets still expect at least two rate cuts this year. Disappointing retail sales data indicated that economic uncertainty is beginning to affect real-world consumer behavior. Housing market data was relatively solid, however, sparking an upward revision to the GDPNow forecast.» Mehr auf seekingalpha.com

US equity markets remained under pressure this week as encouraging inflation data and a deal to avoid a government shutdown were offset by further tariff escalations and weak sentiment data. Markets struggled to agree on how the FOMC will interpret the latest economic data, with recent "hard data" showing encouraging trends while "softer" survey data has painted a far-bleaker outlook. Following its worst week in six months, the S&P 500 finished lower by another 2.3% this week - its fourth-straight week of declines - which dragged the index into "correction territory."» Mehr auf seekingalpha.com