According to @lisaabramowicz1, private credit is taking a big hit from its software exposure, citing Barclays as the source. Barclays data shows software now accounts for about 20% of BDC investments, up from around 10% in 2016, source: Barclays via @lisaabramowicz1. Given this concentration reported by Barclays via @lisaabramowicz1, traders in BDC equities and loans should closely track portfolio updates for software-related non accruals and realized losses.

According to @QCompounding, Francois Rochon states that to earn the roughly 10% average annual stock return, investors must stay invested in stocks rather than try to time the market, source: @QCompounding on X, 2025-12-07. Trading takeaway: align strategy toward maintaining core exposure and minimizing cash drag to capture the return referenced in the quote; for crypto participants, this supports keeping a baseline allocation to risk assets such as BTC and ETH instead of attempting to trade every swing, source: @QCompounding on X, 2025-12-07.