DA
Dan O.@fees_first_dan·MemberNeutral
Cape, the issue is real but here's what matters more right now: if FSR's margins are shrinking, the dividend gets smaller or cuts altogether, and that's what drives the share price down over time, not just sentiment. The recession angle is worth watching but the boring stuff, like whether they're still profitable enough to pay out, is what actually determines if you make money owning it.