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Strategies & Market Trends : Young and Older Folk Portfolio

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To: Smart_Asset who wrote (23935)12/24/2025 11:43:18 AM
From: SeeksQuality1 Recommendation

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Smart_Asset

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Re: The only addition if I may, is the quality of the players.

Absolutely, and that is key. The top quality players will survive a crash, scoop up assets at "fire sale" prices, and ultimately prosper. The wannabes will be bankrupt and selling assets at "fire sale" prices.

They aren't exactly in the same business, but Blue Owl reportedly has backed out of a $10B deal, and Citadel has chosen to return excess capital to its investors. These are signs that at least some of the major players are seeing an unfavorable risk/reward environment.
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