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Strategies & Market Trends : Young and Older Folk Portfolio

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To: SeeksQuality who wrote (23936)	12/24/2025 11:50:49 AM
From: Smart_Asset	Read Replies (2) of 24941

<<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.>> The quality of the players certainly extends to the lenders but I was referring to the hyperscalers that would include all of the mag 7 and some others. Those 'players' don't often risk billions without real dd. Those commitments are structured so the risk is ameliorated. On a somewhat related subject why doesn't MAGS get some love? They just declare a $.44 dividend and the share price is up 30%+ for the ytd.

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