KKR Forecast + Trading Strategies



Bearish<—>Bullish



80% Confidence




Bullish Case: Strategic expansions in Asia and investments in tech sectors position KKR well for future growth. Positive sentiment and stable fundamentals support potential upside.




Bearish Case: Rising interest rates and high debt exposure present significant downside risks. Market volatility could negatively impact leveraged investments.




Potential Outcomes:

1. Strategic growth from Asian investments - 60%

2. Interest rate impacts profitability - 35%

3. Market volatility influences trading sideways - 20%




Trading Oracle: Bearish Long Volatility strategy fits current conditions as volatility is high. This exploits downside protection while benefiting from potential sharp moves, aligning with elevated implied volatilities across strikes.



April 23, 2025










Correlated Assets

Assets that tend to move strongly with KKR



IWR Forecast + Options Trading Strategies   IWR  BlackRock Institutional Trust Company N.A. - iShares Russell Mid-Cap (0.95)


NOW Forecast + Options Trading Strategies   NOW  ServiceNow (0.95)


VB Forecast + Options Trading Strategies   VB  Vanguard Group, Inc. - Vanguard Small Cap (0.95)


PNC Forecast + Options Trading Strategies   PNC  PNC Financial Services (0.95)


COLB Forecast + Options Trading Strategies   COLB  Columbia Banking System (0.94)



Uncorrelated Assets

Assets with little price relationship to KKR



FLNC Forecast + Options Trading Strategies   FLNC  Fluence Energy (-0.0)


ZIM Forecast + Options Trading Strategies   ZIM  Zim Integrated Shipping Services (0.01)


KOLD Forecast + Options Trading Strategies   KOLD  ProShares UltraShort Bloomberg Natural Gas (-0.01)


EPI Forecast + Options Trading Strategies   EPI  WisdomTree India Earnings (-0.01)


NOG Forecast + Options Trading Strategies   NOG  Northern Oil and Gas (-0.01)



Anticorrelated Assets

Assets that tend to move strongly against KKR



SHEL Forecast + Options Trading Strategies   SHEL  Shell Plc - ADR (Representing) (-0.75)


WU Forecast + Options Trading Strategies   WU  Western Union (-0.75)


EC Forecast + Options Trading Strategies   EC  Ecopetrol SA (-0.84)


DG Forecast + Options Trading Strategies   DG  Dollar General (-0.86)


SPDN Forecast + Options Trading Strategies   SPDN  Direxion Daily S&P 500 Bear 1X Shares (-0.96)









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