OWL Forecast + Trading Strategies


Bullish Case: OWL's diversified loan portfolio, strategic M&A, and resilient earnings growth in a stabilizing economy support a compelling bullish case. Recent favorable term structures and mitigated market implied volatility also bolster upward potential.


Bearish Case: Risks include potential rising non-accrual rates amid economic pressures, high borrower defaults, and challenges in integrating acquisitions, potentially impacting OWL's profitability negatively.


Potential Outcomes:

1) Continued AUM growth and portfolio appreciation (60%).

2) Rising defaults in prolonged downturn (30%).

3) Successful M&A boosts performance (10%).


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June 30, 2024










Correlated Assets

Assets that tend to move strongly with OWL



ETRN Forecast + Options Trading Strategies   ETRN  Equitrans Midstream (0.82)


XLE Forecast + Options Trading Strategies   XLE  Energy Select Sector SPDR (0.47)


LI Forecast + Options Trading Strategies   LI  Li Auto (-0.7)


VFC Forecast + Options Trading Strategies   VFC  VF (-0.79)



Uncorrelated Assets

Assets with little price relationship to OWL



XLE Forecast + Options Trading Strategies   XLE  Energy Select Sector SPDR (0.47)


LI Forecast + Options Trading Strategies   LI  Li Auto (-0.7)


VFC Forecast + Options Trading Strategies   VFC  VF (-0.79)


ETRN Forecast + Options Trading Strategies   ETRN  Equitrans Midstream (0.82)



Anticorrelated Assets

Assets that tend to move strongly against OWL



ETRN Forecast + Options Trading Strategies   ETRN  Equitrans Midstream (0.82)


XLE Forecast + Options Trading Strategies   XLE  Energy Select Sector SPDR (0.47)


LI Forecast + Options Trading Strategies   LI  Li Auto (-0.7)


VFC Forecast + Options Trading Strategies   VFC  VF (-0.79)


OWL News over Time





Click points to explore news by date. News sentiment ranges from -10 (very negative) to +10 (very positive) where 0 is neutral.






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