Blue Owl's headquarters, reflecting the firm's pivotal role in the evolving landscape of private credit and software lending.
Blue Owl's headquarters, reflecting the firm's pivotal role in the evolving landscape of private credit and software lending.

A Very Stable Genius Assesses the Situation

Folks let me tell you this Blue Owl thing? It's a total witch hunt. They sold some loans big deal. Everyone's doing it. It's like when I sold those steaks Trump Steaks the best steaks believe me. Everyone wanted them. This Blue Owl they're saying they're accelerating redemptions. Sounds good to me. Faster is always better. Except when it comes to the Fake News they should slow down way down.

Redemptions Aren't Halting They're Just Changing

Craig Packer good guy very smart he's saying they're not halting redemptions. They're just changing the form. It's like when I said I wasn't firing anyone I was just letting them go. Big difference. And this whole thing with software firms the best firms by the way I know many top software executives personally great people. The loans are solid. Just like my deals the best deals everyone agrees. You can also check this news: Uber Ordered to Pay Millions in Landmark Sexual Assault Case.

The Canary in the Coal Mine or Just a Pigeon?

This Mohamed El Erian he's saying Blue Owl is a canary in the coal mine. Always with the drama. It's like when they said my election was going to be a disaster. Biggest landslide ever. Everyone said so. This whole thing is overblown. Blue Owl's loans are good loans. They're like my buildings solid beautiful the best.

Software: Not a Monolith Just Really Really Good

This software thing it's incredible. Everyone uses software. My tweets software. My rallies software. Even the Fake News uses software though they probably use the really bad failing software. Craig Packer is right. Software is an enabling technology. It's not a monolith. It's a beautiful beautiful thing. Just like me.

Durable Moats and Seniority: Winning!

Blue Owl they make loans to firms "with durable moats". Moats folks. Like castles. Strong impenetrable. And they have seniority. That's like being the President. You're in charge. The private equity owners would need to be wiped out before Blue Owl sees losses. It's like when I said 'I could stand in the middle of Fifth Avenue and shoot somebody and I wouldn't lose any voters.' That's seniority.

Perception vs. Reality: Fake News Strikes Again

The problem Blue Owl faces is one of perception bleeding into reality. That's what the Fake News does. They create a perception and then they say it's reality. It's a total scam. But the American people are smart. They see through it. Blue Owl's stock is down? Doesn't mean anything. My approval rating was always high very high even when they said it wasn't.


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