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Nomlungu oohh i see jolly good film

Ooooohhooohooo

Nomlungu the smelly skun in the room. this got me thinking about the film with peter sellers (being there).

https://en.wikipedia.org/wiki/Being_There

Https://www.rfi.fr/en/france/20260404-french-central-bank-nets-%E2%82%AC13bn-from-us-gold-sale-consolidates-reserves-in-paris

Https://youtube.com/shorts/uoclL_0K1MU?si=UHcA2FzkG6FuakbA

A garden pond serves as an excellent metaphor for investing because both require patience, strategic planning, maintenance, and a long-term perspective to produce a rewarding, thriving outcome. Just as a neglected pond becomes murky and imbalanced, a neglected portfolio can suffer from volatility and lack of growth.

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Key Aspects of the Blue Owl Saga:

Liquidity Crisis: Blue Owl Limited withdrawals from its private credit funds following $5.4 billion in redemption requests, forcing a move to return capital slowly rather than through regular redemptions.

Failed Merger: A November 2025 plan to merge the private Blue Owl Capital Corporation II (OBDC II) into the public Blue Owl Capital Corporation (OBDC) was canceled after market uproar regarding a potential ~20% loss for investors.

Asset Sales: The company agreed to sell $1.4 billion in loans to meet liquidity needs for older funds.

Market Impact: The issues caused shares in Blue Owl (OWL) and other private credit managers, such as Ares and Blackstone, to fall sharply.

Litigation: A class-action lawsuit alleges the firm provided misleading financial forecasts regarding its liquidity,.

Morningstar

Morningstar

+4

Despite these issues, Blue Owl has indicated that the underlying portfolio performance remains robust, with no significant spike in defaults, suggesting the issue is one of liquidity

Invest in 🇯🇵 the answer ✨

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What to buy is oil 🛢 and gas ⛽ i

Nomlungu great 👍 thanks

So what is safe atm with the 🐒 in charge 🤔

The baffon has no shame lies lies lies 😒

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Drip feed is the answer 👌

This Iran war is going to get 😳 some 🔥

And companies like dec will go higher for sure.

The last known shipment of jet fuel to the UK from the Middle East is expected to arrive this week, pointing to the fast-approaching impact of the Iran war on airlines and travellers.

The shipment, on the Libyan-flagged “Maetiga” vessel, is due to arrive in the UK around Thursday from Saudi Arabia, data providers Kpler and Vortexa said. No other UK-bound cargoes from the region are visible on the water, given the blockage of the Strait of Hormuz, they added.

The UK has sourced at least half of its jet fuel from the Middle East in recent months, after turning away from Russian supplies following Vladimir Putin’s invasion of Ukraine and amid a decline in domestic refining.

The government has insisted that people should not worry about supply issues, and should book their summer holidays as normal. However, that message is increasingly juxtaposed with warnings from industry figures about coming shortages if the Iran war continues.

On Tuesday, following the FT’s reporting, Donald Trump posted “a suggestion” for countries including the UK “that can’t get jet fuel”: “Number 1, buy from the U.S., we have plenty, and Number 2, build up some delayed courage, go to the Strait, and just TAKE IT . . . Go get your own oil!”

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https://www.ft.com/content/f4320148-3d81-4bd0-9ab6-053a5bade188?syn-25a6b1a6=1

Private credit investment firm Blue Owl Capital was struck with a mammoth increase in redemption requests in the first quarter, with investors seeking to withdraw roughly $5.4bn from two of its flagship funds as questions intensify about the health of the asset class and the firm at its nexus.

The company on Thursday disclosed that withdrawal requests at its tech-lending fund, known as Blue Owl Technology Income Corp, had surged to 40.7 per cent of the fund’s $3bn value. Requests to exit the New York-headquartered firm’s marquee $20bn direct-lending fund, called Blue Owl Credit Income Corp, shot to 21.9 per cent of the fund’s value.

The limitation on outflows highlights the risks to individual investors who had flocked to so-called non-traded private credit funds over the past three years in periods of stress. Those wealthy individuals had been promised access to higher-yielding investments in exchange for limited liquidity.

Blue Owl said it had limited withdrawals to 5 per cent at both vehicles, a threshold embedded in many private credit funds that once crossed allows a manager to close the door to redemptions.

The two vehicles, which use leverage to amplify returns and multiply their ability to invest, managed portfolios worth more than $42bn at the end of 2025.

The attempted exodus eclipsed redemption requests experienced by Blue Owl’s largest peers, many of which have already limited withdrawals, underscoring investor concerns with its vehicles.

Bought loads on the us market yesterday. init to win it !

Trading share my fav atm. Best play by far 👏

I make hay 🏧

Atb