Blue Owl Capital Just Showed Green Shoots Of A Big Recovery

Blue Owl Capital has been hammered by fears of AI-driven loan disruption and a private-credit "liquidity mismatch." However, it just showed green shoots that its nightmarish start to 2026 may soon be over. I provide a detailed update on my OWL investment thesis.

I last wrote about Blue Owl Capital (OWL) back in April, when I covered the bear thesis that has been driving the stock lower year to date, while also explaining why I thought that the bear thesis was