Blackstone: The 'Deal Dam' Is Breaking And The Fee Engine Is Scaling
黑石黑石(US:BX) Seeking Alpha·2026-01-05 10:03

Blackstone ( BX ) has pulled back over the last few months due to private credit worries then a worse-than-expected Q3. But I see this as a buying opportunity. Normally, BX trades at a high valuation (arguably still does), but thisI focus on thematic investing, crisis investing, systematic options trading through both premium selling and long-vol positions, and discretionary global macro. I have experience with private M&A along with many years of publicly-traded equities and equity-based derivatives tradin ...