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5 days ago · All Insights. Memos From Howard Marks. Market Commentary. Education. Press. Show: All Categories. press Jul 18, 2024 Lloyds Bank and Oaktree Partner to Launch a New Direct Lending Facility Read. memos Jul 17, 2024 The Folly of Certainty Read.
5 days ago · Memos from Howard Marks. Jul 17, 2024. Download PDF; Listen to Memo; Archived Memos; Subscribe. The Folly of Certainty. The impetus for my memos can come from a wide variety of sources. This one was inspired by an article in The New York Times on Tuesday, July 9. What caught my eye were a few words in the sub-headline: ...
Apr 17, 2024 · In May, I wrote a follow-up memo to Sea Change (December 2022) that was shared exclusively with Oaktree clients. In Further Thoughts on Sea Change , I argued that the trends I had highlighted in the original memo collectively represented a sweeping alteration of the investment environment that called for significant capital reallocation. This ...
Nov 22, 2022 · Howard Marks, Co-Chairman of Oaktree Capital, discusses the disadvantages of short-term thinking, the difference between volatility and risk, and the one word he believes defines the essence of investment excellence. READ THE MEMO. Howard Marks weaves together some of the themes he’s explored in 2022 to explain what he believes really matters ...
5 days ago · On October 12, 1990, Oaktree Co-Chairman Howard Marks published his first memo to clients. In the decades since, he has periodically released memos reflecting his viewpoint on the investment landscape, as well as more general business insights. On this podcast we'll hear the latest memos by Howard,….
4 days ago · Greggory DiSalvo/iStock via Getty Images. The impetus for my memos can come from a wide variety of sources. This one was inspired by an article in The New York Times on Tuesday, July 9. What ...
Jun 18, 2024 · Howard Marks’s latest memo explores recurring investment themes to contextualize the current market correction and the bull market that preceded it. He discusses the role played by financial innovations like SPACs and cryptocurrencies and why he believes psychology, not fundamentals, primarily drives investment cycles – and likely always will.
Oct 15, 2023 · This is Howard Marks follow-up memo to 'Sea Change' published in Dec. 2022. Click here to read his latest thoughts on the current investment environment.
Dec 13, 2022 · Falling stock and bond prices caused FOMO to dry up and fear of loss to replace it. The markets’ decline gathered steam, and the things that had done best in 2020 and 2021 (tech, software, SPACs, and cryptocurrency) now did the worst, further dampening psychology.
5 days ago · In his latest memo, Howard Marks considers what financial history can teach us about periods of easy money, the impact they have on investor behavior, and what happens when they end. He analyzes macroeconomic trends using insights from Edward Chancellor’s latest book The Price of Time: Th…
