260 results for "memo":
Showing 101 - 110 of 260 results
Lines in the Sand
Thus I decided to write this memo on the topic for general circulation., Remember, as I wrote in a 2006 memo with the same title, you can’t eat IRR., My basic point in that memo was that what really matters is how much money an LP makes as a result of having committed to a fund., Legal Information and Disclosures This memorandum expresses the views of the author as of the date indicated and such views are subject to change without notice., This memorandum is being made available for educational purposes only and should not be used for any other purpose.
There They Go Again...Again
All Rights Reserved Follow us: Memo to: Oaktree Clients From: Howard Marks Re: There They Go Again . . ., Both of those memos raised doubts about investment trends that soon turned out to have been big mistakes., Those are only two of the many cautionary memos I’ve written over the years., Ditto In January 2013, I wrote a memo entitled “Ditto.”, The Seeds for a Boom My son Andrew worked extensively with me in preparing this memo.
Yet Again
All Rights Reserved Follow us: Memo to: Oaktree Clients From: Howard Marks Re: Yet Again?, As I said in the memo, “it’s not real” – there is no intrinsic value behind it., It’s time for caution, as I wrote in the memo, not a full-scale exodus., Thus I’ve realized the memo was diagnostic but not sufficiently prescriptive., If you believe what I said in the memo about the presence of risk today, you might want to opt for #3.
Latest Thinking
All Rights Reserved Follow us: Memo to: Oaktree Clients From: Howard Marks Re: Latest Thinking Travel to clients abroad and preoccupation with my coming book on cycles (final draft submitted just the other day) have combined to keep me from writing a memo since September, but fortunately not from thinking., , some readers of my July memo, “There They Go Again . . ., In September I observed that the cautionary July memo hadn’t said much with respect to what people actually should do about the markets, and I tried to remedy that., I wrote that in 1997, in a clients-only memo entitled “Are You an Investor or a Speculator?”, This memorandum is being made available for educational purposes only and should not be used for any other purpose.
Growing the Pie
“Will there still be memos?”, In the January memo, I set forth my view that in the last 10-20 years, the rising economic tide had stopped lifting all boats., In my January memo, I argued at length that capitalism can be credited with much of what made the United States what it is today., A lot of readers enjoyed the story in my January memo about the ten men who drank beer in a bar every night, with each paying according to his ability., This memorandum is being made available for educational purposes only and should not be used for any other purpose.
Conversation at Panmure House
In the late ’90s, I wrote a memo called What's It All About, Alpha?, I wrote in one of my memos – maybe it was What’s It All About, Alpha?, In the spring of 2007, I wrote a memo called The Race to the Bottom., PS: I’d like to talk more about the memo Investing Without People., In the memo Investing Without People, there are three sections.
Performing Credit Quarterly 3Q2022
As Howard Marks recently wrote in his memo The Illusion of Knowledge, few, i f a n y, i n vestors have the ability to consistently and profitably predict macroeconomic trends.
The Folly of Certainty
Memo to: Oaktree Clients From: Howard Marks R e: The Folly of Certainty The impetus for my memos can come from a wide variety of sources., It’ll be another of my “shortie” memos given the potentially limited shelf life of the Biden campaign., One is the extreme brevity of the financial memory. ” I often cite this factor, too., While these memos were on one of my favorite topics, they generated little response., Similarly, this past Saturday’s women’s final match at Wimbledon has provided a snippet for this memo.
Further Thoughts on Sea Change_JPN
最後に、「金融に関する記憶の極端な短さ（ the extreme brevity of the financial memory ）」と いうジョン・ケネス・ガルブレイス（ John Kenneth Galbraith ）の言葉を紹介しよう。
Not Enough
All Rights Reserved Follow us: Memo to: Oaktree Clients From: Howard Marks Re: Not Enough Whatever affects one directly, affects all indirectly., I’ve struggled to write this memo, and for that reason it’s late in coming., I have talked in my memos of the fact that in the latter half of the 20th century, there was an economic “tide that lifted all boats.”