306 results for "memo":

Showing 151 - 160 of 306 results

Whodunit

A l l R i g h t s R e s e r v e d Memo to: OaktreeClients From: Howard M a r k s R e : Whodunit w h o · d u n · i t – ( h ō ō d u n ´ i t ) n . a n a r r a t i v e dealing with a murder or a series of murders and the detection of the criminal (The Random House Dictionary of the English Language) The subprime crisis, credit crunch and possible recession are subjects of daily conversation., It’s the purpose of this memo to say where I think responsibility lies.,  William Conway of Carlyle Group attracted a lot of attention – but perhaps not all he deserved – for a January 2007 memo to his Carlyle colleagues, in which he wrote: As you all know (I hope), the fabulous profits that we have been able to generate for our limited partners are not solely a function of our investment genius, but have resulted in large part from a great market and the availability of enormous amounts of cheap debt. . . ., My wife Nancy says she likes this memo more than most, because the lesson is so easy to understand.
Risk Revisited

All Rights Reserved Memo to: Oaktree Clients From: Howard Marks Re: Risk Revisited In April I had good results with Dare to Be Great II, starting from the base established in an earlier memo (Dare to Be Great, September 2006) and adding new thoughts that had occurred to me in the intervening years., Also in 2006 I wrote Risk, my first memo devoted entirely to this key subject., This memo adds to what I’ve previously written on the topic., What Risk Really Means In the 2006 memo and in the book, I argued against the purported identity between volatility and risk., While writing the original memo on risk in 2006, an important thought came to me for the first time.
BTM Fewer Losers or More Winners

 1 Transcript Insights Behind the Memo: Fewer Losers, or More Winners?, Anna Szymanski Hello, and welcome to Behind the Memo with Howard Marks., And in the memo, you explain it through tennis., And that’s where the title of the memo comes from., Anna So as always, do you have any final thoughts about this memo?
How the Game Should Be Played

A l l R i g h t s R e s e r v e d Memo to: OaktreeClientsandFriends From: HowardMarks Re: HowtheGame Should Be Played One of the questions asked most often in connection with our leaving to form Oaktree - - perhaps second only to "where'd the name come from?", I believe this is the way much of the investment world thinks, but it's Uthe opposite of what we believe in.U In fact, I wrote a memo in 1990 to take issue with a money manager who justified his poor recent performance by saying "If you want to be in the top 5% of money managers, you have to be willing to be in the bottom 5%, too."
Is It a Bubble? (Audio)

In his latest memo, Howard Marks addresses the much-asked question, “Is there a bubble in AI?”
Cockroaches in the Coal Mine (Audio)

In his latest memo, Howard Marks examines the recent string of well-publicized credit problems.
Gimme Credit (Audio)

In his latest memo, Howard addresses a common question he’s been receiving over the last few months: “what about credit spreads?”
Mysterious

All Rights Reserved Follow us: Memo to: Oaktree Clients From: Howard Marks Re: Mysterious Most of the time, my memos have their origin in something interesting that’s happening in the world or in a series of events I come across that I think can be interestingly juxtaposed., The other day, my colleague Ian Schapiro, the leader of Oaktree’s Power Opportunities and Infrastructure groups, suggested I write a memo about negative interest rates., This question takes me back to my immediate response to Ian’s suggestion that I write this memo: nobody knows, and certainly not me.
The Best of. . .

 Memo to: Oaktree Clients From: Howard Marks Memo to: Oaktree Clients From: Howard Marks Re: The Best of . . ., I described in my last memo, "What Lies Ahead?, ” That prompted this memo in response., In my memo What Really Matters?, What was I to do but start in on a memo?
There They Go Again

A l l R i g h t s R e s e r v e d Memo t o : O a k t r e e C l i ents F r o m: Howard M a r k s R e : ThereTheyGoAgain Contributingto...euphoriaaretwofurtherfactorslittlenotedinourtime orinpasttimes., * * * Lately I’ve been speaking a lot from my last general memo, “Risk and Return Today” (October 27, 2004)., I was pleased to get a letter from Peter Bernstein in response to my memo, in which he said something wonderful: “The market’s not a very accommodating machine; it won’t provide high returns just because you need them, ” * * * If you look back at the recurring mistakes listed at the beginning of this memo, you’ll see some common threads.