347 results for "Howard Marks":

Showing 171 - 180 of 347 results

The Calculus of Value_TC

保 留 所 有 權 利 關 注 我 們 ： 備 忘 錄： 致橡樹資本（ Oaktree ）的客戶 發信人： 霍華德·馬克斯（ Howard Marks ） 主題： 價值演算 7 月 28 日，我搭乘一架沒有 Wi-Fi 的飛機飛往南美洲，無法接收郵件，也沒有娛樂活動。
The LME Wave

In a recent memo revisiting a subject he wrote about 25 years ago, co-chairman Howard Marks outlines why he believes a bubble is more a psychological state than a quantitative calculation: In my view, a bubble not only reflects a rapid rise in stock prices, but it is a temporary mania characterized by – or, perhaps better, resulting from – the following: highly irrational exuberance (to borrow a term from former Federal Reserve Chair Alan Greenspan), outright adoration of the subject companies or assets, and a belief that they can’t miss, massive fear of being left behind if one fails to participate (‘‘FOMO’’), and resulting conviction that, for these stocks, “there’s no price too high.”, Looking at the S&P 500 today, Howard indicated that while optimism has prevailed in the market for the last two years, the atmosphere isn’t necessarily one of wild exuberance.
What Does the Market Know?

All Rights Reserved Follow us: Memo to: Oaktree Clients From: Howard Marks Re: What Does the Market Know?
The Anatomy of a Rally

All Rights Reserved Follow us: Memo to: Oaktree Clients From: Howard Marks Re: The Anatomy of a Rally The background is well known to all
Special Edition: Investing in Real Assets Today

Frank is Oaktree’s Vice Chairman and works closely with Howard Marks, Bruce Karsh and Jay Wintrob in managing the firm.
Email Alerts

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The Role of Confidence

Memo to: Oaktree Clients From: Howard Marks Re: The Role of Confidence Confidence is generally defined as belief in one’s ability to choose a course of action and execute on it.
Ruminating on Asset Allocation_TC

版權所有 關注我們： 備忘錄： 致橡樹資本（ Oaktree ）的客戶 發信人： 霍華德·馬克斯 （ Howard Marks ） 主題： 關於資產配置的思考 當我出差拜訪客戶並且與他們沉浸式地探討投資和市場一連數日時，我常常會文思泉湧。
Cockroaches in the Coal Mine_TC

保 留 所 有 權 利 關 注 我 們 ： 備 忘 錄： 致橡樹資本（ Oaktree ）客戶 發信人： 霍華德·馬克斯（ Howard Marks ） 主題： 礦井裡的蟑螂 這個比喻雖然不倫不類，但深得我心。
The Indispensability of Risk

All Rights Reserved Follow us: M emo to: Oaktree Clients From: Howard Marks Re: The Indispensability of Risk Oftentimes, we’re best able to understand something we’re interested in through analogies that clarify the matter by establishing connections between it and other parts of life.