260 results for "memo":

Showing 191 - 200 of 260 results

2012-06-20-its-all-a-big-mistake

Memo to: OaktreeClients From: Howard M a r k s R e : It’sAllaBigMistake Mistakes are a frequent topic of discussion in our world., Hearing Bob put it that way gave me the immediate inspiration for this memo., I’ve mentioned before the frequency with which I feel I come across a particularly apt quote just when I need it for a memo in the making., 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.

2012-11-09-a-fresh-start-hopefully

Memo t o : O a k t r e e C l i e nts F r o m: Howard M a rks Re: AFreshStart (Hopefully) For years I kept these memos away from anything related to politics., President Obama’s Reply I’m proud to share the news that on the strength of my memos, I have been asked to craft a response for President Obama on this subject., 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., This memorandum, including the information contained herein, may not be copied, reproduced, republished, or posted in whole or in part, in any form without the prior written consent of Oaktree

Go Figure

All Rights Reserved Follow us: Memo to: Oaktree Clients From: Howard Marks Re: Go Figure!, That behavior calls to mind my January memo, “On the Couch,” on the subject of the market’s irrationality., In that memo, I included a cartoon showing a newscaster saying, “Everything that was good for the market yesterday was no good for it today.”, * * * This is the last memo on politics for a while, I hope (as may you)., This memorandum is being made available for educational purposes only and should not be used for any other purpose.

Different

All Rights Reserved Follow us: Memo to: Oaktree Clients Only From: Howard Marks Re: A Different World Our powers and choices are limited in the coronavirus environment, but one thing I can do is communicate., One of the questions I get most frequently concerning my memos is, “How long does it take to write one?”, But I decided on Sunday March 1 that the virus called for a memo, and it was issued on March 3., This memorandum is being made available for educational purposes only and should not be used for any other purpose., This memorandum, including the information contained herein, may not be copied, reproduced, republished, or posted in whole or in part, in any form without the prior written consent of Oaktree

Which Way Now

All Rights Reserved Follow us: Memo to: Oaktree Clients From: Howard Marks Re: Which Way Now?, I will borrow from others for the purposes of exposition in this memo, but not because I have reason to believe they’re correct): • The earliest countries to contract the virus have shown good progress., Last June, in my memo This Time It’s Different, I discussed Modern Monetary Theory, which – to simplify – says federal deficits and debt don’t matter., This memorandum is being made available for educational purposes only and should not be used for any other purpose., This memorandum, including the information contained herein, may not be copied, reproduced, republished, or posted in whole or in part, in any form without the prior written consent of Oaktree

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 I would be remiss if I didn’t ask you about one section of the memo where you include a graph that you’ve had in a num- ber of memos over the years.

March 2024 Edition Roundup

Oaktree Co-Chairman Howard Marks discussed this view in detail in his recent memo, Easy Money. 4.

The Roundup - Top Takeaways from Oaktree Conference 2024

In the beginning of the last credit cycle, when investors were still smarting from the fall- out of the Global Financial Crisis, risk tolerance was extremely low, and few borrowers could obtain leverage greater than six times EBITDA. 19 However, as the cycle progressed, memories of the carnage from 2008-09 began to fade and risk-taking increased.

special-editon---power-of-credit

Any offer of securities or funds may only be made pursuant to a confidential private placement memorandum, subscription documents and constituent documents in their final form.

Insights

Insights Subscribe Follow Us All Insights Memos From Howard Marks Market Commentary Education Press Show: All Categories Papers Podcasts Videos Load More Memos From Howard Marks Archived Memos Show: All Categories Papers Podcasts Videos Load More Market Commentary Show: All Categories Papers Podcasts Videos Load More Education Show: All Categories Papers Podcasts Videos Load More Press Archived Press Releases Show: All Categories Media Press Release Load More Oaktree Capital's Insights page offers expert analysis, market commentary, and investment perspectives to help investors understand current financial trends and strategies.