351 results for "Howard Marks":

Showing 201 - 210 of 351 results

Yet Again

All Rights Reserved Follow us: Memo to: Oaktree Clients From: Howard Marks Re: Yet Again?, “The story from Howard Marks is ‘it’s time to get out.’ ” 2., “I appreciate Howard Marks’s message but I think now is no more a time to be cautious than at any other time.
Performing Credit Quarterly 3Q2021: The Great Debate

.” – Howard Marks, Thinking About Macro The third quarter of 2021 presented economic forecasters with a host of surprises: natural gas prices spiked by over 30% in one month, the 10-year Treasury yield recorded one of its biggest one-week jumps of the year, and the U.S. economy created less than 200,000 jobs in September – the month when Americans were supposed to flood back into the labor force., As Oaktree co-founder Howard Marks recently wrote, no one fully understands – let alone can predict – inflation dynamics., We believe structuring expertise can be a significant advantage in this market, as it can potentially enable investors to earn excess return, especially in situations that many managers have neither the background nor the skillset to tackle. move forward, but with caution As Howard recently reiterated, “it’s one thing to have an opinion, but something very different to assume it’s right and bet heavily on it.”
Not Enough

All Rights Reserved Follow us: Memo to: Oaktree Clients From: Howard Marks Re: Not Enough Whatever affects one directly, affects all indirectly.
Easy Money_TC

保留所有權利 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： 當資金唾手可得 ­­­­ 背景：我自 1990 年開始撰寫備忘錄。
Shall We Repeal the Laws of Economics_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： 我們是否應該放棄經濟法則？
The Illusion of Knowledge_SC

版权所有 关注我们： 备忘录： 致橡树资本 (Oaktree) 的客户 发信人： 霍华德·马克斯 (Howard Marks) 主题： 认知的错觉 自 1993 年 2 月开始写第一篇备忘录，预测的价值，雨源自何处 (The Value of Projections, or Where ' d All This Rain Come From) 开始，我一直在表达我将“预测”置之度外。
Political Reality Meets Economic Reality

All Rights Reserved Follow us: Memo to: Oaktree Clients From: Howard Marks Re: Political Reality Meets Economic Reality In 2016 I wrote Economic Reality (in May) and Political Reality (in August), two memos covering subjects I thought were important and timely.
Fewer Losers, or More Winners_TC

保留所有权利 備忘錄： 致橡樹資本（ Oaktree ）的客戶 發信人： 霍華·馬克斯（ Howard Marks ） 主題： 減少損失還是增加獲利？
Coming into Focus

All Rights Reserved Follow us: Memo to: Oaktree Clients From: Howard Marks Re: Coming into Focus Roughly two months have passed since my last memo, Time for Thinking, and still not much has changed in the economy or the markets.
Random Thoughts on the Identification of Investment Opportunities

A l l R i g h t s R e s e r v e d URandom Thoughts on the Identification of Investment Opportunities Howard S., Marks -- January 24, 1994 1.