347 results for "Howard Marks":

Showing 211 - 220 of 347 results

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., This was epitomized by the TV commentator who reported, “Howard Marks says it’s time to get out.”
Will It Be Different This Time

A l l R i g h t s R e s e r v e d Memo to: OaktreeClients and Friends From: Howard Marks Re: WillItBeDifferentThisTime?
The Impact of Debt_SC

 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： 债务的影响 我的合伙人布鲁斯·高树 （ Bruce Karsh ）最近向我分享了一篇关于国际象棋的报纸文章，我以此 为灵感写下了短篇备忘录《富贵险中求》 （ The Indispensability of Risk ） 。
Cockroaches in the Coal Mine

 © 2025 Oaktree Capital Management, L.P All Rights Reserved Follow us: Memo to: Oaktree Clients From: Howard Marks Re: Cockroaches in the Coal Mine Pardon the mixed metaphor, but I couldn’t resist.
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.
Something of Value_SC

版权所有 关注我们： 备忘录： 致橡树资本 （ Oaktree Capital ）的客户 发信人： 霍华德·马克斯（ Howard Marks ） 主题： 关于价值 如果有人问我，疫情之下，有没有仍令我感到愉悦的事，我首先想到的是，我有机会用更多时 间陪伴家人。
A Look Under the Hood

All Rights Reserved Follow us: Memo to: Oaktree Clients From: Howard Marks Re: A Look Under the Hood Over the last 56 years, I’ve spent a lot of time making suggestions to clients regarding their investment processes and portfolios, and I’ve been on the client side as a member of various investment committees., But if we can beat our peers in bad times and do almost as well or better in good times, that may be the most solid reason for awarding high marks.
On the Couch

All Rights Reserved Follow us: Memo to: Oaktree Clients From: Howard Marks Re: On the Couch I woke up early on Saturday, December 12 – the morning after a day of significant declines in stocks, credit and crude oil – with enough thoughts going through my mind to keep me from going back to sleep.