233 results for "memo":

Showing 211 - 220 of 233 results

Latest Update

All Rights Reserved Follow us: Memo to: Oaktree Clients Only From: Howard Marks Re: Latest Update I’m going to do all I can to provide information and views throughout this crisis, albeit perhaps without the kind of narrative or literary flourish I usually try for.

Performing Credit Quarterly 4Q2023: The Goldilocks Trap

As Howard recently noted in his memo Easy Money: Low interest rates made it: easy to run a business, with the stimulated economy growing unabated for more than a decade; easy for investors to enjoy asset appreciation; easy and cheap to lever investments; easy and cheap for businesses to obtain financing; and easy to avoid default and bankruptcy.

2005-04-11-oaktree-at-ten

 Memo to: OaktreeClients From: Howard M a rks Re: OaktreeatTen OaktreeCapital Management, LLC opened its doors ten years ago, on April 10, 1995.

2011-11-16-its-all-very-taxing

Memo to: OaktreeClients From: Howard M a r k s R e : It’sAllVeryTaxing Theissueissimple: the U.S. government generally spends more than it brings in . . . and recently, a lot more., What’s Fair is Fair This memo got its start as an excuse for me to write about one of my greatest pet peeves: the so-called “fair share.”

2008-09-19-nobody-knows

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 : Nobody K n o w s T h e t i t l e o f t h i s m emo isn’t a joke; I mean it.

The Roundup: Top Takeaways From Oaktree’s Quarterly Letters - 4Q2022

(See Howard’s memo The Illusion of Knowledge for Oaktree’s view on the usefulness of macro forecasting.)

The Insight Conversations - On the Lookout

Harry We l l , l o o k i n g a t t h e e q u i t y ’s point again, we must mention Howard’s latest memo, Calculus of Va l u e , o u t We d n e s d a y, the 14th of August., Harry Howard does say in the memo, basically, anybody under the age of 35 hasn’t seen a proper crisis.

The Roundup: Top Takeaways from Oaktree’s Quarterly Letters - March 2024 Edition

Private credit based on Oaktree observations in the market, as of February 29, 2024. 3 Oaktree Co-Chairman Howard Marks discussed this view in detail in his recent memo, Easy Money. 4 This refers to the yield-to-two-year-call. 5 Based on Oaktree observations in the market, as of February 29, 2024. 6 Bank of America, as of January 5, 2024. 7 JP Morgan, as of February 14, 2024. 8 Based on estimates from industry peers, as of October 26, 2023. 9 Real Capital Analytics, as of February 29, 2024. 10 Refinitiv Global Focus Convertible Bond Index (USD Hedged), FTSE All-World Total Return Index (Local Currency), as of December 31, 2023. 11 Bloomberg, as of January 31, 2024. 12 BofA Global Research, as of December 31, 2023. 13 BofA Global Research, as of December 31, 2023. 14 MSCI China Index, as of January 31, 2024

2003-03-11-whad-ya-know

A l l R i g h t s R e s e r v e d Memo to: OaktreeClients From: Howard M a rks Re: Whad’Ya K n o w ?, UThe Value of Predictions II The P&I survey reminded me of a memo I wrote in 1996 under the above title.

This Time It's Different

All Rights Reserved Follow us: Memo to: Oaktree Clients From: Howard Marks Re: This Time It’s Different I first came across the title of this memo in an article titled “Why This Market Cycle Isn’t Different” by Anise C.