351 results for "Howard Marks":

Showing 221 - 230 of 351 results

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.
What Really Matters

All Rights Reserved Follow us: Memo to: Oaktree Clients From: Howard Marks R e: What Really Matters?
More on Repealing 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： 再論放棄經濟法則 去年 9 月，我撰寫了一份題為《我們是否應該放棄經濟法則？》
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?
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.
The Insight Conversations - Keeping Composed

Something that in fact felt very Howard Marks, the broader the range of potential outcomes, the less confidence in valuations, and the greater the likelihood of these hugely volatile price swings.
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。
Expert Opinion

All Rights Reserved Follow us: Memo to: Oaktree Clients From: Howard Marks Re: Expert Opinion In August, I mentioned that I had chosen the title “Political Reality” for my memo in part because of my liking for oxymorons., Radio “shock jocks” like Don Imus and Howard Stern chipped away at standards for language and demeanor, and news and talk shows emulated them.
The Roundup: Top Takeaways from Oaktree’s Quarterly Letters - December 2023 Edition

Howard Marks Co-Chairman When thinking about interest rates and inflation, it’s useful to ask, “What’s normal?”