351 results for "Howard Marks":
Showing 231 - 240 of 351 results
The Power of Credit
Sheldon Stone: I think Howard [Marks] summed it up best when he said, “Move forward, but with caution.”
35 Years of Memos - Transcript
Howard Marks Thank you, Harry., Howard Ye a h ., Howard No., Howard Right., Howard Okay.
The Roundup September 2025 Edition
Plus, we’ve included an excerpt from Howard Marks’s latest memo., Th e R oundup Top Ta ke aways from Oaktree’s Quarterly Letters Insights Howard Marks Co-Chairman Insights 2 2.
On Regulation
Memo to: Oaktree Clients From: Howard Marks Re: OnRegulation I’ve been asked why there weren’t any memos during the twelve weeks between September 9 and December 1.
Gimme Credit
Memo to: Oaktree Clients From: Howard Marks Re: Gimme Credit The questions I get from clients enable me to understand in real time what’s on their minds., Is there a limit on the ability of managers to keep marks too high?
Tell Me I'm Wrong
A l l R i g h t s R e s e r v e d Memo to: Oaktree Clients From: Howard Marks Re: Tell Me I’m Wrong My readers treat me well., Post-World War I Germany was assessed war reparations it couldn’t afford, so it simply over-stamped its 1,000 mark notes “1 million marks.”, All of a sudden it had created enough marks to pay its debt to the world . . . and destroyed the purchasing power of its currency
It’s All Good . . . Really?
A l l R i g h t s R e s e r v e d Memo to: OaktreeClients From: Howard Marks Re: It’s All Good . . .
Nobody Knows II
All Rights Reserved Follow us: Memo to: Oaktree Clients From: Howard Marks Re: Nobody Knows II I wrote most of this memo over this past weekend, on the heels of the tumultuous seven-day correction.
Nobody Knows (Yet Again)
All Rights Reserved Follow us: Memo to: Oaktree Clients From: Howard Marks Re: Nobody Knows (Yet Again) On Monday, September 15, 2008, shortly after the close of the New Yo rk Stock Exchange, Lehman Brothers surprised the world by filing for bankruptcy.
AI Hurtles Ahead
© 2026 Oaktree Capital Management, L.P All Rights Reserved Follow us: Memo to: Oaktree Clients From: Howard Marks Re: AI Hurtles Ahead When I was preparing to write my December memo about artificial intelligence, Is It a Bubble?, framed in terms of me (talk about knowing how to argue a point): Howard, everything you know about investing came from other people.