347 results for "Howard Marks":
Showing 241 - 250 of 347 results
Performing Credit Quarterly 3Q2024: Who Are the Lenders Now?
As Howard Marks often reminds us, investors should always be conscious of where we are in the market cycle – but never make bets based on macroeconomic predictions
The Folly of Certainty
Memo to: Oaktree Clients From: Howard Marks R e: The Folly of Certainty The impetus for my memos can come from a wide variety of sources.
It's Greek to Me
Memo to: OaktreeClients From: Howard M a r k s R e : It’sGreekto Me In the early part of this decade, I reviewed a few books for the Sunday Los Angeles Times., Here’s how guest contributor and hedge fund analyst Andrew Marks (also my son) sums up current sentiment: Sovereign debt has become like fiat currency, as it is supported only by people’s willingness to believe in other people’s willingness to refinance it.
Selling Out_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·馬克斯 (Howard Marks) 主題： 清倉離場 時光飛逝，一眨眼我的備忘錄已經寫到了第四十個年頭，有時候我也會想著是不是要封筆了， 畢竟這些年所有相關的主題都已寫過一遍了。
The Winds of Change
All Rights Reserved Follow us: Memo to: Oaktree Clients From: Howard Marks R e: The Winds of Change The last 20 months have been a most unusual period, thanks primarily to the pandemic, yet many things feel like they haven’t changed over that time span.
The Impact of Debt_TC
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： 債務的影響 我的合夥人布魯斯·高樹 （ Bruce Karsh ）最近向我分享了一篇關於國際象棋的報紙文章，我以此 為靈感寫下了短篇備忘錄《富貴險中求》 （ The Indispensability of Risk ） 。
Performing Credit Quarterly 3Q2020
To borrow from our Co-Chairman Howard Marks, “When uncertainty is high, asset prices should be low, creating high prospective returns that are compensatory.
Conversation at Panmure House
All Rights Reserved Follow us: Memo to: Oaktree Clients From: Howard Marks Re: Conversation at Panmure House I recently was asked by Patrick Schotanus of Edinburgh Business School to participate in their inaugural symposium on the subject of cognitive economics., * * * Patrick Schotanus: Hello, Howard., I got a note from Nick Train of Lindsell Train in London, saying something like, “I disagree with you, Howard: this isn’t a pendulum., PS: Howard, once again, thank you very much for sharing your insights with us, and we hope to welcome you in person one day in Panmure House.
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.
The Lessons of Oil
All Rights Reserved Memo to: Oaktree Clients From: Howard Marks Re: The Lessons of Oil I want to provide a memo on this topic before I – and hopefully many of my readers – head out for year- end holidays.