292 results for "memo":
Showing 241 - 250 of 292 results
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.)
Assessing Performance Records a Case Study
Memo to: OaktreeClients From: Howard M a r k s R e : AssessingPerformance Records – A Case Study What are the non-negotiable requirements for accurately assessing investment performance?, in my memo Pigweed, from December 7, 2006
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., It’s been challenging to organize all I’ve learned and boil it down for a memo, but here it is, was the title of a memo I wrote on March 5, 2009, discussing whether the Obama administration’s rescue plan would be successful., My purpose in writing this memo was to summarize and explain the developments in Europe, and that’s the vein in which I started.
You Can't Predict You Can Prepare
A l l R i g h t s R e s e r v e d For the title of this memo I’ve borrowed the tagline from Mass Mutual’s advertising campaign., Memo to: OaktreeClients From: Howard M a r k s R e : YouCan't Predict., I described in my last memo, "What Lies Ahead?, In April 1991 , in just my second general memo to clients, I described the market as follows: The mood swings of the securities markets resemble the movement of a pendulum.
Now What
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 : Now W h a t ?, And there you have it: five pages devoted to the past in a memo about the future.
The Aviary
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 : The A v i a r y R a t h e r t han dwell this time on a single subject, I want to cover a few., My December memo “No Different This Time” included the following among the key lessons of ‘07: Investment survival has to be achieved in the short run, not on average over the long run.
A Fresh Start Hopefully
Memo t o : O a k t r e e C l i e nts F r o m: Howard M a rks Re: AFreshStart (Hopefully) For years I kept these memos away from anything related to politics.
March 2024 Edition Roundup
Oaktree Co-Chairman Howard Marks discussed this view in detail in his recent memo, Easy Money. 4.
Conversation Conference 2024
I don’t think it should be. 2 Now, the memo focuses on the period from ‘09, at the beginning of which, the Fed took the fed funds rate to zero for the first time in history to fight the Global Financial Crisis, to the end of ‘21 when it gave up on inflation being transitory and decided to raise interest rates, which it did in early ‘22., The memo I put out in January entitled Easy Money was actually inspired by an English financial historian named Edward Chancellor and a book he wrote called The Price of Time.
Are You An Investor or a Speculator
Memo to: Oaktree Clients and Friends From: Howard Marks Re: Are You An Investor or a Speculator?, In an April 1991 memo entitled "The Pendulum," we discussed the market's usual oscillation between euphoria and depression, and thus between overpriced and underpriced.