300 results for "memo":
Showing 241 - 250 of 300 results
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.
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.
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.
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.
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
Risk in Todays Markets
A l l R i g h t s R e s e r v e d Memo To: Clients From: HowardS.Marks,TCW Re: RiskinToday's Markets The ability of the stock market to react so harshly on February 4 to a small, Fed- mandated rise in interest rates, pushing the Dow down 96 points, suggests a lack of preparedness for negative developments.
The Feeling's Mutual
A l l R i g h t s R e s e r v e d Memo To: OaktreeClients From: HowardMarks Re: TheFeeling's Mutual Throughout the recent, seemingly endless series of scandals, complaints, settlements, indictments and meltdowns involving corporations, auditors, brokerage firms, investment banks and hedge funds, the mutual fund industry remained untouched.
Oaktree Capital Management
Read the article: https://bloomberg.com/news/articles/2026-03-11/oaktree-s-rosenberg-says-credit-markets-are-showing-resilience #AlternativeInvesting #InsightsInFocus Feb 27, 2026 In his latest memo, @HowardMarksBook revisits the subject of AI, providing his observations on its essence; immense power, speed, and autonomy; its limitations; and its potential implications for investing.
Learning from Enron
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 : LearningFrom Enron The investigation was not completed until June . . ., The article, and particularly the last sentence quoted above, prompted me to write a year- end memo to Oaktree' s staff stressing the importance of taking "the high road" and describing Enron as "a pretty good example of what Oaktree doesn't want to be, Sherron Watkins might be the closest thing thus far, and she certainly did raise red flags in her memo of August., Before I do so, I'll have to get over the large number of references in her memo not to what was right or wrong, but to what might be found out., I apologize for the length of this memo, but the Enron matter is so sweeping and multi- faceted that I found it inescapable.