347 results for "Howard Marks":
Showing 271 - 280 of 347 results
The Illusion of Knowledge
All Rights Reserved Follow us: Memo to: Oaktree Clients From: Howard Marks R e: The Illusion of Knowledge I’ve been expressing my disregard for forecasts for almost as long as I’ve been writing my memos, starting with The Value of Predictions, or Where’d All This Rain Come From in February 1993., – Mark Twain As I mentioned in my recent memo Thinking About Macro, in the 1970s we used to describe an economist as “a portfolio manager who never marks to market.”
Opportunistic Credit - AI and the New Chapter of Software Transcript
To borrow some words from Howard [Marks], it’s clear that there’s been a sea change in the software markets., Allen Li: Nick, myself, and the team, we're always weighing the risk-reward trade-off, and as Howard may put it, the proverbial pendulum of fear versus greed at any given time.
Implications of the Election_11716
All Rights Reserved Follow us: Memo to: Oaktree Clients From: Howard Marks Re: Implications of the Election I’m starting this memo a week before Election Day.
Further Thoughts on Sea Change
All Rights Reserved Follow us: Memo to: Oaktree Clients From: Howard Marks R e: Further Thoughts on Sea Change In May, I wrote a follow-up memo to Sea Change (December 2022) that was shared exclusively with Oaktree clients.
A Look Under the Hood_SC
保 留 所 有 权 利 关 注 我 们 ： 备 忘 录： 致橡树资本（ Oaktree ）客户 作者： 霍华德·马克斯（ Howard Marks ） 主题： 一窥投资奥秘 过去 56 年间，我花了很多时间为客户提供有关投资流程和投资组合的建议，也曾以多个投资 委员会成员的身份，站在客户立场参与决策。
Time for Thinking
All Rights Reserved Follow us: Memo to: Oaktree Clients From: Howard Marks Re: Time for Thinking In the early weeks and months of the novel coronavirus pandemic and the related shutdown of the economy, the pace of economic and health developments was frenetic.
Gridlock
Trade policy is a new variable for investors to contend with, but as Howard Marks recently reminded us ‘‘there’s no such thing as foreknowledge here, just complexity and uncertainty, and we must accept that as true.’’
PCQ 3Q2024
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 Winds of Change_SC
版权所有 关注我们： 备忘录： 致橡树资本（ Oaktree ）的客户 发信人： 霍华德·马克斯（ Howard Marks ） 关于： 改变进行时 由于疫情的关系，过去 20 个月是最不寻常的时期，但在那段时间里，很多事情都感觉没有变化。
Ruminating on Asset Allocation
All Rights Reserved Follow us: Memo to: Oaktree Clients From: Howard Marks Re: Ruminating on Asset Allocation When I travel to see clients and spend entire days discussing investing and the markets, memo ideas often pop up.