306 results for "memo":
Showing 301 - 306 of 306 results
What Really Matters?
I’ve gathered a few ideas from several of my memos this year – plus some recent musings and conversations – to form the subject of this memo: what really matters or should matter for investors.
PCQ 1Q2024
(a memo I thought mattered but which garnered relatively little response), the answers to questions about rate cut details aren’t meaningful, as any impact is likely to disappear within a few months.
PCQ 4Q2023
As Howard recently noted in his memo Easy Money: Low interest rates made it: • easy to run a business, with the stimulated economy growing unabated for more than a decade; • easy for investors to enjoy asset appreciation; • easy and cheap to lever investments; • easy and cheap for businesses to obtain financing; and • easy to avoid default and bankruptcy.
The Most Important Thing
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 : TheMostImportantThing AsImeet with clients and prospects, I repeatedly hear myself say, “the most important thing is x.”
Performing Credit Quarterly 1Q2024: Unusually Uncertain
(a memo I thought mattered but which garnered relatively little response), the answers to questions about rate cut details aren’t meaningful, as any impact is likely to disappear within a few months.
The Insight Conversations - Keeping Composed
And Howard’s written a lot about this specifically in his Sea Change memo talking through just the decades of low interest rates that we’ve experienced.