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Risk Revisited Again

All Rights Reserved Memo to: Oaktree Clients From: Howard Marks Re: Risk Revisited Again The operators of racetracks take a dim view of bettors who engage in “past-posting”: trying to get a bet down after the race is over (and the horses are “past the post”).

I Beg to Differ_TC

The Winds of Change_TC

So Much That's False Nutty

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 : SoMuchThat’sFalseand Nutty As reported in The New York Times of May 5, Warren Buffett told the crowd at this year’s Berkshire Hathaway annual meeting: There is so much that’s false and nutty in modern investing practice and modern investment banking., For his graduation from college this year, Andrew Marks wrote an insightful thesis on the behavior that gave rise to the credit crisis.

This Time It's Different

All Rights Reserved Follow us: Memo to: Oaktree Clients From: Howard Marks Re: This Time It’s Different I first came across the title of this memo in an article titled “Why This Market Cycle Isn’t Different” by Anise C.

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Shall We Repeal the Laws of Economics

Fewer Losers, or More Winners_SC

Insights Podcast - Conversations - PCQ 4Q2024

At Oaktree, one of the most quoted phrases is that stated by our founder Howard Marks, which is, “If we avoid the losers, the winners take care of themselves.”

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