292 results for "memo":
Showing 51 - 60 of 292 results
Inspiration from the World of Sports
All Rights Reserved Memo to: Oaktree Clients From: Howard Marks Re: Inspiration from the World of Sports I’m constantly intrigued by the parallels between investing and sports., In the latter memo, I listed five ways in which investing is like sports: It’s competitive – some succeed and some fail, and the distinction is clear, It was Yogi’s passing in late September that inspired this memo., This memo gives me a chance to discuss an invaluable clipping on the subject that I collected nine months ago and have been looking for an occasion to mention., The Victor’s Mindset It often seems that just as I’m completing a memo, a final inspiration pops up.
The Archive: You Bet!
In his 2020 memo You Bet!, , the first release from The Memo by Howard Marks: The Archive, an audio library we're creating of the memos Howard has published over the last 34 years.
Thinking About Macro
That’s why Howard has devoted his latest memo to a topic he largely disavows: macro forecasting.
The Rewind - Something of Value
Howard reflects on this memo, originally published on January 11, 2021, with his son Andrew Marks.
Fewer Losers, or More Winners?
In his latest memo, Howard Marks discusses the essential choice in both investing and sports.
Performing Credit Quarterly 1Q2023
As part of the discussion, they explore Howard’s memo Lessons from Silicon Valley Bank.
Taking the Temperature
In his latest memo, Howard Marks discusses five market calls he’s made during his career.
The Rewind - The Route to Performance
We start with his very first memo, “The Route To Performance,” originally published on October 12, 1990.
Lessons from Silicon Valley Bank
In his latest memo, Howard Marks discusses the significance of the Silicon Valley Bank collapse.
I'd Rather Be Wrong
Memo to: OaktreeClients From: Howard M a r k s R e : I’dRatherBeWrong Just a few weeks ago, I published “Tell Me I’m Wrong,” my latest list of things in the investment environment that I find worth worrying about., I’m going to devote a few pages here – I promise this’ll be the shortest memo in years – to a point I touched on in “What Worries Me” (August 28, 2008) but omitted from the more recent piece., This memo will be about one of the inarguably most depressing topics of our time: the seeming inability of governments and politicians to solve – or even tackle – the financial problems we face., This memo is inspired by two excellent newspaper articles that appeared within the last month: “Party Gridlock Feeds New Fear of a Debt Crisis,” by Jackie Calmes (The New York Times, February 17) * and “Perils of the California Model” by David Wessel (The Wall Street Journal, March 4)