306 results for "memo":
Showing 61 - 70 of 306 results
What Really Matters? (Audio)
In his latest memo, Howard Marks weaves together some of the themes he’s explored in 2022 to explain what he believes really matters in investing and what doesn’t.
2020 in Review (Audio)
Howard Marks writes in his latest memo about approaching the investment environment left in 2020’s wake – one generating many questions and no easy answers.
A Look Under the Hood (Audio)
In his latest memo, Howard Marks offers observations based on his meeting with the board, consultant, and senior staff of a state pension fund.
Shall We Repeal the Laws of Economics? (Audio)
In his latest memo, Howard Marks discusses the economic facts of life, as he examines the workings of free markets and what happens when they’re tampered with.
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)
Something of Value (Audio)
Howard Marks writes in his latest memo how he views the art and science of value investing, especially in the increasingly efficient and complex world we face today.
The Indispensability of Risk (Audio)
In his latest memo, Howard Marks considers what chess can teach investors about the paradox of risk-taking.
Bull Market Rhymes (Audio)
Howard Marks’s latest memo explores recurring investment themes to contextualize the current market correction and the bull market that preceded it.
The Rewind - Uncertainty
Howard reflects on this memo originally published on May 11, 2020.
Performing Credit Quarterly 1Q2023
As part of the discussion, they explore Howard’s memo Lessons from Silicon Valley Bank.