303 results for "memo":
Showing 61 - 70 of 303 results
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.
Fewer Losers, or More Winners? (Audio)
In his latest memo, Howard Marks discusses the essential choice in both investing and sports.
Thinking About Macro (Audio)
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.
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.
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.
The Pendulum in International Affairs
The following is only a partial list of my writings on the subject: My second memo, written in April 1991, was creatively titled First Quarter Performance., My very first memo, The Route to Performance, resulted from two events I witnessed in short order, the juxtaposition of which led to what I thought was an important observation., At a recent meeting of the Brookfield Asset Management board, a discussion of Ukraine triggered an association with another aspect of international affairs – offshoring – which I first discussed in the memo Economic Reality (May 2016)., Thus the inspiration for this memo., But I think juxtaposing them is informative . . . and worthy of a memo.
AI Hurtles Ahead (Audio)
In his latest memo – occasioned by massive changes he cites in just the 11 weeks since the last one – Howard Marks revisits the subject of AI, providing his observations on its essence and how it differs from previous technological innovations.
Thinking About Macro
To invert the Buffett quote that began this memo, the macro future may not be knowable, but it certainly is important., That’s why I’m devoting a memo to a subject I largely disavow., As a result, I wrote a memo saying the market needed a trip to a psychiatrist (On the Couch, January 14, 2016)., I concluded my 2016 memo What Does the Market Know?, The answer lies in the title of a 2001 memo of mine: You Can’t Predict.