295 results for "memo":
Showing 61 - 70 of 295 results
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.
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.
The Rewind - Uncertainty
Howard reflects on this memo originally published on May 11, 2020.
Bull Market Rhymes
Howard Marks’s latest memo explores recurring investment themes to contextualize the current market correction and the bull market that preceded it.
The Indispensability of Risk
In his latest memo, Howard Marks considers what chess can teach investors about the paradox of risk-taking.
Something of Value
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 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.
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.
The Value of Predictions II or Give That Man a Cigar
A l l R i g h t s R e s e r v e d Memo To: OaktreeClients From: HowardMarks Re: TheValueofPredictionsII(or"GiveThatManaCigar") Date: July22, 1996 In a February 1993 memo entitled "The Value of Predictions," I expressed my negative opinion of attempts to predict the macro-future., I pointed out in my 1993 memo that most of the time, you can't get superior results with inaccurate forecasts or with accurate forecasts that reflect the consensus.