260 results for "memo":
Showing 61 - 70 of 260 results
Economic Reality
All Rights Reserved Follow us: Memo to: Oaktree Clients From: Howard Marks Re: Economic Reality Addendum, June 13: There’s been a lot of response since the memo that follows was originally published on May 26., That’s what caused me to write the memo: in politics and government – unlike the real world – the word “or” often goes out the window, replaced by “and.”, I wrote this memo to help readers understand why, The realities of economics are the subject of this memo., This memorandum is being made available for educational purposes only and should not be used for any other purpose.
The Seven Worst Words in the World
Rather, the goal of the book, as with my memos, is to share how I think, this time on the subject of cycles., One of the memos I’m happiest about having written is The Race to the Bottom from February 2007., Thus the idea for this memo came from the seven worst words in the investment world: “too much money chasing too few deals, But these are my conclusions, and they’re the reason for this memo at this time, This memorandum is being made available for educational purposes only and should not be used for any other purpose.
Political Reality Meets Economic Reality
All Rights Reserved Follow us: Memo to: Oaktree Clients From: Howard Marks Re: Political Reality Meets Economic Reality In 2016 I wrote Economic Reality (in May) and Political Reality (in August), two memos covering subjects I thought were important and timely., And thus this section of my memo., Legal Information and Disclosures This memorandum expresses the views of the author as of the date indicated and such views are subject to change without notice., This memorandum is being made available for educational purposes only and should not be used for any other purpose., This memorandum, including the information contained herein, may not be copied, reproduced, republished, or posted in whole or in part, in any form without the prior written consent of Oaktree
PCQ 4Q2023
As Howard recently noted in his memo Easy Money: Low interest rates made it: • easy to run a business, with the stimulated economy growing unabated for more than a decade; • easy for investors to enjoy asset appreciation; • easy and cheap to lever investments; • easy and cheap for businesses to obtain financing; and • easy to avoid default and bankruptcy.
2024 Year-End Book Recommendations
Troubled: A Memoir of Foster Care, Family, and Social Class by Rob Henderson To d d M o l z | C h i e f O p e r a t i n g O ffi c e r R o b H e n d e r s o n ’s memoir details his tumultuous upbringing with a drug-addicted mother and an absent father, moving through ten foster homes before being adopted.
Coming into Focus
All Rights Reserved Follow us: Memo to: Oaktree Clients From: Howard Marks Re: Coming into Focus Roughly two months have passed since my last memo, Time for Thinking, and still not much has changed in the economy or the markets., Thus, I’m going to use this memo to go into greater detail on a few topics., I touched on a few of them in my last memo, but I’m going to undertake a fuller treatment of the subject here., This memorandum is being made available for educational purposes only and should not be used for any other purpose., This memorandum, including the information contained herein, may not be copied, reproduced, republished, or posted in whole or in part, in any form without the prior written consent of Oaktree
Performing Credit Quarterly 1Q2024: Unusually Uncertain
(a memo I thought mattered but which garnered relatively little response), the answers to questions about rate cut details aren’t meaningful, as any impact is likely to disappear within a few months.
Conversation at Panmure House
In the late ’90s, I wrote a memo called What's It All About, Alpha?, I wrote in one of my memos – maybe it was What’s It All About, Alpha?, In the spring of 2007, I wrote a memo called The Race to the Bottom., PS: I’d like to talk more about the memo Investing Without People ., In the memo Investing Without People, there are three sections.
1994-01-24-random-thoughts-on-the-identification-of-inv-opportunities
A l l R i g h t s R e s e r v e d Legal Information and Disclosures This memorandum expresses the views of the author as of the date indicated and such views are subject to change without notice., This memorandum is being made available for educational purposes only and should not be used for any other purpose., This memorandum, including the information contained herein, may not be copied, reproduced, republished, or posted in whole or in part, in any form without the prior written consent of Oaktree.
2003-03-11-whad-ya-know
A l l R i g h t s R e s e r v e d Memo to: OaktreeClients From: Howard M a rks Re: Whad’Ya K n o w ?, I always ask Nancy to read my memos before I send them out., UThe Value of Predictions II The P&I survey reminded me of a memo I wrote in 1996 under the above title., This memorandum is being made available for educational purposes only and should not be used for any other purpose., This memorandum, including the information contained herein, may not be copied, reproduced, republished, or posted in whole or in part, in any form without the prior written consent of Oaktree.