351 results for "Howard Marks":
Showing 71 - 80 of 351 results
More on Repealing the Laws of Economics
Howard Marks discusses government intervention's negative impact on economies, considering how free markets drive prosperity and innovation.
The Memo: On the Couch
In his memo, "On the Couch," Howard Marks explores psychology's role in investing.
The Impact of Debt (Audio)
In his latest memo, Howard Marks examines the relationship between leverage and survivability, taking inspiration from a recent Collaborative Fund post by Morgan Housel., Howard explains why determining the appropriate amount of leverage should be about optimization, not maximization.
Coming into Focus
Howard Marks explores 2021's unusual economy, Covid's impact on markets, and the potential effects of Fed/Treasury's rescue efforts.
Fewer Losers, or More Winners?
Howard Marks discusses investing's essential choice: more winners or eliminate losers?
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., Howard explores the key topics covered during the session, including determining an appropriate risk posture, selecting an investment approach, and assessing performance.
Ruminating on Asset Allocation (Audio)
In his latest memo, Howard Marks outlines the need to base asset allocation decisions around an established risk target.
The Illusion of Knowledge (Audio)
Howard Marks has long questioned the value of macro forecasts, but in his latest memo, he explains why creating profitable forecasts is so difficult.
Nobody Knows (Yet Again)
Howard Marks explores how recent tariff events may disrupt the global economy, reflecting a major shift with unpredictable outcomes, questioning market reactions.
The Calculus of Value
Howard Marks considers the relationship between value and price, highlighting value's "magnetic" pull on price.