227 results for "memo":
Showing 141 - 150 of 227 results
2015-03-25-liquidity
But I think it’s worth a memo., Is it done in response to a threat that has a reasonable likelihood of materializing, or to a crisis while it is fresh in memory (“fighting the last war”)?, (Several years ago I cited Wikipedia in a memo, and Oaktree co-founder Richard Masson – a stickler for correctness – told me in no uncertain terms that it wasn’t a respectable source., * * * I started this memo by saying liquidity might not be a profound topic., This memorandum is being made available for educational purposes only and should not be used for any other purpose.
2003-07-01-the-most-important-thing
A l l R i g h t s R e s e r v e d Memo to: OaktreeClients From: Howard M a r k s R e : TheMostImportantThing AsImeet with clients and prospects, I repeatedly hear myself say, “the most important thing is x.”, Or is memory loss setting in?, Not only does turnover drain off your best people, but it also takes their institutional memory and leaves you bogged down in hiring and training their replacements., 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.
On the Couch
Thus I moved to my desk to start a memo that would pull them together., This memo is my attempt to send the markets to the psychiatrist’s couch, and an exploration of what might be learned there. 2012-14: An Uncertain World In September 2012, I wrote a memo called “On Uncertain Ground.”, That means you can follow @oaktree on Twitter to receive updates about my memos, videos and speaking engagements, and to hear from others at the firm., You can also subscribe to my memos on our website, oaktreecapital.com/insights., This memorandum is being made available for educational purposes only and should not be used for any other purpose.
Further Thoughts on Sea Change
In May, I wrote a follow-up memo to Sea Change (December 2022) that was shared exclusively with Oaktree clients., Finally, there’s what John Kenneth Galbraith called “the extreme brevity of the financial memory.”, When I got home, I wrote the memo and began to discuss its thesis., October 11, 2023 Endnotes 1 All market data cited in this memo is as of May 30, 2023., This memorandum is being made available for educational purposes only and should not be used for any other purpose.
Taking the Temperature
First, I felt the memos accurately conveyed my thinking at the key turning points in that 20-year period., Thus, I said so in the memo bubble.com, which was published as 2000 began., Here’s how I put it in a memo I wrote that day: Skepticism and pessimism aren’t synonymous., This is how things stood in March 2012, when I wrote the memo Déjà Vu All Over Again., As I wrote in that same memo: What do we know?
The Winds of Change
Yet there are changes taking place, and they’ll be the subject of this memo., In my January memo, Something of Value, I described some of the changes technology is making in the business world., But it has to be part of a memo that purports to discuss important changes that are underway., November 23, 2021 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.
Investing in Credit Today
Any offer of securities or funds may only be made pursuant to a confidential private placement memorandum, subscription documents and constituent documents in their final form.
Latest Update
All Rights Reserved Follow us: Memo to: Oaktree Clients Only From: Howard Marks Re: Latest Update I’m going to do all I can to provide information and views throughout this crisis, albeit perhaps without the kind of narrative or literary flourish I usually try for., 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.
The Impact of Debt
My partner Bruce Karsh recently supplied me with a newspaper article about chess that inspired me to write a brief memo called The Indispensability of Risk ., Thus encouraged, I’m following up with another short memo., And at other times, I say, as I hope others say after reading my memos, “I never thought of it that way.”, (Unless otherwise indicated, this memo is the source of the quotations that follow; in all cases, emphasis is in the original.), This memorandum is being made available for educational purposes only and should not be used for any other purpose.
1991-04-11-first-quarter-client-performance
A l l R i g h t s R e s e r v e d Memo to: Clients From: Howard M a r k s T r u s t C o mpany of the West Re: FirstQuarter Performance The mood swings of the securities markets resemble the movement of a pendulum., 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.