Will this year bring a “wealth wipeout” as President Biden makes some effort to roll back the tax cuts of a few years ago, or as interest rates rise? Or will it be a massive rebound year thanks to government stimulus, really strong balance sheets among regular folks who have kept their jobs through the […]
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I feel like I’m waggling back and forth on a strange tightrope, as I’ve been doing for about a year and a half now, and I sum it up kinda like this: I’m quite nervous about the valuations of the overall market and about the massive debt load for both governments and individuals in the […]
I watched the Grant’s Interest Rate Observer Conference this week via webcast, and it continues to be one of my favorite events — though I’d rather be there in person. These are some of my notes about the presentations I found most interesting… no “quick take” here, sorry, these are mostly notes and my responses. […]
Weekly escalations in nuclear threats, record-breaking hurricanes… what is it going to take to shake investor sentiment for more than 24 hours? The S&P 500 is ending the week only down about a third of one percent, gold is up less than 2%, this is a market that is reacting to headlines pretty quickly… but […]
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The classic ones I like, to give some perspective, are The Little Book that Beats the Market (Greenblatt) and One Up on...
Thanks, Travis. What do you think of the Oaktree Acquisition Corp. (OAC) merger with Hims & Hers? Howard Marks is gener...
Thanks, Travis. Any view on Oaktree Acquisition Corp. (OAC)? Howard Marks is normally quite good at making money. OAC i...
Regarding BAM, how does Oaktree / Howard Marks figure into the case for BAM?...
Sharon, I'm so glad you enjoyed the Howard Marks memo! I don't know if you are familiar with him or not. If not, ...
Re Howard Marks. It is a wonderment to me how two people read the same paper and come to opposite conclusions as to the ...
Howard Marks explains it better than me: https://www.oaktreecapital.com/docs/default-source/memos/what-does-the-market...
Strongly disagree. I think both strategies can work (and both can go sour as well). But if you pick the right stoc...
I is NOT easy shared by John M here: http://www.stockgumshoe.com/2015/08/an-auspicious-conversation-with-aurinia-ceo-st...
Howard Marks, the brilliant hedge fund manager at Oaktree Capital, would say you are a second-level thinker - and that's...