Selling Out
Howard Marks' memo explores the crucial investing question: when to sell? He advises staying invested is key.| Oaktree Capital
Howard Marks' memo explores the crucial investing question: when to sell? He advises staying invested is key.| Oaktree Capital
In his latest memo, Howard discusses how the recent events surrounding tariffs can have a seismic but unpredictable impact on the global economy. Seismic in that they reflect a fundamental undoing of longstanding norms, and unpredictable in that tariffs would bring untold second- and third-order consequences. He emphasizes that there is no foreknowledge here, with forecasts even less likely to be accurate than usual. Howard considers the response of the financial markets, highlighting the key...| Oaktree Capital
Planning strategies in sports have been fairly stagnate over the last few decades; often still relying on outdated Soviet-based models. In the search for fresh ideas, more and more coaches are lookin| HMMR Media
The Illusion of Knowledge| OaktreeCap
Sea Change| OaktreeCap
