Money and Finance
- Leon Cooperman, Howard Marks On Investment Strategy
Link to video: Leon Cooperman, Howard Marks on Investment Strategy Sept. 22 (Bloomberg) -- Leon Cooperman, chairman and chief executive officer Omega Advisors Inc., and Howard Marks, chairman and co-founder of Oaktree Capital Management, talk about...
- Howard Marks' Crystal Ball Proved Accurate
Link to article: Howard Marks' Crystal Ball Proved Accurate Ten years ago, veteran investor and writer Howard Marks sent a contrarian -- and prescient -- memo to clients of his firm, Oaktree Capital Management, assessing the state of the hedge...
- Stocks Won't Repeat Lost Decade, Gundlach Says (video)
Sept. 13 (Bloomberg) -- Jeffrey Gundlach, founder and chief executive officer of DoubleLine Capital LP, talks with Bloomberg's Tom Keene about the outlook for global stock markets. Gundlach also discusses Federal Reserve monetary policy and U.S. Treasuries....
- Gundlach: A Debt Ceiling Impasse Could Drive Rates Lower
Failing to raise the debt ceiling would be a “huge financial calamity,” according to Federal Reserve Chairman Ben Bernanke and the general consensus view. But that opinion is “exactly wrong,” at least as far as the Treasury market is concerned,...
- Howard Marks: Oaktree Capital Memos 1990 – 2009
This is a GREAT find from Tariq at Street Capitalist. Thank you Tariq! From his blog: Yesterday, as far as I know, Oaktree Capital decided to make all of their existing memos from Howard Marks available. Marks is a great writer and has a knack for forming...
Money and Finance
Howard Marks interview with Outlook India
Found via The Big Picture.
His claim to fame is investing but he also has a namesake whose initial claim to fame was marijuana smuggling. While his namesake has an updated website, he doesn’t write regular memos, the way Mark does to his investors. Though there is no fixed frequency, the update is eagerly looked forward to and widely discussed. Not only is Marks a big name in equity investing, he is even bigger in distress debt. He divides his time between Los Angeles, where his firm, Oaktree Capital, is headquartered, and New York, where he reportedly plunked $52.5 million for a 30-room duplex last year. He also funded the ascent of bond market maverick Jeffrey Gundlach, both being ex-TCW fund managers. After his bitter parting from TCW, Gundlach’s DoubleLine Capital was jump-started by capital provided by Marks. At 66, he is sprightly but far from impressed with the current bounce in the S&P 500. According to him, the biggest risk now is edgy uninformed investors who are less worried about losing money and more worried about losing opportunities.
- Leon Cooperman, Howard Marks On Investment Strategy
Link to video: Leon Cooperman, Howard Marks on Investment Strategy Sept. 22 (Bloomberg) -- Leon Cooperman, chairman and chief executive officer Omega Advisors Inc., and Howard Marks, chairman and co-founder of Oaktree Capital Management, talk about...
- Howard Marks' Crystal Ball Proved Accurate
Link to article: Howard Marks' Crystal Ball Proved Accurate Ten years ago, veteran investor and writer Howard Marks sent a contrarian -- and prescient -- memo to clients of his firm, Oaktree Capital Management, assessing the state of the hedge...
- Stocks Won't Repeat Lost Decade, Gundlach Says (video)
Sept. 13 (Bloomberg) -- Jeffrey Gundlach, founder and chief executive officer of DoubleLine Capital LP, talks with Bloomberg's Tom Keene about the outlook for global stock markets. Gundlach also discusses Federal Reserve monetary policy and U.S. Treasuries....
- Gundlach: A Debt Ceiling Impasse Could Drive Rates Lower
Failing to raise the debt ceiling would be a “huge financial calamity,” according to Federal Reserve Chairman Ben Bernanke and the general consensus view. But that opinion is “exactly wrong,” at least as far as the Treasury market is concerned,...
- Howard Marks: Oaktree Capital Memos 1990 – 2009
This is a GREAT find from Tariq at Street Capitalist. Thank you Tariq! From his blog: Yesterday, as far as I know, Oaktree Capital decided to make all of their existing memos from Howard Marks available. Marks is a great writer and has a knack for forming...