Money and Finance
- Howard Marks On Bloomberg
Link to video: Howard Marks on Risk Assessment, Market Strategy Sept. 5 (Bloomberg) -- Howard Marks, chairman of Oaktree Capital Group LLC, talks about assessing market risk, volatility and sentiment. Marks speaks with Stephanie Ruhle and Erik Schatzker...
- 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...
- React Intelligently; Take The Results As They Fall
A lesson from Charlie Munger, via notesfrom the 2013 Daily Journal Annual Meeting:Therein lies a lesson in life. I think most lives work best when you simply react intelligently to the opportunities and difficulties you encounter, and just take the results...
- Lying - By Sam Harris
As it was in Anna Karenina, Madame Bovary, and Othello, so it is in life. Most forms of private vice and public evil are kindled and sustained by lies. Acts of adultery and other personal betrayals, financial fraud, government corruption—even murder...
- The “i Don’t Know” School Of Investing
From Howard Marks’ July 2003 Memo (“The Most Important Thing”): One thing each market participant has to decide is whether he (or she) does or does not believe in the ability to see into the future: the “I know” school versus the “I don’t...
Money and Finance
Howard Marks Quote (2001)
From his October 2001 Memo “What Lies Ahead?”:
I have no interest in being a pessimist or a bear, and I don't like to think of myself that way. I just may be more impressed by the unknowability of the future than most people. When I reflect on all of the mottoes I use, it seems half of them relate to how little we can know about what lies ahead.
- Howard Marks On Bloomberg
Link to video: Howard Marks on Risk Assessment, Market Strategy Sept. 5 (Bloomberg) -- Howard Marks, chairman of Oaktree Capital Group LLC, talks about assessing market risk, volatility and sentiment. Marks speaks with Stephanie Ruhle and Erik Schatzker...
- 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...
- React Intelligently; Take The Results As They Fall
A lesson from Charlie Munger, via notesfrom the 2013 Daily Journal Annual Meeting:Therein lies a lesson in life. I think most lives work best when you simply react intelligently to the opportunities and difficulties you encounter, and just take the results...
- Lying - By Sam Harris
As it was in Anna Karenina, Madame Bovary, and Othello, so it is in life. Most forms of private vice and public evil are kindled and sustained by lies. Acts of adultery and other personal betrayals, financial fraud, government corruption—even murder...
- The “i Don’t Know” School Of Investing
From Howard Marks’ July 2003 Memo (“The Most Important Thing”): One thing each market participant has to decide is whether he (or she) does or does not believe in the ability to see into the future: the “I know” school versus the “I don’t...