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Memo from Howard Marks: "Which Way Now?"


peluche

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Can't remember him offering quite such a definitive opinion for a long time.

That was definitive for him?

 

I'm not sure I'd go as far as thowed, but it's more directional than most of his letters.  Take a look at his letters for hte past three years.  Seems more hedged vs. this one. 

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Can't remember him offering quite such a definitive opinion for a long time.

That was definitive for him?

 

I'm not sure I'd go as far as thowed, but it's more directional than most of his letters.  Take a look at his letters for hte past three years.  Seems more hedged vs. this one.

 

Marks ought to see if he can buy the Janus logo out of a bankruptcy sale or something, would suit his writing style

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I'm not sure I'd go as far as thowed, but it's more directional than most of his letters.  Take a look at his letters for hte past three years.  Seems more hedged vs. this one.

 

Yes, I think you put the same sentiment more eloquently than me!

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