rogermunibond Posted December 2, 2010 Share Posted December 2, 2010 http://www.oaktreecapital.com/memo.aspx Link to comment Share on other sites More sharing options...
zarley Posted December 3, 2010 Share Posted December 3, 2010 Always a great read. Thanks for posting. Link to comment Share on other sites More sharing options...
dcollon Posted December 3, 2010 Share Posted December 3, 2010 Thanks for posting the commentary. Link to comment Share on other sites More sharing options...
Guest ajc Posted June 27, 2019 Share Posted June 27, 2019 New memo from Howard Marks. I don't usually read much of his stuff towards the early innings or middle of a cycle, but this letter is very good. He really zeroes in on the themes that matter, and I think correctly identifies a number of dubious perspectives that have lately been awarded far more credit than they're actually worth. https://www.oaktreecapital.com/docs/default-source/memos/this-time-its-different.pdf Link to comment Share on other sites More sharing options...
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