Oaktree's Howard Mark's most recent memo titled It's all a big mistake

[kiwing100]

 

Howard Marks latest memo dated 20 June, titled "It's all a big mistake"

 

http://www.oaktreecapital.com/memo.aspx?AspxAutoDetectCookieSupport=1

[Liberty]

Thanks for posting!

[Parsad]

Definitely one of Mark's better letters.  Very good stuff!  Cheers!

 

[dcollon]

His memo's are great.  Thanks for posting it.

[link01]

ditto, thx for posting. that was a unique take on markets & investing

[mcliu]

Brings to mind whether investors like us are actually able to make better decisions vs. the seller.