kiwing100 Posted August 6, 2013 Posted August 6, 2013 http://www.oaktreecapital.com/MemoTree/The%20Role%20of%20Confidence_08_05_13.pdf
smreitz Posted August 6, 2013 Posted August 6, 2013 Good read. Thank you for posting. Very macro oriented. Mark quotes Seth Klarman pages 11 and 12. Both seem to agree on the long term negative consequences of running up the US debt & low interest rates.
Guest Posted November 27, 2013 Posted November 27, 2013 New letter is out. Thanks to Jacob from vw. http://www.oaktreecapital.com/MemoTree/The%20Race%20Is%20On_2013_11_26.pdf
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