Howard Marks' New Memo: "Yet Again?" ~ market folly

Monday, September 11, 2017

Howard Marks' New Memo: "Yet Again?"

Oaktree Capital's Chairman Howard Marks is out with another memo.  This one is entitled "Yet Again?"

He says his previous memo, "There They Go Again... Again" received the most response he's ever received in 28 years of writing memos. 

His newest memo touches on the response and why he feels the way he does on where the market is currently.  He also addresses topics such as FAANG stocks, Bitcoin, and passive investing, among others.

Embedded below is Howard Mark's new memo: Yet Again?

You can download a .pdf copy here.

Be sure to also read Marks' cautionary memo on cycles.

blog comments powered by Disqus