By Jack M. Forehand — I have raced sailboats since I was 12 years old. It has always been a passion of mine. The combination of being on the water…
Tag: howard marks
Master Investors Marks, Dalio & Gundlach Issue Cautionary Views on Markets
By John P. Reese — The waning days of August leave many parents looking forward to the start of school and many investors bracing for September, the month that is…
Investors Who Dare to Be Different Stand a Better Chance for Success
By John P. Reese In 2006, Oaktree Capital co-chairman Howard Marks wrote a memo titled Dare to Be Great in which he delivered a simple but provocative statement about investing:…
Howard Marks: It's Tough to Be Good at Macro Investing
Global macro hedge funds choose positions in various equity, fixed income, currency, commodities and futures markets based primarily on the economic and political views of various countries or their macroeconomic…
Howard Marks on the Post-Election Markets
In last week’s Barron’s, Oaktree Capital’s Howard Marks reflected on the presidential election and offered a wealth of insight regarding both its complexities and its multi-layered and far-reaching implications. With…
Marks: Be Selective in a Heated Market
Last month, Bloomberg’s Erick Schatzker sat down with Howard Marks, co-chairman of Oaktree Capital, to discuss the fund manager’s investment approach. With respect to whether the now-stretched equity valuations…
A Sage Investor – Howard Marks – Shares His Wisdom: Part II
This is a continuation of yesterday’s post. Howard Marks is co-founder of Oaktree Capital Management and author of The Most Important Thing: Uncommon Sense for the Thoughtful Investor (2011). His…
A Sage Investor - Howard Marks - Shares His Wisdom: Part I
Howard Marks is co-founder of Oaktree Capital Management and author of The Most Important Thing: Uncommon Sense for the Thoughtful Investor (2011). His thoughts, ideas and insights have become fodder…
Howard Marks talks Economy, QE and More
When it comes to investing in less efficient markets, Howard Marks (founder and co-chairman of Oaktree), has plenty of expertise. He also has plenty to say about the state of…
How Current and Future Expectations Influence Stock Prices
Company performance and stock price performance, or outcomes, don’t always go hand and hand. In a very good article, Morgan Housel, economics and finance columnist for The Motley Fool, points out…