An article in The Wall Street Journal offers Burton Malkiel’s review of Howard Marks’ new book, Mastering the Market Cycle. According to the article, the book focuses on Marks’ belief…
Tag: howard marks
Oaktree's Marks: Recession Isn't Imminent
Although he sees no signs of an impending U.S. recession, Oaktree Capital co-founder Howard Marks believes it’s time to “adopt a cautious investment strategy,” according to an article in Bloomberg.…
Howard Marks Weighs in on Surviving Market Upheaval
A recent Barron’s article offers insights from Oaktree Capital Management co-founder Howard Marks on the recent uptick in market volatility. Here are some highlights of Marks’ comments: The market is…
The Challenges of Market Cycle Timing
By Jack Forehand (@practicalquant) — Everyone wants to follow the investing advice of market legends. After all, that level of success is typically not achieved by accident. Investors want to learn…
Market Wisdom from Howard Marks
In a recent podcast, author Tim Ferris interviews Howard Marks to discuss the Oaktree Capital co-founder’s views on investor psychology, his new book Mastering the Market Cycle: Getting the Odds on…
Howard Marks: Computers Won't Replace the Best Investors
In his recent memo entitled, “Investing Without People” Oaktree co-founder Howard Marks argues that passive and quantitative investing will all help keep markets efficient and reduce costs for investors. This…
Some Thoughts on Howard Marks’ Most Recent Memo
By Jack Forehand (@practicalquant) — Howard Marks’ memos provide some of the deepest and most thought provoking insights in the investing world today. They are on par with Warren Buffett’s annual…
U.S. Government Just Gave Investors Part of their "Super Stock" for Free (Sort Of)
By Justin J. Carbonneau (@jjcarbonneau) — Sometimes someone says something that hits you like a ton of bricks. Well, in early January Warren Buffett was on CNBC and one of…
Four Top Fund Managers Advise Caution in 2018
A recent Bloomberg article shares market insights from six of the world’s top fund managers, four of which are “asking their clients to be cautious in 2018.” The four with…
A List of Investing Dos and Don'ts
In a September memo, Oaktree Capital’s Howard Marks outlined six investment options for a “low-return world.” In a follow-up article from Bloomberg, author Ben Carlson presents the pros and cons…