250 results for "memo":
Showing 101 - 110 of 250 results
Growing the Pie
“Will there still be memos?”, In the January memo, I set forth my view that in the last 10-20 years, the rising economic tide had stopped lifting all boats., In my January memo, I argued at length that capitalism can be credited with much of what made the United States what it is today., A lot of readers enjoyed the story in my January memo about the ten men who drank beer in a bar every night, with each paying according to his ability., This memorandum is being made available for educational purposes only and should not be used for any other purpose.
Not Enough
All Rights Reserved Follow us: Memo to: Oaktree Clients From: Howard Marks Re: Not Enough Whatever affects one directly, affects all indirectly., I’ve struggled to write this memo, and for that reason it’s late in coming., I have talked in my memos of the fact that in the latter half of the 20th century, there was an economic “tide that lifted all boats.”
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Behind the Memo - What Really Matters?
The Folly of Certainty
Memo to: Oaktree Clients From: Howard Marks R e: The Folly of Certainty The impetus for my memos can come from a wide variety of sources., It’ll be another of my “shortie” memos given the potentially limited shelf life of the Biden campaign., One is the extreme brevity of the financial memory. ” I often cite this factor, too., While these memos were on one of my favorite topics, they generated little response., Similarly, this past Saturday’s women’s final match at Wimbledon has provided a snippet for this memo.
Further Thoughts on Sea Change_JPN
最後に、「金融に関する記憶の極端な短さ( the extreme brevity of the financial memory )」と いうジョン・ケネス・ガルブレイス( John Kenneth Galbraith )の言葉を紹介しよう。
2001-09-16-notes-from-ny
A l l R i g h t s R e s e r v e d Memo to: OaktreeClients From: HowardMarks Re: Notesfrom New York Maybe you've already read enough about last week's events, in which case you should feel free to discard this memo., I had no plans for a memo on this subject., This memo may not include much that is new to you but, as usual, I will attempt to pull together my own thoughts and what I've heard and read elsewhere., This memorandum is being made available for educational purposes only and should not be used for any other purpose., This memorandum, including the information contained herein, may not be copied, reproduced, republished, or posted in whole or in part, in any form without the prior written consent of Oaktree.
2004-10-27-risk-and-return-today
A l l R i g h t s R e s e r v e d Memo to: OaktreeClients From: Howard M a rks Re: RiskandReturn Today A single word is enough to describe the overall investment world today: lackluster., In response, I wrote a piece called “The Cat, the Tree, the Carrot and the Stick” as part of my memo “What’s Going On?”, A l l R i g h t s R e s e r v e d 8 Legal Information and Disclosures This memorandum expresses the views of the author as of the date indicated and such views are subject to change without notice., This memorandum is being made available for educational purposes only and should not be used for any other purpose., This memorandum, including the information contained herein, may not be copied, reproduced, republished, or posted in whole or in part, in any form without the prior written consent of Oaktree.
2006-09-07-dare-to-be-great
Memo to: OaktreeClients From: Howard M a r k s R e : DaretoBeGreat Inoneofthemost colorful vignettes of the early 1970s, Glenn Turner, the head of Koscot Interplanetary, would fly into a small Midwestern town in his Learjet (when that was a huge deal)., This memo stems from an accumulation of thoughts on the subject of how investment management clients might best pursue superior results., Typically my thoughts pile up, and then something prompts me to turn them into a memo., * * * I hope this memo won’t come across as preachy.
2007-12-17-no-different-this-time-the-lessons-of-07
A l l R i g h t s R e s e r v e d Memo to: OaktreeClients From: Howard M a r k s R e : NoDifferentThisTime – The Lessons of ‘07 On July 16, I published a memo called “It’s All Good.”, The bullish balloon remained unpunctured as of July 16, and some may have thought my memo unduly pessimistic., And it’ll happen again – because financial memory is short and the attraction of leverage can be irresistible., I don’t doubt that it is, and for that reason his statement calls to mind a 2005 memo titled “Hindsight First, Please (or, What Were They Thinking?).”, This memorandum is being made available for educational purposes only and should not be used for any other purpose.