250 results for "memo":

Showing 71 - 80 of 250 results

2009-07-08-so-much-thats-false-nutty

Perhaps this memo can help get it back on., The Lead-up: Progress and Missteps Memory dims with the passage of time, but when I think back to the investment arena I entered forty-plus years ago, it seems very different from that of 2003-07., In the remainder of this memo, I’ll discuss these trends and their ramifications., Relying on Ratings My memos on the reasons for the crisis, like “Whodunit” (February 2008), show that there’s more than enough blame to go around and lots of causes to cite., This memorandum is being made available for educational purposes only and should not be used for any other purpose.

2010-01-22-tell-me-im-wrong

A l l R i g h t s R e s e r v e d Memo to: Oaktree Clients From: Howard Marks Re: Tell Me I’m Wrong My readers treat me well., This memo won’t be about the future in general, just the elements I find worrisome., My goal in this memo isn’t to express a forecast., 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.

1998-10-09-genius-isn't-enough

The first is the extreme brevity of the financial memory., Past experience, to the extent that it is part of memory at all, is dismissed as the primitive refuge of those who do not have the insight to appreciate the incredible wonders of the present., A l l R i g h t s R e s e r v e d 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.

2001-11-20-you-cant-predict-you-can-prepare

A l l R i g h t s R e s e r v e d For the title of this memo I’ve borrowed the tagline from Mass Mutual’s advertising campaign., Memo to: OaktreeClients From: Howard M a r k s R e : YouCan't Predict., Those who have been readers of my memos for any meaningful period of time know there are a few things I dismiss and a few I believe in thoroughly., I described in my last memo, "What Lies Ahead?, This memorandum is being made available for educational purposes only and should not be used for any other purpose.

Performing Credit Quarterly 1Q2024: Unusually Uncertain

(a memo I thought mattered but which garnered relatively little response), the answers to questions about rate cut details aren’t meaningful, as any impact is likely to disappear within a few months.

Oaktree's Intern Class - Top Takeaways from Summer 2023

What is one of your favorite memories from your time at Oaktree?

Conversation at Panmure House

In the late ’90s, I wrote a memo called What's It All About, Alpha?, I wrote in one of my memos – maybe it was What’s It All About, Alpha?, In the spring of 2007, I wrote a memo called The Race to the Bottom., PS: I’d like to talk more about the memo Investing Without People ., In the memo Investing Without People, there are three sections.

You Bet

All Rights Reserved Follow us: Memo to: Oaktree Clients From: Howard Marks Re: You Bet!, As I’ve written in past memos, I have an indelible recollection of the first book I read as a Wharton freshman in 1963., That brings me to the subject of investing . . . and this memo., All Rights Reserved Follow us: Since her book provided the impetus for this memo, I’ll let Annie Duke sum up., This memorandum is being made available for educational purposes only and should not be used for any other purpose.

This Time It's Different

All Rights Reserved Follow us: Memo to: Oaktree Clients From: Howard Marks Re: This Time It’s Different I first came across the title of this memo in an article titled “Why This Market Cycle Isn’t Different” by Anise C., A L L R I G H T S R E S E R V E D 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

assessing-relative-value-in-credit-amid-coronavirus-uncertainty

Th e f u rther we moved away from the GFC, the less the memory of the dramatic volatility from the crisis resonated with investors.