| | On Bubble Watch (oaktreecapital.com) |
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5 points by kristianp 4 months ago | past | 2 comments
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| | On Bubble Watch – Howard Marks (oaktreecapital.com) |
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1 point by felipevb 4 months ago | past
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| | Bubble Watch (oaktreecapital.com) |
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3 points by matlin 4 months ago | past
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| | Bubble Watch (oaktreecapital.com) |
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3 points by huijzer 4 months ago | past
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| | Easy Money: What financial history can teach us about periods of easy money (oaktreecapital.com) |
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1 point by frfl on March 1, 2024 | past | 1 comment
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| | This time it (the economy) really might be different (oaktreecapital.com) |
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2 points by helsinkiandrew on Oct 11, 2023 | past
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| | Sea Change (2022) (oaktreecapital.com) |
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40 points by LordNibbler on June 19, 2023 | past | 12 comments
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| | Lessons from Silicon Valley Bank (oaktreecapital.com) |
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1 point by kristianp on April 26, 2023 | past
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| | Lessons from Silicon Valley Bank (oaktreecapital.com) |
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3 points by skmurphy on April 19, 2023 | past | 1 comment
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| | Howard Marks: Sea Change (oaktreecapital.com) |
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3 points by jbredeche on Dec 14, 2022 | past
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| | The Illusion of Knowledge (oaktreecapital.com) |
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1 point by cangencer on Oct 4, 2022 | past
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| | The Illusion of Knowledge (oaktreecapital.com) |
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3 points by rafaelc on Oct 3, 2022 | past
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| | Low-Rated Global Corporate Debt Has Ballooned [pdf] (oaktreecapital.com) |
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1 point by huijzer on Sept 28, 2022 | past | 1 comment
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| | I Beg to Differ [pdf] (oaktreecapital.com) |
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1 point by kaboro on July 26, 2022 | past
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| | Bull Market Rhymes [pdf] (oaktreecapital.com) |
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1 point by kaboro on May 26, 2022 | past
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| | The Pendulum in International Affairs (oaktreecapital.com) |
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1 point by walterbell on May 8, 2022 | past
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| | The Pendulum in International Affairs (oaktreecapital.com) |
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1 point by a_c on March 27, 2022 | past
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| | Something of Value: A memo from Howard Marks on value investing (2021) [pdf] (oaktreecapital.com) |
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3 points by MinimalAction on Jan 22, 2022 | past
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| | Howard Marks – Thinking about macro [pdf] (oaktreecapital.com) |
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1 point by tims457 on July 31, 2021 | past
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| | Howard Marks Memo – Something of Value [pdf] (oaktreecapital.com) |
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2 points by kgwgk on Jan 12, 2021 | past
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| | Howard Marks Memo: Coming into Focus [pdf] (oaktreecapital.com) |
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2 points by vitabenes on Oct 13, 2020 | past
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| | Time for Thinking – Howard Marks Memo [pdf] (oaktreecapital.com) |
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1 point by vitabenes on Aug 11, 2020 | past
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| | Time for Thinking [pdf] (oaktreecapital.com) |
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2 points by Elof on Aug 5, 2020 | past
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| | The Anatomy of a Rally [pdf] (oaktreecapital.com) |
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3 points by Elof on June 18, 2020 | past
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| | Uncertainty II [pdf] (oaktreecapital.com) |
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1 point by themoops36 on May 29, 2020 | past
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| | Uncertainty (oaktreecapital.com) |
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1 point by mrleiter on May 13, 2020 | past
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| | Howard Marks: Uncertainty [pdf] (oaktreecapital.com) |
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2 points by sbolt on May 11, 2020 | past
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| | Howard Marks’ latest memo [pdf] (oaktreecapital.com) |
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1 point by saadalem on April 17, 2020 | past
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| | Knowledge of the Future [pdf] (oaktreecapital.com) |
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1 point by sbolt on April 14, 2020 | past
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| | Calibrating (oaktreecapital.com) |
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1 point by jonathanehrlich on April 12, 2020 | past
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More |
