Howard Marks articles over last 30 days

- articles last 30 days - articles per day
Mentioned in this news Places Companies People
2014/09/23 00:50
2014/09/23 00:50
13h
... Julian Robertson, the billionaire founder of Tiger Management, said there’s a bubble in bonds that will end “in a very bad way”. “Bonds are at ridiculous levels,” Robertson said overnight....
Read more at The Age, BusinessWeek
2014/09/23 00:50
2014/09/23 00:50
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2014/09/22 16:08
2014/09/22 16:08
22h
Although the smart money of institutions has begun abandoning hedge funds after recognizing that they are first and foremost ways to extract huge fees from their investors, hedge funds are still a...
2014/09/19 11:42
2014/09/19 11:42
4d
The stock market bears have not had it easy over the past few years. As bears have not participated in the strong equity returns, a recent WSJ article states that bears have now turned “docile.” In...
2014/09/12 20:56
2014/09/12 20:56
10d
... is a bad sign for the market when all the bears give up. If no-one is left to be converted, it usually means no-one is left to buy.” - Pater Tenebrarum That quote got me thinking about the dearth...
2014/09/12 09:48
2014/09/12 09:48
11d
Comment Will the tripartite EMC federation set up by Joe Tucci survive his retirement in six months' time? He is the chairman and overall CEO of EMC. The three federated businesses are: Joe Tucci is...
2014/09/08 19:56
2014/09/08 19:56
14d
... brings us to the present, when I have again become no fun at all, largely because of a combination of high confidence, lopsided bullishness, overvaluation, and an overbought multi-year...
2014/09/05 23:56
2014/09/05 23:56
17d
Volatility is the academic's choice for defining and measuring risk; but Oaktree Capital's Howard Marks warns Bloomberg TV's Stephanie Ruhle that "while volatility is quantifiable and machinable... it...
2014/09/05 10:22
2014/09/05 10:22
18d
For some reason I have received an abundance of subscriber emails this week asking me about my thoughts on the direction of the price of gold. I suppose it might be due to the unexpected breakdown in...
2014/09/03 13:56
2014/09/03 13:56
20d
Just three months ago, everyone was a believer: bonds traded well above par, Europe's recovery was on track, and Portugal's banking system was a shining example of how Europe's bailout program worked...
2014/09/02 17:27
2014/09/02 17:27
20d
A major investment firm is getting ready for the next market downturn by trying to amass a huge pool of capital for distressed investments. Oaktree Capital Group, the more than $91 billion private...
Read more at CNBC, BusinessWeek, Bloomberg
2014/08/21 17:20
2014/08/21 17:20
m
MOUNTAIN VIEW, Calif.--(BUSINESS WIRE)--Information technology end users, vendors and industry thought leaders from around the globe will convene in San Francisco next week for VMworld 2014,one of the...
2014/09/23 00:50
2014/09/23 00:50
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