Introducing “The Rewind”: The Route To Performance
Today we debut a new series, “The Rewind,” in which Howard looks back on some of his memos over the years, discusses their origin and considers their relevance in today’s financial environment. We sta...
30 Marras 202019min
Coming Into Focus
In his latest memo, Howard Marks discusses the unusual characteristics of this year’s economy; the impact of Covid-related monetary and fiscal policy actions on today’s markets; and the possible ramif...
19 Loka 20201h
