Oaktree Memos from Howard Marks

HenryTo · Posted: Wed Mar 11, 2009 1:46 am Post subject: Oaktree Memos from Howard Marks

Howard Marks' latest memo: "Will It Work?" - dated March 5, 2009:

http://www.oaktreecapital.com/Memos/Will%20It%20Work%20%20%2003_05_09.pdf

rffrydr · Posted: Tue Jan 26, 2010 7:02 pm Post subject:

It'd be too easy posting this last month; let's take it now--and deny it

http://www.oaktreecapital.com/Memos/Tell_Me_Im_Wrong_01_22_10.pdf

There's still plenty of inbred pessimism right here on our shores--and inflation jitters. Of all things.

Here is the basic problem: embracing globalization even when while its being denied.
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