| | Is it a bubble? (oaktreecapital.com) |
| 278 points by saigrandhi 1 day ago | past | 490 comments |
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| | Is it a Bubble? (Howard Marks) [pdf] (oaktreecapital.com) |
| 5 points by mxschumacher 1 day ago | past | 1 comment |
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| | Is It a Bubble? (oaktreecapital.com) |
| 4 points by gmays 1 day ago | past | discuss |
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| | Dare to be great (2006) [pdf] (oaktreecapital.com) |
| 3 points by simonebrunozzi 6 months ago | past |
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| | On Bubble Watch (oaktreecapital.com) |
| 5 points by kristianp 11 months ago | past | 2 comments |
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| | On Bubble Watch – Howard Marks (oaktreecapital.com) |
| 1 point by felipevb 11 months ago | past |
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| | Bubble Watch (oaktreecapital.com) |
| 3 points by matlin 11 months ago | past |
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| | Bubble Watch (oaktreecapital.com) |
| 3 points by huijzer 11 months ago | past |
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| | Easy Money: What financial history can teach us about periods of easy money (oaktreecapital.com) |
| 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) |
| 2 points by helsinkiandrew on Oct 11, 2023 | past |
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| | Sea Change (2022) (oaktreecapital.com) |
| 40 points by LordNibbler on June 19, 2023 | past | 12 comments |
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| | Lessons from Silicon Valley Bank (oaktreecapital.com) |
| 1 point by kristianp on April 26, 2023 | past |
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| | Lessons from Silicon Valley Bank (oaktreecapital.com) |
| 3 points by skmurphy on April 19, 2023 | past | 1 comment |
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| | Howard Marks: Sea Change (oaktreecapital.com) |
| 3 points by jbredeche on Dec 14, 2022 | past |
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| | The Illusion of Knowledge (oaktreecapital.com) |
| 1 point by cangencer on Oct 4, 2022 | past |
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| | The Illusion of Knowledge (oaktreecapital.com) |
| 3 points by rafaelc on Oct 3, 2022 | past |
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| | Low-Rated Global Corporate Debt Has Ballooned [pdf] (oaktreecapital.com) |
| 1 point by huijzer on Sept 28, 2022 | past | 1 comment |
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| | I Beg to Differ [pdf] (oaktreecapital.com) |
| 1 point by kaboro on July 26, 2022 | past |
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| | Bull Market Rhymes [pdf] (oaktreecapital.com) |
| 1 point by kaboro on May 26, 2022 | past |
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| | The Pendulum in International Affairs (oaktreecapital.com) |
| 1 point by walterbell on May 8, 2022 | past |
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| | The Pendulum in International Affairs (oaktreecapital.com) |
| 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) |
| 3 points by MinimalAction on Jan 22, 2022 | past |
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| | Howard Marks – Thinking about macro [pdf] (oaktreecapital.com) |
| 1 point by tims457 on July 31, 2021 | past |
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| | Howard Marks Memo – Something of Value [pdf] (oaktreecapital.com) |
| 2 points by kgwgk on Jan 12, 2021 | past |
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| | Howard Marks Memo: Coming into Focus [pdf] (oaktreecapital.com) |
| 2 points by vitabenes on Oct 13, 2020 | past |
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| | Time for Thinking – Howard Marks Memo [pdf] (oaktreecapital.com) |
| 1 point by vitabenes on Aug 11, 2020 | past |
|
| | Time for Thinking [pdf] (oaktreecapital.com) |
| 2 points by Elof on Aug 5, 2020 | past |
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| | The Anatomy of a Rally [pdf] (oaktreecapital.com) |
| 3 points by Elof on June 18, 2020 | past |
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| | Uncertainty II [pdf] (oaktreecapital.com) |
| 1 point by themoops36 on May 29, 2020 | past |
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| | Uncertainty (oaktreecapital.com) |
| 1 point by mrleiter on May 13, 2020 | past |
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| More |
