In his latest memo, Howard Marks revisits the subject of AI, providing his observations on its essence and how it differs from previous technological innovations.
In his latest memo, Howard Marks explores if there is a bubble in AI, identifying uncertainty, parallels to past bubbles, AI's vast potential, and emphasizing the importance of prudence.
In 2000, Howard Marks warned about market excesses in tech stocks. His new memo revisits market bubbles, emphasizing their psychological nature and current signs.
In a new memo, Oaktree Capital Management co-founder and co-chairman Howard Marks outlined the growing concerns around the private credit industry. Morning Brief Host Julie Hyman and Yahoo Finance ...
Seeking Alpha: Memos From Howard Marks: What's Going On In Private Credit?
Seeking Alpha on MSN: Howard Marks outlines growing concerns about private credit in new memo
In a memo to Oaktree clients Thursday, veteran investor Howard Marks outlined growing concerns about the private credit (VPC) market, particularly direct lending, as the sector faces its first major ...
CNBC: Howard Marks celebrates 35 years of writing his acclaimed memos. He wasn't sure anyone read them at first
Howard Marks didn't set out to become one of the most widely read thinkers in finance. When the Oaktree Capital co-founder wrote his first investment memo in 1990, he mailed it to a few dozen clients, ...
Howard Marks celebrates 35 years of writing his acclaimed memos. He wasn't sure anyone read them at first
CNBC: Howard Marks reflects on 35 years of writing market memos loved by Buffett and others on Wall Street
Howard Marks, who has written his popular investment memos for 35 years, credits his success to focusing on the core of investing: understanding risk and psychology. In an interview with CNBC's Sara ...