Howard Marks’ latest letter on Oil
In his latest edition of his letters, Marks talks about the oil situation and for the first time in 3 years, they, as distressed asset …
In his latest edition of his letters, Marks talks about the oil situation and for the first time in 3 years, they, as distressed asset …
WealthTrack always provides some good interviews. This week’s interview with Matthew McLennan i felt, is a good share because Matthew McLennan provides insights into how …
If you are going to do business prospecting long enough, you are going to be hit by duds. That is the nature of things. It …
Seldom you see people explaining things that worry investors or even intermediate active managers and put them out clearly in a few phrases. Howard Marks, …
Someone who looks at the indicators and have been deflationary for a long time suddenly switches to become very sanguine a few years ago. Listen …
Warren Buffett have indicated in his annual report that Berkshire usually do better when the general market isn’t doing very well. Somehow folks was able …
1:25: Warren Buffett on Coke shareholder plan vote. He dislike the plan! 8:13: Warren Buffett talks about IBM which have been disappointing 10:00 Warren Buffett …
The annual Warren Buffett Shareholder letter is out. You can view it here. It has always been as insightful as reading an investment book, and …
On a day where the market hit a new high, we turn to Howard Marks, chairman of Oaktree Capital (OAK), who I believe is one …
Barry Ritholtz explains in yesterday’s Bloomberg column an often mentioned Buffett’s indicator of general market valuation the Market Cap as a percentage of nominal GDP. …