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 investors are turning a little more aggressive.
It is also good for layman to have an idea how to frame a crisis like this, what you may not have considered. Reading this may leave you better in the head to make better decisions on your picks like the bloggers scooping up SCI, SMM, Keppel Corp. Or they will leave you more confuse.