Howard Marks: "Markets Are Riskier Than At Any Time Since The Depths Of The 2008/9 Crisis"

In Feb 2007, Oaktree Capital's Howard Marks wrote 'The Race to the Bottom', providing a timely warning about the capital market behavior that ultimately led to the mortgage meltdown of 2007 and the crisis of 2008 as he worried about "c… [...]

5 Things To Ponder This Weekend

Submitted by Lance Roberts of STA Wealth Management, It is hard to believe that the end of the year is fast approaching.  This weekend's list of things to ponder covers a range of issues that caught my attention as I prepare to write my annua… [...]

Retail Sales Slow As Shopping Season Heats Up

Submitted by Lance Roberts of STA Wealth Management, While the specter of the debt ceiling debate continues to haunt the halls of Washington D.C. it is the state of retail sales that investors should be potentially focusing on.  While the latest … [...]

"There’s No Free Market In Money Today" And Other Observations By Howard Marks

Oaktree’s Howard Marks, one of the better investors of his generation, is interviewed by GS’ Hugo-Scott Gall on everything from investing choices, to behaviorism and trading psychology, to market cycles, to ZIRP, to the “great rotation”, and last but n… [...]

Conspicuous Contrarians, Higher Highs, And Complete Complacency

Submitted by Lance Roberts of Street Talk Live blog, Howard Marks once wrote: “Resisting – and thereby achieving success as a contrarian – isn’t easy. Things combine to make it difficult; including natural herd tendencies and t… [...]

Guest Post: Asset Valuation And Fed Policy: We’ve Seen This Movie Before

Submitted by F.F.Wiley via Cyniconomics blog, Everyone seems to have an opinion on asset valuation these days, even commentators who are normally quiet about such matters.  Some are seeing asset price bubbles, others are just on the… [...]

Howard Marks: "It Isn’t Just A Windfall, It’s A Warning Sign"

Despite the all-knowing Alan Greenspan confirming there is no irrational exuberance currently, Oaktree Capital’s Howard Marks is less convinced. Though he is not bearish, he lays out rather succinctly the current pros and cons for equities – based on t… [...]

Howard Marks: "It Isn’t Just A Windfall, It’s A Warning Sign"

Despite the all-knowing Alan Greenspan confirming there is no irrational exuberance currently, Oaktree Capital’s Howard Marks is less convinced. Though he is not bearish, he lays out rather succinctly the current pros and cons for equities – based on t… [...]

Howard Marks: "It Isn’t Just A Windfall, It’s A Warning Sign"

Despite the all-knowing Alan Greenspan confirming there is no irrational exuberance currently, Oaktree Capital’s Howard Marks is less convinced. Though he is not bearish, he lays out rather succinctly the current pros and cons for equities – based on t… [...]

Howard Marks’ Full Presentation On "Investing In Uncertain Times"

In the following presentation, given by Howard Marks – the world’s largest distressed debt investor – he warns of the perils of “investing in uncertain times.” As Reuters notes, he fears the “unsound practices” from before the financial crisis are cree… [...]