Oaktree Capital's chairman Howard Marks is out with his latest memo entitled Economic Reality. If you haven't spent time reading any of Marks' stuff before, all you really need to know is that Warren Buffett reads them religiously.
Marks' latest letter touches on the actions of central banks and governments and the underlying effects on economies.
Embedded below is Howard Marks' latest memo: 'Economic Reality'
You can download a .pdf copy here.
To hear more from Oaktree's chairman, head to Howard Marks' talk at Google.
For more recent fund manager letters, head to Third Point's Q1 letter and Greenlight Capital's Q1 letter.
Tuesday, May 31, 2016
Howard Marks' Latest Memo: Economic Reality
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