Howard Marks is one of the most insightful voices in investing. He recently spoke at Moneycontrol GWS 2025, discussing market behavior, cycles, and investor psychology. His reflections are a reminder that while the specifics of history change, human behavior remains remarkably predictable. As he quoted Mark Twain, “Well, of course, … Read More
Howard Marks: When Something Is On The Pedestal Of Popularity, Risk Of Decline Is High
In his latest memo titled – On Bubble Watch, Howard Marks discusses how bubbles, while often grounded in a kernel of truth, lead to excessive valuations fueled by optimism, FOMO, and a belief that prices can’t fall. He reflects on past bubbles, such as the late ’90s internet mania and … Read More