Howard Marks: There Is No ‘Economic Machine’

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In his recent interview with the Market Mind Hypothesis Symposium, Howard Marks explained why there is no ‘economic machine’. Here’s an excerpt from the interview: Marks: In your last sentence about the two episodes [in history]… would limit me too much so if you don’t mind I’m gonna go way … Read More

Howard Marks: U.S Onshoring Investment Opportunities

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In his latest interview on the Wharton School Podcast, Howard Marks discussed U.S investment opportunities if the trend moves from globalization to dependable onshoring, as he believes it will. Here’s an excerpt from the interview: Marks: I think that if people want to create their own raw materials, or intermediate … Read More

Howard Marks: The Art Of Selling

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In his latest memo titled – Selling Out, Howard Marks provides a comprehensive discussion on the art of selling stocks. Here’s an excerpt from the memo: Aphorisms like “no one ever went broke taking a profit” may be relevant to people who invest part-time for themselves, but they should have … Read More