Gurus

TIME FOR THINKING - Howard Marks

Tan KW
Publish date: Wed, 05 Aug 2020, 11:27 PM

Several months into the Covid-19 era, Howard Marks takes a step back to consider the global health crisis, the economic fallout and the U.S.’s response to date. He also shines light on how one might – or might not – view the current circumstances in the framework of a market cycle. 

https://www.oaktreecapital.com/docs/default-source/memos/timeforthinking.pdf

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