Thinking About Macro - Howard Marks | I3investor

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Thinking About Macro - Howard Marks

Tan KW

Publish date: Fri, 30 Jul 2021, 08:17 AM

Thinking About Macro

Howard Marks Memo

Howard Marks doesn’t make bets on economic predictions. That’s especially true now when the biggest wildcard is inflation – a phenomenon no one fully understands. But just because something is unknowable doesn’t mean it’s unimportant. That’s why Howard has devoted his latest memo to a topic he largely disavows: macro forecasting.

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