Bull Market Rhymes

In his latest memo, Howard Marks discusses the evolution of the sub-investment grade credit market from its beginnings in the 1970s to its present state. He focuses on the rise of direct lending following the Global Financial Crisis, identifying the reasons for its fast growth bu ...  Show more

In this special episode of The Insight: Conversations, Howard Marks shares his reflections on themes from Oaktree’s recent client conference, including the evolution of the credit markets, the nature of mispricings, and the importance of leadership. 

Some are saying it’s a bull market, we’re calling it a giddy one.  (00:21) Ron Gross and Matt Argersinger discuss: - The latest inflation numbers and the Fed’s plan to “skip” a rate hike. - How a small group of companies are driving market returns, and why the rest could catch u ...  Show more

This is my summary of Mastering the Market Cycle by Howard Marks.

Howard Marks is one of my favorite writers on investing and I enjoy reading his memos throughout the year. Mastering the Market Cycle has insights for learning to see the big picture in the economy and in ...

We’ve been in a bull market for 10 years, with free money being the tail wind for investors.  That era has now ended and investors are feeling the pain.  As we come to this critical juncture, the Steady Wealth Podcast is here to discuss the realities of the market. T ...

At some point, the bull market will turn south--but history teaches that it will recover. Today's Stocks & Topics: STX - Seagate Technology PLC, Mortgage Rates, The Stock Market & Hurricanes, What is 5G?, Young Investor, LB - L Brands Inc., XPO - XPO Logistics Inc., SWKS - Skywor ...  Show more