Excellent summary of the present market

aplus's picture

Howard Marks from Oaktree has been a favorite investor of ours to follow, and he always sums up market sentiment well in his newsletters. We find his recent writing from July 26th particularly insightful for two reasons. His observations are spot on with our market views, and he articulates the risks, reach for yield, and complacency in the market with precision. Second, he cites references to previous letters which you could spend an entire afternoon reading. This post is from a legendary investor who isn't shy to make calls before others, and we certainly agree with his perspective.

Happy trading!

Full PDF for download available at: https://www.oaktreecapital.com/docs/default-source/memos/there-they-go-a...

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