This blog is an effort to sift through the noise. Please note that a number of resources are used to create these theses and due to an overriding desire to think rather than edit I will not be citing every little source.
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Thursday, May 26, 2011
Latest Memo from Howard Marks / Oaktree - How Quickly They Forget
Below please find the latest from Oaktree - Howard Marks. He continues to discuss his pendulum theory and shines a bit on where we may be headed.
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