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, September 8, 2011
August Memo from Howard Marks / Oaktree
Howard Marks (of Oaktree fame) is out with his latest memo. In it he describes his take on the recent market tumult and what he thinks is causing it.