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 13, 2012
Latest Memo from Howard Marks - On Uncertain Ground
Howard Marks of Oaktree Capital is out with his latest letter to investors. In the letter he says the world seems more uncertain now that at anytime in his life. Not sure how to take this but net-net stay nimble.