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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Saturday, December 20, 2014
Howard Marks on Oil
Howard Marks, the founder and Chairman of Oaktree Capital, is out with his latest missive. This time he writes about the recent pull-back in oil. Enjoy: