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The Memo by Howard Marks — Further Thoughts on "Sea Change"
Not scored yet33m·2023-10-11·Money

Further Thoughts on "Sea Change"

The Memo by Howard Marks · 47

In his latest memo, Howard Marks provides a follow-up to Sea Change (https://www.oaktreecapital.com/insights/memo/sea-change), his thought-provoking memo published in December 2022. He argues that the trends he highlighted in the original memo collectively represent a sweeping alteration of the investment environment…

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