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The Memo by Howard Marks — On Bubble Watch
Not scored yet35m·2025-01-07·Money

On Bubble Watch

The Memo by Howard Marks · 65

On January 2, 2000, Howard Marks published his first memo to garner any reader response, bubble.com, calling attention to excesses he detected in the market for tech and internet stocks. His newest memo revisits the subject of bubbles. Howard expresses his view that they’re more a state of mind than a quantitative…

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