Howard Marks' latest memo has dropped and it is a doozy. Why? Well, the Oaktree Capital legend has applied his decades-long "obsession with the concept of the pendulum" to two pressing, topical – but apparently unrelated – trends with global relevance right now: Europe’s energy dependence (made jarringly relevant.
Howard Marks' latest memo has dropped and it is a doozy. Why? Well, the Oaktree Capital legend has applied his decades-long "obsession with the concept of the pendulum" to two pressing, topical – but apparently unrelated – trends with global relevance right now: Europe’s energy dependence (made jarringly relevant.
Howard Marks' latest memo has dropped and it is a doozy. Why? Well, the Oaktree Capital legend has applied his decades-long "obsession with the concept of the pendulum" to two pressing, topical – but apparently unrelated – trends with global relevance right now: Europe’s energy dependence (made jarringly relevant.
At a recent meeting of the Brookfield Asset Management board, a discussion of Ukraine triggered an association with another aspect of international affairs
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