Here's Howard Marks about what's priced in and what isnt: https://www.oaktreecapital.com/docs/default-source/memos/which-way-now.pdf https://www.oaktreecapital

Here's Howard Marks about what's priced in and what isnt: https://www.oaktreecapital.com/docs/default-source/memos/which-way-now.pdf https://www.oaktreecapital.com/docs/default-source/memos/whi... TL;DR: markers are pricing in a V shaped recovery in a couple of months