2 ms·
Howard Mark's latest memo has much to say about low interest rates and market returns. He also compares today's tech stocks to the Nifty fifty stocks of the lat
by kristianp 6y ago
Howard Mark's latest memo has much to say about low interest rates and market returns. He also compares today's tech stocks to the Nifty fifty stocks of the late 60s, which went on to have poor returns after becoming overpriced in the way tech stocks are now.
https://www.oaktreecapital.com/insights/howard-marks-memos https://www.oaktreecapital.com/insights/howard-marks-memos