Thinking About Macro

The Memo by Howard Marks vor 5 Jahren

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Howard Marks doesn’t make bets on economic predictions. That’s
especially true now when the biggest wildcard is inflation – a
phenomenon no one fully understands. But just because something
is unknowable doesn’t mean it’s unimportant. That’s why Howard
has devoted his latest memo to a topic he largely disavows: macro
forecasting. (July 29, 2021)

You can read the memo here
(https://www.oaktreecapital.com/docs/default-source/memos/thinkingaboutmacro.pdf).

The memo is read by LJ Ganser.