#19 Reflections on Investing : The Howard Marks Checklist
The market is cyclical, but what part of the cycle are we in? To better understand where we are in the market cycle we review a checklist from Oak Tree Capital founder Howard Marks.
#18 Reflections on Investing : Has Investing Changed?
Since the outbreak of Covid 19 a lot of things have changed. With many new retail traders and interest in the stock market has investing changed?
Investor Memo Q3 2021
The Challenge Continues As the third quarter of 2021 draws to a close, investors face the same challenges: record high stock prices relative to any measure of earnings or revenue and record low interest rates. In this environment it is…