Oaktree Capital Management
As we sit in year-7 of a historic bull market, with earnings likely to decline for the 3rd consecutive quarter, the lack of a margin of safety in most stocks, bonds, and real estate is becoming painfully obvious. The Federal Reserve’s record-low interest rate policies have driven all asset classes higher, to levels where the...
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Howard Marks is one of the smartest guys in the investment business, and I really appreciate his balanced approach of weighing facts and figures.  In the below memo, he addresses the many macro-concerns and there possible impacts on investments, and contrasts that with the positives such as the extreme level of pessimism that exists.  The...
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    7242 East Cortez Rd
    Scottsdale, AZ 85260
    Phone: 805-886-8140
    Fax : 949-335-9784