Oaktree Capital
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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I feel that Howard Marks is one of the most intelligent and thoughtful people that I’ve read and I regularly enjoy his commentary.  Below is his most recent commentary, which is political yet right on in my estimation. Hopefully our politicians realize that compromise is the only way to solve some of these problems that...
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    7242 East Cortez Rd
    Scottsdale, AZ 85260
    Phone: 805-886-8140
    Fax : 949-335-9784