Noble and Olam are my favourite mistresses of 2009 if you have been reading this blog. With the strong hand of CIC in Noble and Temasek in Olam. Noble and Olam have become golden pillows that are best to nimble at them ONLY to stuff more feathers.
Hard lessons learnt for destroying past pillows in 2008 due to GREED. Know What Is Enough and control GREED!
Got to work harder to look out for next pillow...
May be worth having a look at this asset class now – from Howard Marks memo
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Howard Marks is a veteran investor and co-chairman of Oaktree Capital
Management. He published his memo about his observations and thoughts on
the mark...
3 hours ago
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