May be worth having a look at this asset class now – from Howard Marks memo
-
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...
4 hours ago
My WAG (wild ass guess) is for 60% chance of round 2 later this year. Catalyst may be re-lockdowns as northern winter approaches, disappointment at slow return to normal, increasing corporate bankruptcies.
ReplyDeleteWhether it will lead to -20% correction in a continuing secular 20-year bull (that started in 2009), or a -50% showstopper, or anything in-between is anybody's guess, kekeke!!