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Daily Archives: March 10, 2013
Howard Marks in Barrons. Is a Retraction/Correction Coming?
I do not think that Barron’s front page headline in this week’s magazine accurately reflects Howard Marks’ thinking. Marks’ latest full-length memo (he is famous for his memos) seems to be a LOT more cautious and a LOT less sanguine about markets, especially debt markets, than the … Continue reading
Posted in Uncategorized
Tagged Barron's, Debt Crisis, Howard Marks, Margin of Safety, Quantitative Easing, Risk, Value Investing
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