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

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