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Howard Marks on China, Risk, and Interest Rates
Motley Fool Money
Are You the Beneficiary of a Downtrend in Rates?
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Private equity is a double bonus, right? And that is private equity. The people who did it get their pictures in the paper. That's the nature of our business. So if those were the factors that were rewarded in the certain environment, maybe different strategies will be rewarded in the coming environment and not necessarily a continuation of the same ones. There is a word that you didn't write in C change, but to me it was in the background. I'd say we exported sourcing, which had the effect of fighting inflation.
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