Behind the Memo: The Illusion of Knowledge
The Memo by Howard Marks
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Macro Forecasting - Should We Know Where We Are?
Anna Wintour: It's increasingly important for investors to consider mackro implications. She says we should know when the market is extremely overvalued or undervalued by historical standards. "We may not be able to accurately predict the future, especially in times of unusual divergence," she adds.
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