The Rewind: It Is What It Is
The Memo by Howard Marks
What's Going on Around Us to Day?
No one i know thinks investors to day are acting out of an excess of caution. Investors have forgotten losses in stocks, corporate bonds and venture capital earlier this decade. Few markets appear to offer bargains. People are reporting big gains from private equity and real estate assets they bought cheap in the past,. But fewer people can claim to be buying in on the cheap.
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