Behind the Memo: What Really Matters?
The Memo by Howard Marks
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Are Public Markets Reporting Too Much Volatility?
Anna Wintour: Why are private investment funds reporting so little volatility when there's been so much volatility in public markets? She says the longer you let the process cook, the more the outcomes collect around reality and fundamentals. "I believe strongly that the volatility in public securities is excessive," she says.
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