The Insight: Conversations – Full Return World with Howard Marks and Armen Panossian
The Memo by Howard Marks
Optimism Emerges in Stock Market Investors in 2023
Surprisingly, there is a lot of optimism in the stock market due to favorable performance of the economy. The optimists have won in 2023, causing prices to go up and making it a strong year. However, our investment philosophy emphasizes that investment decisions should not be based on macro expectations or market timing.
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