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The Insight: Conversations – This Time Might Be Different with Howard Marks and David Rosenberg

The Memo by Howard Marks

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The Unusual Era of Declining and Ultra Low Interest Rates

Interest rates have been declining or ultra low for the past 40 years, but this is not the norm. The easy money environment has made it easy for companies to thrive, but that is changing. The future will be different and interest rates will not decline by another 2,000 basis points.

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