Shakiness rising, better opportunities ahead
Howard Marks argued that the market's 'shaky optimism' is becoming shakier, with negatives and risk aversion starting to surface, which should create much better buying opportunities.
Sign in to read the full idea
The argument, what validates it, the risks discussed and hearing it from the source are for signed-in members. Free accounts read 3 ideas in full a day. No card required.
The story so far
DORMANT · 2 MENTIONS · 2 SHOWS
- THE INSIGHT BY OAKTREE CAPITAL
- THE MEMO BY HOWARD MARKS
- Shakiness rising, better opportunities ahead · THIS IDEA
HOW THE SHOWS HAVE DISCUSSED THIS THESIS OVER TIME · NOT A PERFORMANCE RECORD