@HowardMarksBook's latest Memo raises plenty of good questions and makes some strong points on #investing in general and the situation at hand more broadly: https://www.oaktreecapital.com/docs/default-source/memos/knowledge-of-the-future.pdf #GlobalTrends #Macro #Risks #Fed #US A few takeaways...(1/3)
3/3 Blood, Sugar, #Fed, Magic...