kiwing100 Posted August 6, 2013 Share Posted August 6, 2013 http://www.oaktreecapital.com/MemoTree/The%20Role%20of%20Confidence_08_05_13.pdf Link to comment Share on other sites More sharing options...
smreitz Posted August 6, 2013 Share Posted August 6, 2013 Good read. Thank you for posting. Very macro oriented. Mark quotes Seth Klarman pages 11 and 12. Both seem to agree on the long term negative consequences of running up the US debt & low interest rates. Link to comment Share on other sites More sharing options...
stahleyp Posted November 27, 2013 Share Posted November 27, 2013 New letter is out. Thanks to Jacob from vw. http://www.oaktreecapital.com/MemoTree/The%20Race%20Is%20On_2013_11_26.pdf Link to comment Share on other sites More sharing options...
bookie71 Posted November 27, 2013 Share Posted November 27, 2013 Thanks! Link to comment Share on other sites More sharing options...
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