Mark Yusko's Second Quarter 2013 Review and Outlook by Zach Kouwe
Showing posts with label Debt. Show all posts
Showing posts with label Debt. Show all posts
Friday, August 16, 2013
Sunday, January 13, 2013
Oaktree Sees a Bubble Brewing in the Debt Market
By Zach Kouwe
The always interesting Howard Marks of Oaktree Capital Management shares his latest thoughts on where we are in the market today. Hint: He is seeing a huge bubble brewing in the debt markets as investors reach for yield in junk bonds and accept larger risks in Treasuries. Marks is one of my favorite investment managers, primarily because he started a firm that invests in all sorts of complex financial instruments and works on behalf of large, sophisticated investors such as pension funds, but still finds a way to explain his thoughts in a way that can be easily understood by people with little background in finance.
Marks' public relations skills have enabled him to become a leading voice in the investment community. All he has to do now is get on social media and he can raise his profile even more. Sally Krawcheck, formerly of Merrill Lynch, has done this successfully as I mention in RIABiz. Thought leadership pieces like this one below are important for any company, no matter what industry, to demonstrate to the public their unique philosophies and position in the market.
The always interesting Howard Marks of Oaktree Capital Management shares his latest thoughts on where we are in the market today. Hint: He is seeing a huge bubble brewing in the debt markets as investors reach for yield in junk bonds and accept larger risks in Treasuries. Marks is one of my favorite investment managers, primarily because he started a firm that invests in all sorts of complex financial instruments and works on behalf of large, sophisticated investors such as pension funds, but still finds a way to explain his thoughts in a way that can be easily understood by people with little background in finance.
Marks' public relations skills have enabled him to become a leading voice in the investment community. All he has to do now is get on social media and he can raise his profile even more. Sally Krawcheck, formerly of Merrill Lynch, has done this successfully as I mention in RIABiz. Thought leadership pieces like this one below are important for any company, no matter what industry, to demonstrate to the public their unique philosophies and position in the market.
Saturday, August 13, 2011
Gowanus Lounge Coverage
By Zach Kouwe
Here'e the Gowanus Lounge writing about my research for Peter Tanous and Jeff Cox for their book, called Debt, Deficits and the Demise of the American Economy. The interesting thing is that the post, which was written a few months ago, calls the thesis of the book "far-fetched" and "highly unlikely." But, if you look at what has happened to the stock market in the last two weeks, plus the debacle of the debt ceiling coupled with the downgrade by S&P, the scenario in the book doesn't look that out of whack.
Here's a video of Peter Tanous on Tech Ticker with Henry Blodget recently.
Here'e the Gowanus Lounge writing about my research for Peter Tanous and Jeff Cox for their book, called Debt, Deficits and the Demise of the American Economy. The interesting thing is that the post, which was written a few months ago, calls the thesis of the book "far-fetched" and "highly unlikely." But, if you look at what has happened to the stock market in the last two weeks, plus the debacle of the debt ceiling coupled with the downgrade by S&P, the scenario in the book doesn't look that out of whack.
Here's a video of Peter Tanous on Tech Ticker with Henry Blodget recently.
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