Discover and read the best of Twitter Threads about #howardmarks

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1/ My top three takeaways from Howard Marks' latest memo "Thinking About Macro".

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#howardmarks #valueinvesting #macro Image
2/ Most economic forecasters have lousy track records, so why trust them?

Time and attention is best spent elsewhere.

#economy #Economist Image
3/ Prices are mostly physiological elements reflected in reality.

Perceived increased demand can drive prices up, and vice versa.

Perception is not always reality.

#stockmarket Image
Read 5 tweets
#HowardMarks speaks on current state of markets, risks and likely effects of China's slowdown
mobile.fuw.ch/article/the-ri…
"A great investor is one who performs well in the good times and doesn’t get killed in the bad times" - Howard Marks
Sadly, in raging bull markets, its easier to stop worrying about the latter
Read 3 tweets

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