@HowardMarksBook has been busy with the pen this last month...Here is his latest #Memo: oaktreecapital.com/docs/default-s… It holds plenty of #FoodForThought for #Investors trying to "calibrate" their positioning..A few take aways...(1/5)
2/5 #Investing #wisdom "...there's simply no room for certainty in investing.."
3/5 #Investing - "The most important job is to strike the appropriate balance between offence and defence."
4/5 Thoughts on current market conditions: "I feel the odd are more in investors' favour or, at a minimum, somewhat less against them. Portfolios should be calibrated accordingly." #Investing
5/5 #Investing #Wisdom - "The perfect is the enemy of good."
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