you can't predict you can prepare

N/A

Memo to: Oaktree Clients From: Howard Marks Re: You Can't Predict. You Can Prepare. P. Those who have been readers of my memos for any meaningful period of time know there are a few things I dismiss and a few I believe in thoroughly. The former include L. economic forecasts, which I think don't add value, and the list of the latter starts with cycles and the need to prepare for them.…

saved by

• Proby Shandilya
• Rohan Kanti
• Nicklaus Tran

related reading

• The Illusion of Knowledgeoaktreecapital.com
• Something of Valueoaktreecapital.com
• AI Will Not Make You Rich - Colossuscolossus.com
• The Calculus of Valueoaktreecapital.com
• Everything is Predictionblog.cassi-ai.com
• 2015-09-09-its-not-easy.pdfoaktreecapital.com
• 2015-09-09-its-not-easy.pdfoaktreecapital.com
• The Optimistic Thought Experiment | Hoover Institution The Optimistic Thought Experimenthoover.org
• Pmarchive · Pmarca Guide to Career Planning: Opportunitypmarchive.com
• Fewer Losers, or More Winners?oaktreecapital.com
• Sea Changecnt.oaktreecapital.com
• The Best of . . .oaktreecapital.com