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Here’s What Howard Marks Is Thinking About Right Now…
The big homie Howard Marks thinks maybe the media might have taken a little too much in the way of creative license with his July memo.
Guilty as charged, Howard. Because by God we certainly jumped at the opportunity to document Marks' reservations (or at least skepticism) with regard to the assumption that the FANG/FAAMG narrative will never die and perhaps more importantly, with the idea that there can never be too much of a good thing when it comes to passive investing.
In fact, Howard's "p
OK Howard, let’s talk out of both sides of our mouth and distort both messages as the same fu*king thing only in reverse. There I made as much sense as you did.