Start / The Memo by Howard Marks / The rewind calling the market

The Rewind: Calling The Market

40 min • 7 mars 2023

Howard looks back on several memos he’s written near major turning points in the market over the last few decades, from the bursting of the dot-com bubble to the pandemic-driven crisis in early 2020. He considers what an investor should – and shouldn’t – focus on when making a market call.