Howard Marks Archive

ATHs for Everything, Vaccine Logistics, The Shorting Opportunity of a Lifetime

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Posted by Greg Feirman  ·  No Comments »

Interpreting the Disconnect Between Earnings and Stock Prices: The Cases of DIS & MCD

Note: A few months ago I started writing a daily morning market email for clients, friends and family. I recently decided to start making this email more broadly available. Email me at gfeirman@topgunfp.com if you’d ...
Posted by Greg Feirman  ·  No Comments »

The Hallmark of a Bubble, The Long Term Consequences of Massive Government Stimulus and Bank Earnings

Yesterday, the great Howard Marks came out with one of his memos. I consider Marks one of the Top 15 investors of all-time and I try to read most of his memos. Yesterday's memo, "Coming ...
Posted by Greg Feirman  ·  No Comments »