Howard Marks Archive
ATHs for Everything, Vaccine Logistics, The Shorting Opportunity of a Lifetime
December 7, 2020 · Category: Coronavirus, Fundamental Analysis, Howard Marks, Market Commentary, Sentiment Analysis, Short Selling, Stocks, Technical Analysis, Twitter
Note: To sign up to be alerted when the morning email is posted to my website, enter your name and email in the box in the right hand corner titled “New Post Announcements”. That will ...
Posted by Greg Feirman · No Comments »
Interpreting the Disconnect Between Earnings and Stock Prices: The Cases of DIS & MCD
November 13, 2020 · Category: Coronavirus, Federal Reserve, Fundamental Analysis, Howard Marks, Macro Economics, Market Commentary, Ray Dalio, Stocks, Technical Analysis
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
October 14, 2020 · Category: Everything Bubble, Federal Reserve, Fundamental Analysis, Government, History, Howard Marks, Inflation, Interest Rates, Macro Economics, Market Commentary, Short Selling, Stocks, The Big 5
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 »
