Mastodawn

Oaktree Capital Chairman Howard Marks stated that gold cannot be considered a store of wealth due to its lack of cash flow and indeterminate fair value, contrasting with recent gold price surges driven by geopolitical risks.
#YonhapInfomax #HowardMarks #OaktreeCapital #Gold #StoreOfWealth #GoldPrices #Economics #FinancialMarkets #Banking #Securities #Bonds #StockMarket
https://en.infomaxai.com/news/articleView.html?idxno=100198

Howard Marks Says Gold Is Not a Store of Wealth

Yonhap Infomax

13radar Dec 18

🧭 Howard Marks — Q3 2025 Portfolio Snapshot ($6.49B)
Top holdings: $TRMD 12.9% $EXE 8.3% $GTX, $AU, $VNOM Details: https://13radar.com/guru/howard-marks

📊 Sector Breakdown: Energy 37% | Materials 13% | Comm Services 10%

Marks is positioning for commodity cycles, distressed value, and inflation hedges. This isn’t tech chasing — it’s macro-aware capital deployment.
#HowardMarks #Portfolio #ValueInvesting #EnergyCycle #DistressedAssets #Howardmarks #stockmarketcrash #stockstobuy

Yonhap Infomax News Dec 17

Oaktree Capital's Howard Marks warns that investors are treating AI stocks like lottery tickets, urging a shift toward established Big Tech firms as safer bets amid AI hype.
#YonhapInfomax
#HowardMarks #OaktreeCapital #ArtificialIntelligence #BigTech #LotteryPsychology
#Economics #FinancialMarkets #Banking #Securities #Bonds #StockMarket
https://en.infomaxai.com/news/articleView.html?idxno=95894

'Bubble Forecaster' Howard Marks Says Investors Treating AI Like a Lottery—Big Tech Is the Safer Bet

Oaktree Capital's Howard Marks warns that investors are treating AI stocks like lottery tickets, urging a shift toward established Big Tech firms as safer bets amid AI hype.

Yonhap Infomax

Yonhap Infomax News Dec 15

Wall Street veteran Howard Marks warns AI could deepen US debt and political divides, while Disney opens its IP to OpenAI amid rising automation and shifting workplace trends.
#YonhapInfomax #HowardMarks #ArtificialIntelligence #Disney #OpenAI #USDebt #Economics #FinancialMarkets #Banking #Securities #Bonds #StockMarket
https://en.infomaxai.com/news/articleView.html?idxno=95553

[Wall Street Talk] Veteran Investor Warns 'AI to Widen US Debt and Fuel Political Division'

Wall Street veteran Howard Marks warns AI could deepen US debt and political divides, while Disney opens its IP to OpenAI amid rising automation and shifting workplace trends.

Yonhap Infomax

Yonhap Infomax News Dec 11

Oaktree Capital's Howard Marks, famed for predicting the dot-com bubble, warns that an AI bubble burst could trigger massive wealth destruction, job losses, and deepen social and political divides in the US.
#YonhapInfomax #HowardMarks #AIBubble #WealthDestruction #UniversalBasicIncome #OaktreeCapital #Economics #FinancialMarkets #Banking #Securities #Bonds #StockMarket
https://en.infomaxai.com/news/articleView.html?idxno=95058

WYM Mod Oct 13

Is the AI stock frenzy a real bubble? Yun Li shares Howard Marks’ take: AI valuations are high but not irrational mania. Unlike the ’90s internet boom’s bubble psychology, today’s AI optimism lacks that manic excess. The market is cautious, not crazy—yet uncertainty remains. Dive deeper into Marks’ insights: https://www.cnbc.com/2025/10/13/oaktrees-howard-marks-says-ai-frenzy-isnt-a-bubble-at-least-not-yet.html #HowardMarks #AIstocks #MarketBubble #OaktreeCapital #Investing #MarketPsychology #CNBC

Yonhap Infomax News Oct 13

Oaktree Capital's Howard Marks, famed for predicting the dot-com bubble, says the current AI investment surge is overheated but lacks the mania of a true bubble.
#YonhapInfomax #HowardMarks #OaktreeCapital #AIBubble #Valuations #CNBCInterview #Economics #FinancialMarkets #Banking #Securities #Bonds #StockMarket
https://en.infomaxai.com/news/articleView.html?idxno=85269

Howard Marks, Who Predicted the Dot-Com Bubble, Says 'AI Frenzy Is Overheated, But Not a Bubble'

Oaktree Capital's Howard Marks, famed for predicting the dot-com bubble, says the current AI investment surge is overheated but lacks the mania of a true bubble.

Yonhap Infomax

Yonhap Infomax News Aug 21, 2025

U.S. stocks closed mixed for a third day as AI valuation concerns drove tech sell-offs, while oil and gold prices rose on inventory drops and dollar weakness; Trump’s pressure on Fed Governor Cook and early bubble warnings from Howard Marks also drew market attention.
#YonhapInfomax
#AIBubble #FederalReserve #WTI #GoldPrices #HowardMarks
#Economics #FinancialMarkets #Banking #Securities #Bonds #StockMarket
https://en.infomaxai.com/news/articleView.html?idxno=77974

Lesering.de Aug 5, 2025

Mr Nice von Howard Marks: Aufstieg des Haschisch-Königs & wahre Hintergründe https://www.lesering.de/id/4940935/mr-nice-howard-marks-rezension/ #Drogenschmuggel #Buchrezension #Autobiografie #Buchrezension #HowardMarks #TrueCrime #Drogen #CIA #MI6

Mr Nice von Howard Marks: Aufstieg des Haschisch-Königs & wahre Hintergründe - Buchrezension

Vom Oxford-Studenten zum „Mr Nice“: Howard Marks enthüllt in seinen Memoiren die geheime Welt des Haschischhandels, Staatsabsprachen und skurrile Fluchten.

Lesering.de

𝓛𝔁𝓼 / 𝔸𝕝𝕖𝕩𝕚𝕤 🏵🇪🇺💫Jun 25, 2025

#HowardMarks breaks down Government intervention in an accessible manner

• implications of the government stance (trade-offs & unintended consequences)

• examples: rent control, fire insurance, tariffs as likely pathways to cause more harm than good

Free Market Economy might not produce the perfect solution, yet recalls that
«laws of economics create prosperity through incentivizing innovation & productivity»

(reflects my own thoughts in easy to understand nuggets)

https://podcasts.apple.com/gb/podcast/the-memo-by-howard-marks/id1521551570?i=1000713365176

More on Repealing the Laws of Economics

Podcast Episode · The Memo by Howard Marks · 18/06/2025 · 40m

Apple Podcasts