Saturday, August 15, 2020

Howard Marks' Latest Memo Reviews the Market's Amazing Recovery and Asks if the Fed Can Keep it Going? (Ans: Maybe)

The full memo is here, but a good summary at BI. Also annualized QoQ GDP% measure is complicated and meaningless.


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Tunnel Vision: Steph's 100-Foot Shot (Yes, it was real!)

Stephen Curry returned to the NBA Friday after a 5-game injury. But the  biggest action  of the night seems to have happened before the gam...