All That Glitters - Howard Marks' Take on Gold

December 21, 2010

1 minute read

In his latest letter to shareholders, Oaktree's Howard Marks, whose missives are highly anticipated on Wall Street, this time shares his reflections on gold.

Read it in the slidedeck below or download a PDF of it here.

"All That Glitters" - Oaktree Capital's Howard Marks on Gold

Author

AdvisorAnalyst

Comments are closed.

Get Aa's Actionable Analysis

The Morning Meeting - 6:30AM daily

byAdvisorAnalyst

December 21, 2010

byCapital Group

December 21, 2010

Growth is from Mars, value is from Venus

by Owen A. Lamont, Ph.D., Senior Vice President, Portfolio Manager, Research, Acadian Asset Management There is no such…

byAdvisorAnalyst

Why Did the Stock Market Do So Well in 2024?

by Michael Antonelli, Market Strategist, Baird 2024 has been, by all measures, a spectacular year for the stock…

byAdvisorAnalyst

From Inflation to Innovation: Key Trends Shaping the U.S. Economy and Markets (JPM)

Here are highlights from the J.P. Morgan "Guide to the Markets® U.S. | 1Q 2025" which focuses on:…

byAdvisorAnalyst

AI Mania, Trade Uncertainty, and Political Drama: What’s Next for the S&P 500?

by Hubert Marleau, Market Economist, Palos Management A Short Review January 3, 2025 Throughout last year, I maintained…

byHubert Marleau, Market Economist, Palos Management

Natural Gas's Explosive Comeback: Why 2024's Top Commodity Could Supercharge EQT Corp.

by SIACharts.com Independent natural gas production company EQT Corp. (EQT), with operations focused in the Appalachian Basin, has…

bySIA Charts

Dissecting Our Discipline

by William Smead, CIO, Smead Capital Management Dear fellow investors, All portfolio managers practice a stock-picking discipline in…

bySmead Capital Management

Markets

Weekly ChartStorm: Reflections on 2024 in Ten Notable Charts

As the dust settles on another rollercoaster year in the markets, the time is ripe to reflect. The…

byAdvisorAnalyst

The Seven Pillars of Resilient Portfolios – Revisiting Picton Mahoney’s BARBELL Framework

In a rapidly evolving investment landscape, where traditional stock and bond strategies often falter under the weight of…

byAdvisorAnalyst

The Latest

Growth is from Mars, value is from Venus

Why Did the Stock Market Do So Well in 2024?

From Inflation to Innovation: Key Trends Shaping the U.S. Economy and Markets (JPM)

AI Mania, Trade Uncertainty, and Political Drama: What’s Next for the S&P 500?

All That Glitters - Howard Marks' Take on Gold

Get Aa's Actionable Analysis

The Stock Market may not be Fighting the Fed, but are Bonds?

Challenging Canadian Notions of Portfolio Construction

All That Glitters - Howard Marks' Take on Gold

Get Aa's Actionable Analysis

The Stock Market may not be Fighting the Fed, but are Bonds?

Challenging Canadian Notions of Portfolio Construction

Related Posts