Global Macro Update Archive, July 2024

The Politics of Resilience
  • July 16, 2024

The Politics of Resilience

My goal for Global Macro Update is to help you navigate a complicated macroeconomic landscape. I intentionally avoid commenting on politics, unless it directly affects our investment themes.

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Step One to Becoming a Better Investor
  • July 12, 2024

Step One to Becoming a Better Investor

In seasoned investment circles, nearly everyone reads the memos from Howard Marks, the co-chairman of Oaktree Capital Management, which he’s been writing for his clients since 1990.

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