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Howard Marks: Why Russia energy and poor supply chains spell the end of globalisation

Howard Marks' latest memo has dropped and it is a doozy. Why? Well, the Oaktree Capital legend has applied his decades-long "obsession with the concept of the pendulum" to two pressing, topical – but apparently unrelated – trends with global relevance right now: Europe’s energy dependence (made jarringly relevant...
United States Mark Point New South Wales South Korea Howard Mark Vladimir Putin

Howard Marks: Why Russian energy and insecure supply chains spell the end of globalisation

Howard Marks' latest memo has dropped and it is a doozy. Why? Well, the Oaktree Capital legend has applied his decades-long "obsession with the concept of the pendulum" to two pressing, topical – but apparently unrelated – trends with global relevance right now: Europe’s energy dependence (made jarringly relevant...
United States Mark Point New South Wales South Korea Howard Mark Vladimir Putin

Howard Marks: The end of globalisation

Howard Marks' latest memo has dropped and it is a doozy. Why? Well, the Oaktree Capital legend has applied his decades-long "obsession with the concept of the pendulum" to two pressing, topical – but apparently unrelated – trends with global relevance right now: Europe’s energy dependence (made jarringly relevant...
United States Mark Point New South Wales South Korea Howard Mark Vladimir Putin

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