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Howard Marks: Latest Thinking

Howar Mark's latest memo

Travel to clients abroad and preoccupation with my coming book on cycles (final draft submitted just the other day) have combined to keep me from writing a memo since September, but fortunately not from thinking.  Thus I have ideas to set down on two significant subjects: the market environment and the new tax law.  Further, I’m highly motivated to do so, since if I skip a few months, people start writing in, “Are you sick?” 

 
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