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I’ve been attending an unusual number of webinars and meetings in recent weeks (most while still in my sweatpants) and have collected some nuggets that build on my previous columns.
The first was not a presentation, but the latest letter from Oaktree Capital Management's co-founder, Howard Marks. His explanation of why bull markets can get overdone provides a valuable perspective on today’s anything-but-overheated market. Read more
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