Howard Marks' latest memo, some sort of like a quick follow up from the previous. I like the part about bitcoin and helped one to look/think into the pros/cons of bitcoin seriously (rather than just brushing this "asset class" off with our BS detector)
Yet Again?
https://www.oaktreecapital.com/docs/defa...-again.pdf
Yet Again?
https://www.oaktreecapital.com/docs/defa...-again.pdf