Howard Marks writes one of the best investment memos in the investment industry and he just published his most recent memo on what is going on in macroeconomics today and how useless it is to try and make predictions based on the macro.
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Thinking About Macro
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Howard Marks writes one of the best investment memos in the investment industry and he just published his most recent memo on what is going on in macroeconomics today and how useless it is to try and make predictions based on the macro.