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Re: Re: I Beg to Differ
I don't know why but I was expecting something grandiose from Mark's memo. Instead, I got a 13-page report telling me to do the opposite of whatever everyone else was doing. I'll just chalk it under to I'm slow and read other people's interpretations of it.


Howard Mark's position on impending recession, inflation, or whatever:

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TLDR: He basically said investors don't care about the short-run - fin.

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