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LETTERS · MEMOS

Letters · Memos · Substack

Letters, memos, interviews, and curated posts from Wall Street gurus and crypto whales. Updated daily.

  1. Howard Marks·Howard Marks Memos·Memo·26.02.26

    AI Hurtles Ahead

    Howard Marks memo (2026) for Oaktree Capital. Read on oaktreecapital.com.

  2. Howard Marks·Howard Marks Memos·Memo·25.12.09

    Is It a Bubble?

    Howard Marks memo (2025) for Oaktree Capital. Read on oaktreecapital.com.

  3. Howard Marks·Howard Marks Memos·Memo·25.11.06

    Cockroaches in the Coal Mine

    Howard Marks memo (2025) for Oaktree Capital. Read on oaktreecapital.com.

  4. Howard Marks·Howard Marks Memos·Memo·25.10.28

    A Look Under the Hood

    Howard Marks memo (2025) for Oaktree Capital. Read on oaktreecapital.com.

  5. Howard Marks·Howard Marks Memos·Memo·25.10.12

    What’s Going on in Private Credit?

    Howard Marks memo (2025) for Oaktree Capital. Read on oaktreecapital.com.

  6. Howard Marks·Howard Marks Memos·Memo·25.10.12

    The Best of . . .

    Howard Marks memo (2025) for Oaktree Capital. Read on oaktreecapital.com.

  7. Howard Marks·Howard Marks Memos·Memo·25.08.14

    The Calculus of Value

    Howard Marks memo (2025) for Oaktree Capital. Read on oaktreecapital.com.

  8. Howard Marks·Howard Marks Memos·Memo·25.06.18

    More on Repealing the Laws of Economics

    Howard Marks memo (2025) for Oaktree Capital. Read on oaktreecapital.com.

  9. Howard Marks·Howard Marks Memos·Memo·25.04.09

    Nobody Knows (Yet Again)

    Howard Marks memo (2025) for Oaktree Capital. Read on oaktreecapital.com.

  10. Howard Marks·Howard Marks Memos·Memo·25.03.06

    Gimme Credit

    Howard Marks memo (2025) for Oaktree Capital. Read on oaktreecapital.com.

  11. Howard Marks·Howard Marks Memos·Memo·25.01.07

    On Bubble Watch

    Howard Marks memo (2025) for Oaktree Capital. Read on oaktreecapital.com.