Link para o artigo original: https://www.oaktreecapital.com/insights/memo-podcast/taking-the-temperature
Taking the Temperature
In his latest memo, Howard Marks discusses five market calls he’s made during his career. He argues that investors seeking to know the market’s likely direction should focus on taking its psychological temperature and understanding the nature of cycles. Just as importantly, they should learn to control their own emotions and have the humility to know when not to make a call.
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