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https://www.oaktreecapital.com/docs/default-source/memos/this-tim...

  1. Gareth
    3,159 Posts.
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    20/08/20
    07:28
    Post #: 46673511
    https://www.oaktreecapital.com/docs/default-source/memos/this-time-its-different.pdf

    Howard Marks quotes a source saying John Templeton saying that when people say it’s different this time. They could be right in up to 20% of the time.....

    I can’t find a good source aside from a reported interview in the NYT. anyone?
    ARB Price at posting: $23.99 Sentiment: None Disclosure: Not Held
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    lightbulb Created with Sketch.  Great analysis
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