Howard Marks: 7 Principles for Identifying Investment Opportunities

While this optimism ultimately may prove to be valid if interest rates stay this low for many years to come and if earnings continue to grow, there is also a very real chance that many market participants will get badly burned.

While this optimism ultimately may prove to be valid if interest rates stay this low for many years to come and if earnings continue to grow, there is also a very real chance that many market participants will get badly burned. Most of this year’s stock returns for the overall market are coming from Amazon, Facebook, Google, Netflix and Apple.

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