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Search resuls for: "Howard Ma"


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☆ Billionaire investor Howard Marks tells clients he is taking a leave of absence after a recent throat cancer diagnosis: 'I should be fully back in action around mid-summer'
  + stars: | 2023-05-04 | by ( Rebecca Ungarino | Kaja Whitehouse | ) www.businessinsider.com   time to read: +2 min
Howard Marks told clients that he is taking a leave of absence after a throat cancer diagnosis. Marks, who cofounded Oaktree, said he expects to be "fully back in action around mid-summer." Marks, 77, does not expect "any negative consequences from the treatment, or any lasting limitations on my activities." Billionaire investor and Oaktree Capital Management co-chairman Howard Marks said in a note to Oaktree clients on Wednesday that he is taking a leave of absence while he undergoes treatment after a recent throat cancer diagnosis. "I'm writing to let you know I was recently diagnosed with a relatively common form of throat cancer.
☆ Shares of this under-the-radar data analytics company can rally 60%, Guggenheim says
  + stars: | 2023-05-01 | by ( Brian Evans | ) www.cnbc.com   time to read: +1 min
Investors should consider buying into cloud database company Teradata, according to Guggenheim Partners. So far this year, shares of Teradata have gained 15% through Friday's close. The company focuses on consulting, cloud services and analytics for businesses. Guggenheim analyst Howard Ma thinks that Teradata is poised to outperform expectations for customer retention and grow revenue in its cloud sector. TDC YTD mountain Watch shares of Teradata for as much as 60% upside, Guggenheim Partners says.
☆ Banking turmoil isn't over as regional lenders face risk of commercial-property credit losses, JPMorgan strategist says
  + stars: | 2023-04-19 | by ( Zinya Salfiti | ) www.businessinsider.com   time to read: +2 min
Regional banks' troubles aren't over and remain "an area of concern", JPMorgan Asset Management's Jonathan Liang said. They are facing increased risks of credit losses in the commercial-property sector, which may come under stress, he said. And so we think that in the coming year or two, there's going to be growing distress in this space, and that will also potentially amount to credit losses for those US regional banks," he added. Many experts have warned the US commercial real-estate sector could face problems as high borrowing costs and tighter credit conditions following the recent banking turmoil complicate matters for big property owners as they seek to refinance loans. Nearly $450 billion in commercial real-estate debt is due to mature in 2023 - meaning a final payment on those loans are due, per data cited from Trepp by JPMorgan.
☆ Howard Marks says commercial real estate defaults could add to market stress in the months ahead
  + stars: | 2023-04-17 | by ( Yun Li | ) www.cnbc.com   time to read: +2 min
Market veteran Howard Marks is sounding the alarm on commercial real estate, with an anticipated wave of mortgage defaults set to add stress to the financial system. The longtime investor called commercial real estate loans "one of the biggest worries" U.S. banks face today in the face of higher interest rates and a looming recession. "Higher interest rates call for higher demanded capitalization rates, which will cause most real estate prices to fall," Marks said. To be sure, Marks said he's not sure if banks will suffer losses on their commercial real estate loans, or what the magnitude will be. "Mortgage defaults generally don't signal the end of the story, but rather the beginning of negotiations between lenders and landlords," Marks said.
☆ Howard Marks says rock-bottom rates are history, bitcoin has its uses, and AI won't replace the best investors. Here are his 8 best quotes from a new interview.
  + stars: | 2023-04-15 | by ( Theron Mohamed | ) www.businessinsider.com   time to read: +3 min
Howard Marks says interest rates won't return to zero anytime soon. The billionaire investor warns the ballooning US federal debt may cause problems in the future. Marks says AI won't replace the best investors, and the banking fiasco shone a light on bitcoin. (Marks was warning that continued growth in the US federal debt will likely have serious consequences down the line.) It should be harder and harder and harder to run money and be paid highly for producing inferior.
☆ Guest view: Direct lending may be entering new era
  + stars: | 2023-04-13 | by ( Armen Panossian | ) www.reuters.com   time to read: +5 min
NEW YORK, April 13 (Reuters Breakingviews) - Challenges in the banking system are expanding the opportunities available to direct lenders. I believe direct lenders’ market share will increase significantly in the future due to the substantial mismatch of supply and demand that has emerged in the market for funding large-scale LBOs. Direct lenders, including funds at Oaktree, are now seeking to fill this gap. Not all direct lenders will be able to take advantage of this opportunity, though. This, in turn, is attracting interest and capital from those direct lenders able to fill the massive gap.
☆ The unraveling of fintech darling Vise
  + stars: | 2023-03-03 | by ( Stephanie Palazzolo | ) www.businessinsider.com   time to read: +28 min
It was April, and more than two dozen salespeople who worked for the fintech startup Vise had been ordered to a multiday off-site at the W Hoboken hotel in New Jersey to share exhaustive reports on their performance. Even salespeople at bigger, established, top-tier investment-management firms typically wouldn't close $250 million in a year, multiple sales employees said. (K-means clustering is an unsupervised machine-learning algorithm often referred to as a form of AI, Vise's founders said). (Vise's founders disputed this, saying the company received updated financial data only once a day for its portfolio-construction engine.) And to address its "leaky funnel" of overestimating prospective sales, Vise was to stop outreach to new clients while it onboards and upsells to existing clients, the document said.
☆ Goldman Sachs' investor day led to more questions than answers
  + stars: | 2023-03-01 | by ( Dan Defrancesco | ) www.businessinsider.com   time to read: +6 min
David Solomon at Goldman Sachs' 2023 investor day. All eyes were on Goldman Sachs yesterday as the bank held its second-ever investor day. The biggest news of the day was Solomon, along with other key executives, acknowledging the bank was exploring "strategic alternatives" for its consumer business. Hinting at "strategic alternatives" was something people would want to hear more about. And click here to read more about Goldman exploring "strategic alternatives" for its consumer biz.
☆ HBCU students diversify alternative investing with the help of Wall Street’s biggest firms
  + stars: | 2023-02-17 | by ( Frank Holland | In Frank-Holland | ) www.cnbc.com   time to read: +1 min
The AltFinance Fellowship is the brainchild of top alternative investment firms Ares Management, Apollo Global Management and Oaktree Capital Management. Selected students will also receive a scholarship of up to $10,000 if they're sophomores, while juniors and seniors can receive up to $15,000. Partnering schools include Clark Atlanta University, Howard University, Morehouse College and Spelman College. The private equity, private credit and commercial real estate industry has about $10 trillion in assets under management, according to data provider Preqin. "This is not a charitable activity," Howard Marks, co-chairman of Oaktree Capital Management, told CNBC.
☆ Wall Street's biggest investors are all but sure of a recession next year. Here’s where they are hiding out
  + stars: | 2022-12-29 | by ( Yun Li | ) www.cnbc.com   time to read: +4 min
For investors looking for a way to ride out the storm in one piece, here are where the biggest investors are hiding out. Emerging markets Bond King Gundlach said it's time to buy emerging market stocks as the dollar has likely hit its peak. Cash Cash, one of the most hated corners of the market for years, has gotten some newfound love as risk assets remain stuck in a rout. Buying safe government bonds allows investors to shop for riskier, more opportunistic credits in the market, Gundlach said. Spreads on non-Treasurys have widened, including guaranteed mortgages, junk bond yields, emerging market debt and asset back securities, he added.
☆ Watch CNBC's full interview with Oaktree Capital's Howard Marks
  + stars: | 2022-12-23 | by ( ) www.cnbc.com   time to read: 1 min
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailWatch CNBC's full interview with Oaktree Capital's Howard MarksHoward Marks, Oaktree Capital Management co-chairman, joins 'Closing Bell' to discuss the 'sea change' in the market, if the last fourteen years almost a 'bubble' and how investors should prepare for next year.
☆ Returns will be harder to come by moving forward, investor Howard Marks says
  + stars: | 2022-12-23 | by ( Samantha Subin | ) www.cnbc.com   time to read: +1 min
The market is entering a massive regime shift after about 14 years of easy money and low interest rates, and that could make it harder to find solid returns from some assets, according to Oaktree Capital Management's Howard Marks. During that period, investors have benefited from low rates that created an ideal environment for borrowers and asset owners, the famed investor said on CNBC's " Closing Bell " on Friday. During this time, many investors joined the market, with low-interest rates encouraging demand for riskier assets, Marks said. "It isn't normalcy, and it's not — I don't think — going to be the norm going forward," he said. Going forward, interest rates hovering in this range and higher returns on assets like high-yield bonds should deter investors from buying riskier assets, Marks added.
☆ Howard Marks says we are in the third sea change in his 53-year career on Wall Street
  + stars: | 2022-12-13 | by ( Yun Li | ) www.cnbc.com   time to read: +2 min
Market veteran Howard Marks said higher rates and safer returns are signs of the market's third-ever sea change in his 53-year investing career. Memos from Oaktree Capital Management's Marks have gained a wide following on Wall Street, and even legendary investor Warren Buffett has said he reads them regularly and always learns something from them. Credit investors became able to demand higher returns and better creditor protections," Marks said. The investor warned that because of the sea change, investments that have worked well in the past might start to underperform in the coming years. "That's the sea change I'm talking about."
☆ Here are investing tips from the memo of Howard Marks, which Warren Buffett reads
  + stars: | 2022-11-24 | by ( Yun Li | ) www.cnbc.com   time to read: +3 min
This year's extreme volatility has kept investors on edge, but market veteran Howard Marks believes that none of the short-term risks should matter. "Investors should find a way to keep their hands off their portfolios most of the time," Marks said in the memo. The S & P 500 has fallen nearly 16% this year. "Consistently buy an S & P 500 low-cost index fund," Buffett said in 2017. "Think of participating in the long-term performance of the average as the main event and the active efforts to improve on it as 'embroidery around the edges,'" Marks wrote.
☆ Rich people don't have a 'lottery mindset,' says CEO—here are 3 things millionaires do differently
  + stars: | 2022-11-08 | by ( Trey Lockerbie | ) www.cnbc.com   time to read: +2 min
Everyone approaches money differently, and I've always been fascinated by how the world's wealthiest people do it. For starters, rich people don't have a "lottery mindset" — or the belief that there's a shortcut to instant wealth by virtue of random luck. The most financially successful people have a passion for solving puzzles — and they treat the stock market the same way. "Because no one wants to get rich slowly," Buffett replied. Rich people say "no" more than they say "yes."
☆ Megan Fox and Machine Gun Kelly channeling ‘Pam & Tommy’ top the list of celebrity Halloween costumes
  + stars: | 2022-10-30 | by ( Dan Heching | ) edition.cnn.com   time to read: +2 min
CNN —Some throwbacks to notable ’90s-era celebrities were standouts as the stars stepped out this weekend in costume for their Halloween festivities. One couple acknowledged a pair that came before them, when Megan Fox and Machine Gun Kelly channeled Pamela Anderson and Tommy Lee, respectively, at the Casamigos Halloween Party Returns in Beverly Hills, California on Friday night. Josh Duhamel and Audra Mari at the Casamigos Halloween Party Returns in Beverly Hills on Friday in Beverly Hills, California. at the Casamigos Halloween Party Returns in Beverly Hills, California on Friday. Vanessa Hudgens as Black Swan at the Thriller Night Halloween Party, hosted by Prince Michael Jackson, at the Jackson Family Home in Encino, California on Friday.
☆ Goldman Sachs insiders say they are concerned about CEO David Solomon's push to build his personal brand, pointing to staff help for his DJing and use of the firm's planes
  + stars: | 2022-09-21 | by ( Dakin Campbell | ) www.businessinsider.com   time to read: +15 min
As David Solomon, Goldman Sachs' CEO, was wrapping up a work trip in late July, he boarded the company's Gulfstream G650 for Chicago. His personal account cites his role as Goldman Sachs' CEO, while his official Goldman Sachs account links to his personal account. As CEO, Solomon has overseen the firm's first investor day, launched a strategic update, and reaped record revenue of $59.3 billion in 2021. The Goldman representative disputed that characterization, saying the number of executive TV appearances has more than doubled over the past year. A Goldman representative said that Payback is run by music-industry consultants and that no Goldman Sachs resources are used for the platform.
☆ Finding hidden gems with a 99th-percentile investor
  + stars: | 2020-06-30 | by ( Business Insider | ) www.businessinsider.com   time to read: +5 min
If you aren't yet a subscriber to Investing Insider, you can sign up here. Confusing times call for clarity, and the Investing team at Business Insider is here to unpack the ever-changing market landscape. -- JoeJoin Business Insider on July 8 at 12 p.m. Fund manager Aram Green specializes in finding promising companies that are about to start getting a lot more attention. Business Insider spoke with three experts who laid out where they think investors should be looking and putting their money ahead of likely market fluctuations.
☆ The best investing stories of May: Advice from top-tier money managers, tips from Wall Street royalty, and stock picks for a post-coronavirus world
  + stars: | 2020-06-02 | by ( Business Insider | ) www.businessinsider.com   time to read: +3 min
In an exclusive interview, the Gamco chairman shared the investing themes he's tracking, including what he's doing in media, healthcare, and utilities. David Dudding's mutual fund has consistently dominated peers, and it's one of the best global stock funds in 2020. He detailed for us the major themes in his portfolio, what he's done since the pandemic started, and his top picks for the future. Commentary/outlooks from top-tier investors and Wall Street firmsBusiness Insider surveyed 10 fund and portfolio managers on various aspects of their strategies in a post-pandemic world. The attractiveness of US assets relative to the rest of the world is brewing a bubble in the stock market, according to equity-derivatives strategists at Bank of America.
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