Howard Mark’s recent letter views the market as likely being at a risky stage and assesses this as a time to spend analyzing and understanding all the activity that is occurring (thinking versus doing). I concur with his current approach. If the tide goes out as Buffett says, “You can see who i
Back on 11/24, I wrote about FOMO coming on quickly. I have turned bullish, but I do think the market is very high in many respects. There are some great value companies out in the market that are still buys. It's
