published Apr 7th 2016, 7:04 am, by Eric Balchunas (Bloomberg) — Has the music stopped for the financial industry? Just as record companies in the early 2000s had to deal painfully with the digitization of music courtesy of Napster and Apple Inc.’s iTunes, many asset managers are now facing a
published Sep 15, 2017 2:26:56 PM, by Ben Carlson (Bloomberg View) — In late July, Oaktree Capital’s Howard Marks put out a memo describing current investment trends that could turn out to be mistakes. Marks urged caution on equity valuations, low volatility, FAANG stocks (Facebook, Amazon, Apple, Netflix and Google),