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橡树资本管理公司 (Oaktree Capital Management, L.P.)外站链接
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投资备忘录 - 2019
Political Reality Meets Economic Reality
投资备忘录 - 2018
The Seven Worst Words in the World
Investing Without People
Latest Thinking
投资备忘录 - 2017
Yet Again?
There They Go Again... Again
Lines in the Sand
Expert Opinion
投资备忘录 - 2016
Go Figure!
Implications of the Election
Political Reality
Economic Reality
What Does the Market Know?
On the Couch
投资备忘录 - 2015
Inspiration from the World of Sports
It’s not Easy
Risk Revisited Again
Liquidity
投资备忘录 - 2014
The Lessons of Oil
Risk Revisited
Dare to Be Great II
Getting Lucky
投资备忘录 - 2013
The Race Is On
The Role of Confidence
The Outlook For Equities
High Yield Bonds Today
Ditto
投资备忘录 - 2012
A Fresh Start (Hopefully)
On Uncertain Ground
It's All A Big Mistake
Déjà Vu All Over Again
Assessing Performance Records A Case Study
What Can We Do For You?
投资备忘录 - 2011
It's All Very Taxing
What's Behind the Downturn?
Down to the Wire
How Quickly They Forget
On Regulation
投资备忘录 - 2010
Open and Shut
All That Glitters
Hemlines
It’s Greek to Me
Warning Flags
I’d Rather Be Wrong
Tell Me I’m Wrong
投资备忘录 - 2009
Touchstones
So Much That’s False and Nutty
Will It Work?
The Long View
投资备忘录 - 2008
Volatility + Leverage = Dynamite
The Limits to Negativism
Nobody Knows
Plan B
What Worries Me
Doesn’t Make Sense
The Aviary
The Tide Goes Out
Whodunit
Now What?
投资备忘录 - 2007
No Different This Time – The Lessons of ‘07
Now It’s All Bad?
It’s All Good
It’s All Good . . . Really?
Everyone Knows
The Race to the Bottom
投资备忘录 - 2006
Pigweed
The New Paradigm
Dare to Be Great
You Can’t Eat IRR
Returns, Absolute Returns and Risk
It Is What It Is
Risk
投资备忘录 - 2005
Hindsight First, Please (or, What Were They Thinking?)
A Case in Point
There They Go Again
Oaktree at Ten
投资备忘录 - 2004
Hedge Funds: A Case for Caution
Risk and Return Today
The Happy Medium
Us and Them
Hey, Steward!!
投资备忘录 - 2003
The Feeling's Mutual
What’s Your Game Plan?
The Most Important Thing
What's Going On?
Whad’Ya Know?
投资备忘录 - 2002
Returns and How They Get That Way
Etorre's Wisdom
Quo Vadis?
The Realist's Creed
Learning From Enron
投资备忘录 - 2001
You Can't Predict. You Can Prepare.
What Lies Ahead?
Notes from New York
What's It All About, Alpha?
Safety First . . . But Where?
投资备忘录 - 2000
We're Not In 1999 Anymore, Toto
Investment Miscellany
Irrational Exuberance
bubble.com
投资备忘录 - 1999
How's the Market?
投资备忘录 - 1998
Genius Isn't Enough (and Other Lessons from Long-Term Capital Management)
Who Knew?
投资备忘录 - 1997
Are You An Investor or a Speculator
投资备忘录 - 1996
Will It Be Different This Time?
The Value of Predictions II (or "Give That Man a Cigar")
投资备忘录 - 1995
How the Game Should Be Played
投资备忘录 - 1994
"How Does an Inefficient Market Get That Way?"
"Risk in Today's Markets" Revisited
Risk in Today's Markets
Random Thoughts on the Identification of Investment Opportunities
投资备忘录 - 1993
The Value of Predictions, or Where'd All This Rain Come From?
投资备忘录 - 1992
Microeconomics 101: Supply, Demand and Convertibles
投资备忘录 - 1991
First Quarter Performance
投资备忘录 - 1990
The Route to Performance
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