FYI: 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), ETFs, interest rates, private equity, venture capital and even bitcoin.
Regards,
Ted
https://www.bloomberg.com/view/articles/2017-09-15/separating-the-dos-from-the-don-ts-of-investing
