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Howard Marks piece is dated 4/9/25 & title seems current, but it was a piece written ahead of the huge market moving event of tariff pause today - it isn't mentioned.
"And options market activity showed that somebody knew of the announcement ahead and walked away with boatloads of money - SEC, are you too busy?"
Yeah, I wondered about that too. If it's true, I do hope someone puts a spotlight on it. And, there is a consequence.
Relieved for all that the pause happened, but the chaos caused so much fear and collateral damage ... and, potentially misuse. Seems completely out-of-touch with impacts on individual investors.
Comments
And options market activity showed that somebody knew of the announcement ahead and walked away with boatloads of money - SEC, are you too busy?
https://www.linkedin.com/posts/william-yii_trump-ugcPost-7315875656888635392-GTVj?utm_source=social_share_send&utm_medium=member_desktop_web&rcm=ACoAAFjCY6wBccxAhzfDGLCwSkfGL97DN413bHU
I'm a big HM fan.
@bee posted this interview on 9 April:
Howard Mark's on Credit Market and tariffs:
https://youtu.be/KpnUyGM5M-I
"And options market activity showed that somebody knew of the announcement ahead and walked away with boatloads of money - SEC, are you too busy?"
Yeah, I wondered about that too. If it's true, I do hope someone puts a spotlight on it. And, there is a consequence.
Relieved for all that the pause happened, but the chaos caused so much fear and collateral damage ... and, potentially misuse. Seems completely out-of-touch with impacts on individual investors.