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Strategies & Market Trends : Value Investing

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To: Paul Senior who wrote (50536)	1/12/2013 6:05:15 PM
From: Spekulatius	of 78673

Howard Marks (from Oaktree) memo: He thinks that the market is getting exuberant, in particular the credit markets. I agree and have started to lower my exposure to bond funds in accounts where I have those (401k plan). I old out of my position in TIP related funds for example. He also mentions that the biggest risk lies in the investors risk perception, which generally exuberate the real economic fluctuations. zerohedge.com

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