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Strategies & Market Trends : The Art of Investing
PICK 45.35+0.2%Nov 7 4:00 PM EST
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To: Johnny Canuck who wrote (10321)10/14/2025 9:18:37 AM
From: Sun Tzu1 Recommendation

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sixty2nds

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  • Oaktree Capital Management co-founder Howard Marks said he isn’t describing the AI trade as a “bubble” just yet. “The valuations are ... high but not crazy,” he told CNBC.

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He is saying the same thing that I have often said.

Marks is one of the few on Wall Street that I respect and would listen to and if had said it's a bubble, I would have taken notes.
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