Good things come to those who wait...
Howard Marks (Oaktree) - Ruminating on Asset Allocation
It's Increasingly Difficult to Defend Your Complex Portfolios
Howard Marks (Oaktree) w/ Morgan Housel - The Impact of Debt
Edward McQuarrie (CFAI) - Stocks for the long run? Setting the record straight
Howard Marks (Oaktree) - The Indispensibility of Risk
Cliff Asness (AQR) - Cognitive Dissonance
Howard Marks (Oaktree) - The Illusion of Knowledge
Bond Advice for Today's Market: Think Big Picture
Yogi Berra Quotes Investors Can Live By
Investors need to keep perspective as they deal with inflation
Investor Success: Measure in Dollars, not (Per)Cents
Think like a sailor when market headwinds blow
Bill Sharpe - The Arithmetic of Active Management