The Irish Times

Stocktake: Uncertainty at unprecedented levels, says Howard Marks

‘If you’ve never experienced something before you can’t say you know how it will turn out’

Tue May 19 2020 - 05:40

Stocktake: Billionaire investors warn of trouble ahead for stocks

David Tepper and Stanley Druckenmiller say indices look particularly precarious

Tue May 19 2020 - 04:50

Stocktake: ‘World seems to be more than 15% screwed up’

Positivity about market bounce may be overplayed in uncertain Covid-19 world

Tue Apr 28 2020 - 05:00

Stocktake: Howard Marks says don’t wait for stocks to bottom

The Oaktree Capital founder’s current memos are required reading for serious investors

Tue Apr 14 2020 - 05:00

Stocktake: Goldman remains cautious about stocks

Stocks are vulnerable to further bad news; things may get worse before they get better

Tue Apr 07 2020 - 05:00

Stocktake: Which way now for stocks?

Investors should not be surprised by another bout of market bloodshed

Sat Apr 04 2020 - 04:50

Stocktake: Is this the time to buy stocks?

Not necessarily logical to spend all your cash, as we have no idea how negative things will get

Tue Mar 10 2020 - 05:40

Stocktake: Rate cut: not a saviour, but not futile

‘Sizeable hit from the coronavirus could easily catalyse a global recession’

Tue Mar 10 2020 - 05:30

Is shareholder capitalism dying?

Hundreds of US’s biggest public companies have shed their shareholder-first ideology

Tue Sept 10 2019 - 05:00

From bear to boom: 10 years on from the market crash

When stocks bottomed out in 2009 there was fear of meltdown of the financial system

Tue Mar 05 2019 - 05:00

Proinsias O'Mahony: Investors must learn the lessons of history

Study looking back to 1800 confirms following the trend, seasonality and value investing beat the market

Tue Feb 26 2019 - 05:00

Stocktake: Billionaire doesn’t like ‘highfalutin’ tax hikes

Reports of Apple’s demise are overstated while worrying about timing is as futile as ever

Tue Feb 12 2019 - 05:45

Investors benefit from less stress and better information

A fact-based world view is more useful to investors than the siren song of news

Tue Feb 05 2019 - 05:00

Why there’s nothing easy about ‘easy money’

Notion that past gains were inevitable and future is murky is bedevilled by hindsight bias

Tue Sept 18 2018 - 05:00

Computer-driven investing: who needs people?

Computers increasingly dominate today’s investment world, but they can only go so far

Tue Jul 17 2018 - 05:00

High-flying technology stocks: today’s Nifty 50?

The tech advance has been led by companies with some eye-watering valuation multiples

Tue Jun 19 2018 - 05:45

Oaktree founder warns private equity standards slipping

Private equity groups being pushed into accepting poor terms on deals – Howard Marks

Sun May 27 2018 - 15:13

How to ride the stock market rollercoaster

Proinsias O’Mahony: Seven nerve-calming steps to help you make sense of it all

Tue Feb 20 2018 - 07:00

Inside Business podcast: May’s Tories open their ears to Brexit

Also in this episode, will the Bitcoin bubble burst? And, Ryanair’s pilot strike

Wed Dec 13 2017 - 16:00

Will the bitcoin bubble burst?

Warren Buffett, Howard Marks and Nobel economist Robert Shiller have warned the craze will end badly

Tue Dec 12 2017 - 06:00

Can stock prices stay high in a post-quantitative easing world?

After a decade of unprecedented financial experimentation caution is warranted

Tue Dec 05 2017 - 06:00

Stocktake: If bitcoin isn’t a bubble, nothing is

Investors yawn at Trump’s ‘barking’ as US bull market shows no sign of stopping

Tue Sept 26 2017 - 06:00

Are active funds a better bet in bad markets?

Stock-pickers promise gains in next slump despite years of underperformance by funds

Tue Sept 19 2017 - 06:00

Is it time to ‘just say no’ to the US stock market?

The last time fund managers were nearly as concerned as now was in the late 1990s

Tue Sept 05 2017 - 06:00

Proinsias O’Mahony: History says the top dogs do not reign forever

Many investors see FAANG stocks as bulletproof, but sceptics are wary of the high values

Tue Aug 22 2017 - 06:00

Stocks markets: is this 2007 redux?

Howard Marks predicted the dotcom and housing crashes, and now he’s worried trouble is brewing again

Tue Aug 15 2017 - 06:00

Record ETF inflows fuel price bubble fears

Central Bank has called for greater clarification on exchange-traded funds ownership

Mon Aug 14 2017 - 05:00

Is a crypto-currency bubble about to burst?

The price of a single bitcoin hit an all-time high of just under €3,000 this week

Thu Aug 10 2017 - 12:32

Is a big earnings season priced into stocks?

Stocktake: Howard Marks warns market is getting bubbly with ‘elevated complacency’

Tue Aug 01 2017 - 06:00

Pricy stock market can get pricier

Stocktake: The Trump factor, presidential tweets and Madoff’s hot chocolate monopoly

Tue Jan 24 2017 - 06:30

Trump victory offers lessons for stunned investors

Stocktake: Market response to US election result confounds bearish forecasters

Tue Nov 22 2016 - 06:00

‘Mr Nice’ Howard Marks dies of cancer aged 70

Former drug smuggler announced he had inoperable bowel cancer in 2015

Mon Apr 11 2016 - 08:32

Hedge fund poker game gets tougher

Index trackers make it harder for hedge funds and ordinary investors to outperform

Tue Feb 23 2016 - 08:35

The tell-tale signs of unreliable stock market forecasters

A general rule of thumb: the most confident are the least accurate, according to research

Tue Aug 11 2015 - 06:00