Howard Marks, Taylor Swift and why investors should fear populism
Wall Street legend Howard Marks says populist government intervention is on the rise, and big companies are often the enemy. But investors remain convinced size matters.
Howard Marks, the veteran Wall Street titan and crusader for common sense, has name-checked plenty of investment legends in the famous memos he’s published for decades.
Warren Buffett. Charlie Munger. Benjamin Graham. But never before has Taylor Swift made Marks’ widely read missives.
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James Thomson is senior Chanticleer columnist based in Melbourne. He was the Companies editor and editor of BRW Magazine. Connect with James on Twitter. Email James at j.thomson@afr.com
