2021 Market Outlook

As you may know, I consume a vast amount of financial news every day. I tend strongly toward facts, versus opinion, but one newsletter I never miss is the one by Howard Marks.

If you and I have talked recently, you might think I was reading right from this commentary, even though it just came out today. I could not have summarized our current situation any better than he did.

So here is his (and my) assessment of where we stand at this unusual point in financial history: