It's a long one.
Kinda of the same tone. Everything is expensive but you have to stay invested because the economy is solid. Tough place to be, but tougher to be out of the market, it seems.
There is a good amount on the new tax plan in there. Always a pleasure to read.
https://www.oaktreecapital.com/docs/default-source/memos/latest-thinking.pdf
Submitted January 24, 2018 at 03:21PM by StateofCaptial http://ift.tt/2DEa6mP
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