Links - 04/06/2025
“The ultimate danger zone is reached when investors are in agreement that things can only get better forever. That makes no sense, but most people fall for it. It’s what creates bubbles—just as the opposite produces crashes.” —Howard Marks
From the archives (November 2003)…. America’s Growing Trade Deficit Is Selling the Nation Out From Under Us. Here’s a Way to Fix the Problem—And We Need to Do It Now. - by Warren E. Buffett (LINK)
Oaktree’s Howard Marks on Credit Yields, Trump’s Tariffs (video) (LINK)
Trump Just Shredded the Economic Playbook. Here Are Your Next Investing Moves. - by Jason Zweig (LINK)
Trump tariff’s swift impacts, from Flexport CEO Ryan Petersen (video) (LINK)
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