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Howard Marks
@howardmarks
New memo: The Calculus of Value. When everyone is certain the cycle is over, that certainty is usually the best information you will get about where we actually are in it.
- Views
- 612,000
- Likes
- 6,900
- Reposts
- 1,640
- Replies
- 380
- Quotes
- 210
- Bookmarks
- 7,800
Posted8:00 AM · Jul 24, 2026
612K viewsWeighted score
21/100
×1.1 liftvs raw baseline 19
Rank 40 of 1,284 · 30d
Contribution by typeIndex points · sum 21
- Quotes8
- Reposts6
- Replies3
- Likes4
Index points = action share × author influence, summed per type; bars scale to 100
Score over timeWeightedRaw baseline
ContributorsRanked by points
Account
Influence
Action
Cluster
Followers
Points
@RayDalio
79STRONGQuotedHedge Funds2M+4@CliffordAsness
70NOTABLERepliedHedge Funds183K+2@BillAckman
76STRONGRepostedHedge Funds1.5M+2- + 9,127 others+13
Reached clustersShare of VIP impressions
- Founders61%
- VCs18%
- Media8%
- Hedge Funds6%
- Other7%