Disappearing Liquidity: Let's Don't Wait Til the Water Runs Dry

Aug 15, 2006 by
Ted Seides

Published in Peter L. Bernstein's Economics & Portfolio Strategy, August 15, 2006

Two years before the financial crisis, Ted warns of excessive liquidity in the markets and suggests a prescription to protect capital against an eventual change in regime. Those following the recipe may have substantially protected capital when the financial crisis took hold.

Click here to download publication

linkedin facebook pinterest youtube rss twitter instagram facebook-blank rss-blank linkedin-blank pinterest youtube twitter instagram