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Raoul Pal & Michael Howell: Why Liquidity Matters More Than Anything Else
Real Vision: Finance & Investing
The Liquidity Cycle Is Beginning to Slope
Liquidity has gone from being an important component to being literally everything right now. The turning point genuinely was October on the British guilt crisis, which I think that's what marked it for me. From that low point, liquidity is picked up by 8 to 10% in absolute terms. And many, many markets have bottomed.
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