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A 'Cheat Code' for the Bond Market

What Goes Up

CHAPTER

Investing in Cryptocurrencies

Excess liquidity finds its way into the craziest of assets, and we saw that. The cryptos rally and the spacks rally and the meanstocks rally were malinvestment caused by excess liquidity. That type of excess loquidity is not going to enter the market any time soon. Not until we see some more a demand destruction in those stocks. And so what you want to own are really good companies, really good balance, these really good management teams. A lot of those companies only have axcess of liquidity, and that part of the problem.

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