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Liquidity Has “Dried Up,” Says $100 Billion Investor | Jeffrey Sherman
Forward Guidance
Bank Loans Are Unique, but Not Unique
Bank loans are special in that they have no interest rate risk. They're great for investors, but the company itself has to pay that loan at a higher rate. So now you've got to think about margin compression. We know there's labor and wage pressure. And so if you think about that, you want to identify companys s a can withstand that.
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