The Epic American Credit and Bond Bubble Laboratory Message Board

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Strategies & Market Trends : The Epic American Credit and Bond Bubble Laboratory

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To: NOW who wrote (30776)	4/16/2005 3:37:39 AM
From: Taikun	Read Replies (2) of 110194

tooearly, No, I own CKG, VYE, DAE, EPM, ANO, ACH, GSC, PAAS...but I trimmed most of my positions. Going forward my number one concern is liquidity. Unfortunately, I do not believe PMs solve that problem, and I am starting to think cash does. When the liquidity bubble pops, the velocity could be quite severe. I am not sure we can ever prepare. D

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