Liquidity Trends Steady, No Surprises

Liquidity Trends Steady, No Surprises
Liquidity Trends Steady, No Surprises (via Market Shadows)

Courtesy of Lee Adler of the Wall Street Examiner The Composite Liquidity Indicator  Steady growth of central bank liquidity flow continues. There’s no sign of change or reason to expect change in the trend of stock prices from the liquidity…

Seth Klarman’s 2021 Letter: Baupost’s “Never-Ending” Hunt For Information

Baupost's investment process involves "never-ending" gleaning of facts to help support investment ideas Seth Klarman writes in his end-of-year letter to investors. In the letter, a copy of which ValueWalk has been able to review, the value investor describes the Baupost Group's process to identify ideas and answer the most critical questions about its potential Read More


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