This article first appeared on Floating Path.
The last three economic crises had four common elements, says Goldman Sachs: leveraged asset exposure, feedback loops, maturity mismatch, and limits to lender of last resort.
The table below shows how each crises was impacted by theses common elements.
Alkeon expects data growth to surpass 5G’s capabilities by 2028 [Q4 Letter]
Alkeon Growth Partners wrote at length on tech stocks and why they are defensive in their recent letter to investors, which was reviewed by ValueWalk. The fund also highlighted 5G and other advanced technologies and the investment opportunities they offer. Q4 2020 hedge fund letters, conferences and more Artificial intelligence and machine learning The Alkeon Read More