re: Are you worried about equities

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LINK

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Managers’ cash levels hit 4-year low

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You say liquidity has dried up?

This quote does not mean that cash is not readily available. We are in a very liquid monetary environment, and inflation is starting to pick up along with money velocity.

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The survey of 206 money managers representing $610 billion in assets under management combined was conducted Nov. 3-9.

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206 money managers and $600B...

1) What the article says is that money managers have invested most of the cash currently available to them. New flows are coming in every year (domestic & foreign) and demand is outpacing supply.

2) Cash is not king. Active money managers are dying left and right and performance is the reason. Cash is a drag on performance at <1% interest.

I’m not saying that you are wrong, and I’m not commenting on the markets at all. I just think you should understand the bigger picture before making claims.

Liquidity is literally one of the last issues this economy faces. Banks are just now starting to ramp up commercial lending and should lend more if/when regulation becomes less of a burden, capital requirements ease up, etc.