Time To Let Go Of Your Junk

Investors have been feasting in the post crisis period on a banquet of free flowing liquidity and low cost debt. But as the monetary spigots are being gradually shut off, some of the higher risk areas of capital markets have started to show some worrisome cracks. While it certainly has been a jubilant time for risk taking in capital markets during the post crisis period, now may be the time to meaningfully dial down exposures to some of the higher risk areas of the market while the opportunity still presents itself.

Please click on the link to read more of my article on Seeking Alpha.

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