The Village Funds’s Substack

The Village Funds’s Substack

How you can track balance sheet capacity and…

The Village Fund
Jan 13, 2024

Liquidity drives markets. In this article, I explain how liquidity works, why the outlook on liquidity is mostly positive and how you can track funding stress, liquidity and balance sheet capacity.

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Maverick Equity Research
Jan 27, 2024

great take, cheers!

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The Village Fund
Mar 17, 2024

Thanks a lot!

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Maverick Equity Research
Mar 17, 2024

welcome!

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