RE:just a sidenote on money rotationExtra liquidity is going everywhere as has been predicted. Much of it is going into safer dividend payers What has been overlooked by retail investors is the decimation of credit risk as exemplified by lower loan loss provisions for the Banks. This puts a whole new complexion on the ability of companies like Crew to refinance debt for the future !!
Investors should always keep their eyes on where the puck is going !!