There are two views out there about private equity and the
better-positioned hedge funds. One view says they are loaded with cash
and are out there lurking sitting on it, waiting to buy up 'distressed
assets' of all sorts, all over Europe, UK, US, and even (now yet
again) Asia.

The other view though is they are the next overleveraged dominoes to fall.

Perhaps they are both. It seems sitting on cash often means sitting on
some cash with tens of billions of dollars of debt coming due the next
quarter.

CJ

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