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by roymurdock 3714 days ago
I'm not so sure about this. What concerns me is not the private VC money in tech, but the public pension/retirement funds in companies like Twitter, Fbook, LinkedIn, etc. which are all ~70% institutionally owned.

Housing/student loan market seems pretty tight to me. Students loans cannot be discharged and house lending standards are under strict scrutiny due to 2008.

Would be interested to see any #s you have though.