Submitted by Businomics Blog

Roger Ehrenberg ( a fellow contributor to Seeking Alpha) has an insightful post on this topic:

who stands to gain from general economic and capital markets uncertainty? I’ll tell you - those who have balance sheet capacity and abundant liquidity to pick up bargains while others are suffering. Where capital was once incomprehensibly cheap and available it is now both dear and scarce. And this about-face took less than six months to unfold. Quite simply, capital is no longer a commodity.

Berkshire Hathaway was the first name to come to my mind, but Roger has others.

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