Falta de informação

Uma ideia interessante, é discutida aqui por Mark Thoma:

There has been much debate about whether the financial crisis is driven by lack of liquidity or from fears about lack of adequate capital and solvency, but I'm starting to think a third component is important as well, the complete breakdown of traditional information flows, and a loss of confidence in the models used to evaluate that information. Markets need information to work properly, and the information financial markets need is not available.

(via Marginal Revolution)
Esta falta de informação do mercado provoca também alguns fenómenos estranhos nas variações dos preços no mercado.