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Guest Post: The Great American False Dilemma: Austerity vs. Stimulus
Submitted by Chris Martenson contributing editor, Gregor Macdonald The Great American False Dilemma: Austerity vs. Stimulus “Like the issue of...’Is it better to have austerity or stimulus?’ Well, the...
View ArticleRay Dalio On How The Economic Machine Works (As Of October 2011)
As China 'threatens/promises' liquidity injections to its banks, Greek politicians argue over premium parking spaces, US brokers/exchanges squabble over the MF capital leftovers, and global liquidity...
View ArticleThere Is No Joy In Muddlethroughville: World's Biggest Hedge Fund Is Bearish...
That Ray Dalio, famed head of the world's largest (and not one hit wonder unlike certain others) hedge fund has long been quite bearishly inclined has been no secret. For anyone who missed Dalio's must...
View ArticleNews That Matters
Thetrader.se Simply the world’s best hedge fund manager, Mr Dalio. From the Economist. “THE most beautiful deleveraging yet seen” is how Ray Dalio describes what is now going on in America’s economy....
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Ugly = Beautiful; Beautiful = Ugly: Ray Dalio On Deleveraging
This article originally appeared on The Daily Capitalist. I've been working on an article about the state of economic recovery and have been studying deleveraging, debt levels, bank balance sheets,...
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The Only Fools Bigger Than Those That Are Playing Are Those That Are Watching
Today's futures pop on short-term bill auctions in Europe (that remain in a world of their own and should not be considered as anything but emergent in nature rather than indicative of investor demand)...
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And For Today's Market Ramp Rumor Du Jour We Have...
It has been a while since the Guardian came up with a European "bailout" rumor. Time to change that. Angela Merkel is poised to allow the eurozone's €750bn bailout fund to buy up the bonds of...
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Ray Dalio: Don't Assume That Germany Will Bail Europe Out; Consider The "Fat...
Lately, more and more professional investment "advisors" and newsletter recommendations boil down to just one catalyst: wait for either Germany, the ECB or the Fed to step in, as usual, and bail the...
View ArticleGermany Rumbling As Spiegel Leads With "Euro Endangers German Economy"
Objective analysis, or media spin to gauge popular reaction to Plan Z? Whatever it is, today's staff lead article in the English section of Spiegel has a piece that will likely raise more than a few...
View ArticleRay Dalio's Bridgewater On The "Self Re-Inforcing Global Decline"
The world's largest hedge fund is not as sanguine about the hope that remains in the markets today. The firm's founder, Ray Dalio, who has written extensively on the good, bad, and ugly of...
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Ray Dalio Issues Stark Warning: Spanish Collateral Is Running Out
Confirming what we described in detail in March, Bridgewater's Ray Dalio notes in his Daily Observations that "Spanish banks' collateral is running out in a way that could force them into an ELA." The...
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Guest Post: Analyze This - The Fed Is Not Printing Enough Money!
Submitted by Alexander Gloy of Lighthouse Investment Management Analyze This - The Fed Is Not Printing Enough Money! Before you trash me in the comments, hear me out. It started off with Ray Dalio’s...
View ArticleRay Dalio On How The Economic Machine Works
"It's never different this time." Ray Dalio's recent discussion at the Council for Foreign Relations is probably the most in-depth access to his 'model' explanation of the way the world works we have...
View ArticleDalio On Gold: Buffett Is Making A Big Mistake
We discussed Bridgewater's Ray Dalio in depth late last week and his historical perspective on the world we are living through. It appears CNBC has found this intriguing too and the largest hedge fund...
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According To The Knee-Jerk Market, South Africa Mines Silver
Moments ago, a stray headline crossing Bloomberg was the catalyst for violent selling across the precious metal complex. The headline in question is this: SOUTH AFRICA GOLD PRODUCERS TO CONSIDER...
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The Fed Has Another $3.9 Trillion In QE To Go (At Least)
Some wonder why we have been so convinced that no matter what happens, that the Fed will have no choice but to continue pushing the monetary easing pedal to the metal. It is actually no secret: we...
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"Do You Own Gold?" Ray Dalio At CFR: "Oh Yeah, I Do"
From GoldCore Gold Bullion "Do You Own Gold?" Ray Dalio at CFR: "Oh Yeah, I Do" Today’s AM fix was USD 1,758.50, EUR 1,361.91, GBP 1,084.96 per ounce. Friday’s AM fix was USD 1,773.75, EUR 1,361.28and...
View ArticleGuest Post: Welcome To The Era of 'Ugly' Inflation
Submitted by Charles Hugh-Smith via Peak Prosperity, The Siren Song of 'Beautiful Deleveraging' In a world of rising sovereign debts and an overleveraged, over-indebted private sector, history suggests...
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Eric Sprott: Do Western Central Banks Have Any Gold Left?
From Eric Sprott and David Baker of Sprott Asset Management Do Western Central Banks Have Any Gold Left??? Somewhere deep in the bowels of the world’s Western central banks lie vaults holding...
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The ESM Has Been Inaugurated: Spain's €3.8 Billion Invoice Is In The Mail
Now that the ESM has been officially inaugurated, to much pomp and fanfare out of Europe this morning, many are wondering not so much where the full debt backstop funding of the instrument will come...
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