Ray Dalio: The Central Bank Era Is Ending "So Let's All Thank Them"
For some inexplicable reason, Ray Dalio still thinks the the world not only underwent a deleveraging, but that it was "beautiful." Not only did McKinsey prove that to be completely false two years ago,...
View ArticleBond Rout Fades With Futures Flat Ahead Of Payrolls; Pound, Yen, Oil Tumble
S&P futures are little changed following yesterday's rout even as Asian and European markets continued selling; the pound slid on poor factory data, the yen tumbled after the BOJ intervened to...
View ArticleUS Equities: Unwinding The Yellen Leveraged Buyout
Authored by Chris Whalen via The Institutional Risk Analyst,“When the music stops, in terms of liquidity, things will be complicated. But as long as the music is playing, you’ve got to get up and...
View ArticleMarket Liquidity Conditions Are Still Loose As A Goose
Via Global Macro Monitor,Since the Fed began raising interest rates in December 2015, financial market liquidity conditions have loosened considerably. Recall our post, Orwellian Monetary Policy,...
View ArticleWhat Investors Can Learn From the Japanese Art of Kintsukuroi
What Investors Can Learn From the Japanese Art of Kintsukuroi - What investors can learn from the Japanese art of Kintsukuroi or Kintsugi - art of repairing broken pottery with gold- Investors and...
View ArticleWeekend Reading - Are Stocks Really The Great "Wealth" Equalizer?
Authored by Lance Roberts via RealInvestmentAdvice.com,Just recently, the New York Post a very interesting article entitled “Millennials should start taking stocks seriously.” While I am sure the...
View ArticleRay Dalio: With Two Potential Crises, Buy Gold In Case "Things Go Badly"
It's been a while, years in fact, but suddenly it's gold's time to shine again. The yellow metal - insurance against systemic collapse, hyperinflation and infinite political stupidity - which in recent...
View ArticleIs Ray Dalio's Commitment To "Radical Transparency" Hurting Bridgewater?
Ray Dalio’s Bridgewater Associates might become the first hedge fund to hand over the reins to an algorithm.At least that’s the takeaway from Bloomberg’s latest profile of the hedge fund billionaire,...
View ArticleGold Up 2%, Silver 5% In Week – Gundlach, Gartman and Dalio Positive On Gold
Gold Up 2.3%, Silver 5.3% In Week - Gundlach, Gartman and Dalio Positive On Gold- Gold is up 2.3% this week and silver has surged nearly 5.3% as stocks sell off on geopolitical risk- Billionaire fund...
View ArticleGlobal Market Rout Spreads: VIX Marches Higher As China Stocks, Currency Plunge
The global rout resulting from tensions over the North Korean nuclear standoff continued on Friday as world stocks tumbled for the fourth day, on course for their worst week since November following a...
View Article"You Could See Panic": PIMCO Joins Gundlach In Loading Up On S&P Puts
In the world of giant bond funds, imitation of trades just may be the sincerest form of flattery. Just two days after DoubleLine's Jeff Gundlach told Bloomberg and CNBC that he was taking profits in...
View ArticleBuy Gold Urges Dalio on Linkedin - "Militaristic Leaders Playing Chicken...
Buy Gold Urges Dalio on Linkedin - "Militaristic Leaders Playing Chicken Risks Hellacious War" - Don't let "traditional biases" stop you from diversifying into gold - Dalio on Linkedin- “Risks are now...
View ArticleWorld’s Largest Hedge Fund Bridgewater Buys $68 Million of Gold ETF
World’s Largest Hedge Fund Bridgewater Buys $68 Million of Gold ETF - World’s largest hedge fund Bridgewater buys $68 million of gold ETF in Q2- Investors poured $870 million into SPDR Gold in Q2-...
View ArticleWhy Gold's Rally to $1299.70 Today May End Ugly Tomorrow
Pray for Rain?Gold has profit taking aboveThere is a gap below that 'needs to be tested' for increased likelihood of a sustainable rally.Short term the market is overbought, and Friday's buyers are...
View ArticleRay Dalio's Gravest Warning Yet: "I Am Tactically Reducing Risk", U.S. Most...
Two weeks after Ray Dalio warned in his latest letter to Bridgewater clients that the right trade in the current environment is to buy gold in case "things go badly", the head of the world's biggest...
View ArticleStocks Rebound As Europe Ends 3-Day Losing Streak; VIX, Gold, Bonds Slide
S&P futures are modestly in the green, following gains in European and Asian shares, after the cash index climbed on Monday for the first time in three days as volatility tumbled amid abysmal...
View Article"Blood On Your Hands": Protesters Blame City Council For Violence In...
“Why did you think you could walk in here and it would be business as usual?”That was one of many harshly worded questions and insults lobbed at the Charlottesville Va. city council during a Monday...
View ArticleBTFD Or Is This Time Different?
Authored by Lance Roberts via RealInvestmentAdvice.com,Since the end of the financial crisis, each market decline has been met with support by the Federal Reserve either through “verbal accommodation”...
View ArticleOne Trader's Antidote To 'Billionaire Bear' Dalio's Fearmongering
Authored by Kevin Muir via The Macro Tourist blog,Yesterday, yet another Billionaire Bear issued a stark warning. This time it was Bridgewater Chief Investment Officer Ray Dalio who penned a piece...
View ArticleFunds Managing $1.1 Trillion Are Dumping Junk Bonds
Even before Ray Dalio doubled down on his warning that the US has become as dangerously fragmented as during the pre-World War II days of 1937, prompting him to "tactically reduce" risk, some of the...
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