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The Committee To Destroy The World
From Michael Lewitt, author of The Credit StrategistThe Committee To Destroy The WorldLast month, the world mourned the death of beloved actor Leonard Nimoy. Mr. Nimoy, of course, was renowned for his...
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Pitchfork Populism & The Ghost Of 1937
Submitted by Sean Corrigan via True Sinews blog,With the Fed supposedly steeling itself at last to remove a little of its emergency ‘accommodation’, it has suddenly become fashionable to warn of the...
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So You Want Bridgewater To Manage Your Money? There Is One Small Condition
When it comes to the world's largest hedge funds, none is bigger than Bridgewater. Yes, some hedge funds may apply massive leverage to their AUM to boost their regulatory assets by orders of magnitude...
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Bill Gross: "This Is All Ending"
Having called for the end of the great Bund rally (and so far nailed it in dramatic fashion), Janus' Bill Gross sees more exuberance coming to an end soon, Having turned the corner on my 70th year,...
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Ray Dalio: "If You Don't Own Gold, You Know Neither History Nor Economics"
Bridgewater's Ray Dalio explains in under 120 seconds why everyone should allocate some of their portfolio to gold:"If you dont own gold...there is no sensible reason other than you dont know history...
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The Economist "Buries" Gold
Submitted by Pater Tenebrarum via Acting-Man.com,A Proven Contrary IndicatorIn early May, the Economist has published an editorial on gold, ominously entitled “Buried”. We wanted to comment on it...
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Gold Bullion Buying In Germany Surges On Euro Collapse Concerns
Gold Bullion Buying In Germany Surges On Euro Collapse Concerns- German gold demand spikes 20% in first quarter- Gold investment demand surges 63% as jewellery demand falls- France, Switzerland and...
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Ray Dalio Slams Buffett For Being "Wrong On Gold", Says "Social Disruption"...
Given the recent resurgence of precious metals and the looming 'endgame' of Federal Reserve faith, we thought dusting off the following 160 seconds of uncomfortable truth from Bridgewater's Ray Dalio...
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"Reduce Risk, Boost Cash, Go Underweight Stocks" SocGen Warns
The writing has been on the wall for a while. First, in March Ray Dalio who heads the world's biggest hedge fund, said that "though prices of risky assets are high... these things are not in relation...
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Bank Of America Begins 66-Day Countdown Until The "Ghost Of 1937" Returns
In 66 trading days on September 17, 2015, the Federal Reserve will, according to Bank of America, hike rates for the first time since 2006, which according to BofA will "end the era of excess...
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Bridgewater's Ray Dalio Loses His Cool On China: "There Are No Safe Places...
China matters after all. As recently as three weeks ago, Bridgewater - the world's largest hedge fund - was among the most effusively bullish on China deflecting fears of the stock market drop on the...
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The End Of The Supercycle? Commodity "Capitulation" Arrives
In a note by BofA's Michael Hartnett titled "When Supercycles end", the bank looks at the latest EPFR fund flows and concludes that the wave of commodity "capitulation" revulsion selling has finally...
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"You're Gonna Need a Bigger Boat" - Does Size Matter When It Comes To The...
Back in June we presented for the first time the writing of former Dallas Fed advisor to president Dick Fisher, Danielle DiMartino, who in a CNBC interview slammed The Fed for "allowing the [market]...
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"Debt Is A Fickle Witch"
Via The Liscio Report, Size matters. Just ask Roy Scheider. As incredulous as it may seem, I only recently sat myself down to watch that American scare-you-out-of-the-water staple Jaws for the first...
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History Always Repeats ... Gold Protects From Capital Controls and Devaluations
History Always Repeats ... Gold Protects From Capital Controls and DevaluationsSimplistic gold analysis speculates solely on priceForgets vital importance of diversificationLorcan Roche Kelly’s...
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This Is What The Historic "Risk Parity" Blow Up Looked Like
One of the buzz words used to explain the violent, sharp and unexpected market moves over the past two weeks, is "risk parity" popularized by Bridgewater's Pure Alpha fund (which also happens to be the...
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Bridgewater's 'All-Weather' Fund Goes Negative For 2015 After Risk-Parity's...
The $80 billion Bridgewater All Weather Fund, a risk-parity model managed by hedge fund titan Ray Dalio, was down 4.2% in August,according to Reuters citing two people familiar with the fund's...
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Why Hedge Fund Hot Shots Finally Got Hammered
Submitted by David Stockman via Contra Corner blog,The destruction of honest financial markets by the Fed and other central banks has created a class of hedge fund hot shots that are truly hard to...
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Europe's Biggest Bank Dares To Ask: Is The Fed Preparing For A "Controlled...
Why did we focus so much attention yesterday on a post in which the IMF confirmed what we had said since last October, namely that the BOJ's days of ravenous debt monetization are coming to a tapering...
View ArticleGreenspan: “Debt, Deficits and Entitlement Programs Are All Coming to a Head...
Former Fed chief Alan Greenspan told CNBC last week:Debt, deficits and entitlement programs are all coming to a head in a few months, all over the world.This is very interesting, given that financial...
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