Are We Heading Into a "Debt Supernova"?
Financial luminaries such as Ray Dalio, Kenneth Rogoff, Bill Gross, Kyle Bass, BCA Research, John Mauldin and Martin Armstrong think that we’re at the end of a debt supercycle.Former director of the...
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The Fed's Long Awaited Decision Day Arrives, And Chinese Stocks Wipe Out In...
The long awaited day is finally here by which we, of course, mean the day when nobody has any idea what the Fed will do, the Fed included.Putting today in perspective, there have been just about 700...
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The Misguided Paperati & Bifurcated 'Gold' Markets
Submitted by Jesse via Jesse's Cafe Americain, There is a short excerpt of a video interview with hedge fund titan Ray Dalio at the Council on Foreign Relations below. I think it is priceless. Ray...
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Weekend Reading: Fed Rate Failure
Submitted by Lance Roberts via STA Wealth Management,Over the last year, I have written extensively about how despite the Fed's best intentions to raise rates, the real economic backdrop would likely...
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Don't Show This Chart To Your Hedge Fund Manager
Make no mistake, the 2 and 20 crowd are having a rough go of it lately. As we reminded readers in the wake of Nassim Taleb’s massive $1.1 billion payday on August 24, hedge funds are supposed to...
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"What Does The Fed Know That We Don't" - Bridgewater's Ray Dalio Answers
In the aftermath of last week's FOMC "dovish hold" disappointment, it is not only the Fed that has seen its credibility crushed; so have plain-vanilla tenured economists and Wall Street strategists....
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"US Profit Growth Has Never Been This Weak Outside Of A Recession"
On Sunday, in addition to numerous charts we have shown previously we used the latest Ray Dalio "in defense of risk parity" letter, we showed "what does Fed know that we don't", which was a simple...
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Bull Retest Or Bear Failure?
Submitted by Lance Roberts via STA Wealth Management,Several weeks ago I suggested that we had seen the "Mark of the Bear" stating:"The Bulls have remained firmly in charge of the markets as the reach...
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Who Will Be Blamed?
It was one week ago, when we read with great curiosity (and commented on) a research report drafted by none other than the NY Fed called "The Liquidity Mirage", which was not only a confirmation of our...
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This Is What Happened The Last Time The Fed Hiked While The U.S. Was In...
Back on June 17, Bank of America started its 66-day countdown to the moment it was convinced the Fed would hike rates, September 17, 2015. We, correctly, said that "we disagree entirely" with BofA's...
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Presenting Saxo Bank's 10 "Outrageous Predictions" For 2016
On Tuesday, we brought you Bloomberg’s top 10 “worst case scenarios” for 2016. The list, compiled by polling "dozens of former and current diplomats, geopolitical strategists, security consultants, and...
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2015 Year In Review - Scenic Vistas From Mount Stupid
Submitted by David Collum via PeakProsperity.com,Background“To the intelligent man or woman, life appears infinitely mysterious, but the stupid have an answer for everything.”~Edward AbbeyI am penning...
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The Game Of Chicken Between The Fed & The PBOC Escalates
Submitted by Ben Hunt via Salient Partners' Epsilon Theory blog,There’s more than a whiff of 2008 in the air. The sources of systemic financial sector risk are different this time (they always are),...
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"If Assets Remain Correlated, There'll Be A Depression": Ray Dalio Says QE4...
CNBC’s Andrew Ross Sorkin and Becky Quick, donning their finest goose down bubble coats to remind viewers they’re reporting live from scenic Davos, generously took some time out of their busy schedules...
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US Equity Futures Fail To Sustain Bounce; Resume Slide On Oil Fears
Things are looking increasingly shaky for central planners around the globe. After yesterday's dramatic rout in US equities, which was saved toward the end of trading by a "dash for trash" short...
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Ben Bernanke: "China Is Contained"; Ray Dalio Agrees
On Wednesday, Ray Dalio joined CNBC’s Andrew Ross Sorkin and Becky Quick for the Davos edition of Squawk Box which is inexplicably being filmed outdoors next to some snow-laden conifers despite the...
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"Investors Should Sell Any Bounce Back" Top Investors See More To Come
Investment managers are warning that markets probably have further to fall as China’s growth slows, oil prices plunge and central bankers lack tools to prop up economies. As Bloomberg reports, from the...
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Soros Reveals He Is Short The S&P 500: Warns China Will Have A Hard-Landing,...
There’s been no shortage of commentary from market heavyweights this week thanks to the World Economic Forum in Davos, but for anyone who hasn’t yet gotten their fill of billionaire talking heads,...
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Weekend Reading: The Bear Awakens
Submitted by Lance Roberts via RealInvestmentAdvice.com,Of the last several weeks, I have suggested that markets are oversold and that a bounce was likely. However, such a reflexive bounce should be...
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700 Days In No Man's Land - Why They Can't Keep It Up
Submitted by David Stockman via Contra Corner blog,This week brought another reason to get out of the casino, and to sell it short if you can tolerate some volatility.On Friday the Japanese stock...
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