Wrong For The Right Reasons: And Why It Matters
Authored by Mark St.Cyr,There’s been a consistent theme of retort from many across the financial media. It consists of a two-sided response. The first sounds something like this: “How long have you...
View ArticleRay Dalio Admits QE Won't Work, Asks For More Anyway
While not as dire as his Davos forecast, in which he warned that "if assets remain correlated and things continue to move in the “wrong” direction, "there’ll be a depression", earlier today Ray Dalio...
View ArticleWhen The Fed Put Fails
With Ray Dalio warning that QE no longer works:"it is difficult to push the prices of these assets up and it is easy to have them fall. And when they fall, there is a negative impact on economic...
View ArticlePeter Schiff On The End Of The Illusion Of Recovery
Submitted by Peter Schiff via Euro Pacific Capital,Making their annual pilgrimage to the exclusive Swiss ski sanctuary of Davos last week, the world's political and financial elite once again gathered...
View ArticleThe Keynesian Monetary Quacks Are Lost - Grasping For The Bogeyman Of 1937
Submitted by Pater Tenebrarum via Acting-Man.com,An Imaginary BogeymanWhat’s a Keynesian monetary quack to do when the economy and markets fail to remain “on message” within a few weeks of grandiose...
View Article10 Investment Rules From Investing Legends
Submitted by Lance Roberts via RealInvestmentAdvice.com,I recently wrote an article discussing some of the issues of “buy and hold” investment advice as it relates to what I call a “duration mismatch.”...
View ArticleBuyer's Remorse? Axel Merk Warns "The Fed Doesn't Have A Clue!"
Submitted by Axel Merk via Merk Investments,"The Fed doesn't have a clue!" - I allege that not only because the Fed appears to admit as much (more on that in a bit), but also because my own analysis...
View ArticleNIRP Won't Work - What Ray Dalio Thinks Central Banks Will Do Next
Just as we first warned in September 2013, so it seems the view of "helicopter money" being imminent is now becoming more mainstream as the powers that be slowly propagandize the benefits.If dropping...
View ArticleFear The Smell Of (Monetary) Napalm In The Morning
Via ConvergEx's Nick Colas,Warm up the choppers and put some Wagner on the loudspeakers – “Helicopter money” is a hot economic topic. That’s where central banks print money and either hand it to the...
View ArticleWhy This Was The Worst February For Hedge Funds Since 2007
It's been a rough stretch for the 2 and 20 crowd.Everyone from Bill Ackman to David Einhorn to (gasp) the zen master himself, Ray Dalio has been seemingly unable to cope with markets that are...
View ArticleBridgewater's Ray Dalio Speaks Live From The University Of Texas
Moments after speaking with Bloomberg's Erik Schatzker, a speech which generated numerous headlines (and which we will cover shortly due to Dalio's comments on the fate of the market, how much gold one...
View ArticleRay Dalio Tells Investors: "Don't Trade Against Pros Like Us, You Will...
Before his presentation to the University of Texas, Bridgewater's Ray Dalio gave a far-ranging interview to Bloomberg's Erik Shatzker which we will have more to say about in the coming days, but the...
View ArticleChina Proposes Unprecedented Nationalization Of Insolvent Companies: Banks...
In what may be the biggest news of the day, and certainly with far greater implications than whatever Mario Draghi will announce in a few hours when we will again witness the ECB doing not "whatever it...
View ArticleWhat Ray Dalio Thinks Of The "Trump Phenomenon"
While Ray Dalio has held various strong opinions on the markets and the global economic system (sadly his "beautiful deleveraging" thesis turned out to be a "monstrous releveraging" coupled with...
View ArticleThe New New 'Deal' - "Markets Are Too Important To Be Left To Investors"
Submitted by Ben Hunt via Salient Partner's Epsilon Theory blog,Five Easy Pieces for the World-As-It-IsOur story so far...In the second half of 2014, export volumes in every major economy on Earth...
View ArticleThe 7-Deadly Investing Sins
Submitted by Lance Roberts via RealInvestmentAdvice.com,I have often written about the emotional and psychological factors that inhibit long-term investment performance (most recently here). Despite...
View ArticleWishes Aside, Gold Is Going To Fly
By Chris at www.CapitalistExploits.atSure, it may just go to $650 an ounce first, which incidentally would be awesome for those of us who love going long asymmetry.Rest assured however, when the wheels...
View ArticleThis Incredibly Reckless Policy Is Gaining Momentum
Via HardAssetsAlliance.com,I was sure I misread the title, because everyone instinctively knows this policy is a bad idea… right?But I didn’t misread it. And it was far from the only article in support...
View ArticleOpportunity Amongst The Entrails Of European Banks
By Chris at www.CapitalistExploits.atIn a misguided and desperate attempt to fight the headwinds of deflation (a byproduct ofunsustainable debt which the market has been trying to unwind for the past...
View ArticleHow To Be A Smarter Investor
By Chris at www.CapitalistExploits.atInvesting, as you might know yourself, is first and foremost a great mental exercise. Hence, perhaps one of the most important pillars of investing success is...
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