Ray Dalio ( Bridgewater Associates )

Re: Ray Dalio ( Bridgewater Associates )

Postby behappyalways » Fri Jul 07, 2017 6:43 pm

Manager of world's biggest hedge fund: Central bank easy money 'era is ending'
http://www.cnbc.com/2017/07/06/dalio-ce ... y-era.html
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Re: Ray Dalio ( Bridgewater Associates )

Postby winston » Tue Aug 22, 2017 7:59 am

Billionaire investor Dalio cuts risk amid worries about Washington

Earlier this month, he suggested that investors should put some of their assets in gold to guard against political and economic risk.


"It's clear that some are doing extraordinarily well and others are doing terribly, with gaps in wealth and income being the greatest since the 1930s," Dalio wrote.

He said such divisions created an atmosphere where people were more inclined to fight for their own views rather than seek common ground.


Source: The Star

http://www.thestar.com.my/business/busi ... 12rQgib.99
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Re: Ray Dalio ( Bridgewater Associates )

Postby winston » Tue Aug 22, 2017 8:11 am

Two reasons why this billionaire just loaded up on gold

by Justin Spittler

1. Dalio is nervous about global politics…
2. Dalio’s nervous about the federal debt, too…


Source: Casey Daily Dispatch

http://thecrux.com/two-reasons-why-this ... p-on-gold/
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Re: Ray Dalio ( Bridgewater Associates )

Postby winston » Fri Sep 29, 2017 6:47 pm

How Ray Dalio’s principles can guide your money and your life

By Jonathan Burton

Founder of world’s largest hedge fund shares radical ideas about success

Dalio’s principles are rooted in hyper-realism — accept your realities and use the tools and talents you have to move forward.


People hold onto opinions that are wrong, that stand in the way of them making the best possible decisions.

There are only two things that one has to do to be successful:
1. Know what the best decisions are and
2. Then have the courage to make them.


Source: Market Watch

http://www.marketwatch.com/story/how-ra ... yptr=yahoo
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Re: Ray Dalio ( Bridgewater Associates )

Postby winston » Fri Oct 27, 2017 12:51 pm

Ray Dalio says his fund is long stocks…

Billionaire hedge fund manager Ray Dalio said that he sees a “significant amount of risk in the bond market” as the U.S. moves toward a bigger deficit and the Federal Reserve unwinds its balance sheet.

“Tightenings become progressively more concerning because as you move along they’re more and more difficult to get perfect,” Dalio, founder of Bridgewater Associates, said in an interview on Bloomberg Radio.

“As we’re progressing, we’re entering a period of greater risk in the nature of the market.”

Dalio added that Bridgewater has been long equities, but didn’t provide more details on how the world’s biggest hedge fund is trading the market.

He said he doesn’t think the Fed can continue the pace at which it has begun to unwind its $4.5 trillion balance sheet.

Dalio also said he expects the U.S. budget deficit to increase to 1.5% of GDP, growing the supply of debt at the same time the central bank is offloading bonds.

“I think they’ll be cautious in this but when you’re caught in this part of the cycle it’s very delicate,” he said.

Source: Bloomberg

http://thecrux.com/ray-dalio-is-worried ... nd-market/
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Re: Ray Dalio ( Bridgewater Associates )

Postby winston » Fri Nov 03, 2017 2:54 pm

Bridgewater, the world's largest hedge fund, faces a race against time to avoid a loss in its biggest strategy

by Rachael Levy

Bridgewater's Pure Alpha strategy, which managed about $75.8 billion as of the end of September, was down through that month, according to client documents.

The strategy is long stocks, short bonds, and long emerging-market currencies versus the dollar and the euro, according to the documents.

Bridgewater now has one quarter to turn around performance. If it finishes down for 2017, it would be the first down year in over a decade.

Bridgewater's Pure Alpha was long stocks and short bonds at the end of the third quarter, according to a document.

The strategy is also:-
1. long bonds in emerging markets,
2. long emerging-market currencies against the dollar and euro,
3. long the dollar against developed currencies,
4. long oil and other industrial commodities, and
5. long gold.


Source: Business Insider

https://finance.yahoo.com/news/bridgewa ... 48233.html
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Re: Ray Dalio ( Bridgewater Associates )

Postby winston » Tue Feb 13, 2018 8:32 pm

And in Davos, he said that you are going to feel quite stupid if you are in Cash ...

‘We’re past the top in bonds,’ sees rising risk of U.S. recession

Source: Bloomberg

http://thecrux.com/dalio-were-past-the- ... recession/
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Re: Ray Dalio ( Bridgewater Associates )

Postby winston » Thu Feb 15, 2018 10:12 pm

Ray Dalio Bets Big Against Europe

Bridgewater increases short wagers against biggest companies
Hedge fund said to have turned bearish on Europe in January

Checklist to identify the best time to sell stocks: a strong economy, close to full employment and rising interest rates.

Amassing an $18 billion bet against Europe’s biggest companies. The firm’s total asset pool is $150 billion


Source: Bloomberg

https://www.bloomberg.com/news/articles ... short-bets
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Re: Ray Dalio ( Bridgewater Associates )

Postby winston » Fri Feb 23, 2018 8:27 am

Bridgewater's Dalio sees 70 percent chance of recession before 2020

by Svea Herbst-Bayliss

”I think we are in a pre-bubble stage that could go into a bubble stage ... The probability of a recession prior to the next presidential election would be relatively high, maybe 70 percent".


Source: Reuters

https://www.reuters.com/article/us-hedg ... SKCN1G604T
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Re: Ray Dalio ( Bridgewater Associates )

Postby winston » Fri Feb 23, 2018 8:27 am

Bridgewater's Dalio sees 70 percent chance of recession before 2020

by Svea Herbst-Bayliss

”I think we are in a pre-bubble stage that could go into a bubble stage ... The probability of a recession prior to the next presidential election would be relatively high, maybe 70 percent".


Source: Reuters

https://www.reuters.com/article/us-hedg ... SKCN1G604T
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