Ray Dalio ( Bridgewater Associates )

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Dalio: "Cash Is Still Trash... But Equities Are Trashier", Prefers Gold & Bitcoin
https://www.zerohedge.com/markets/dalio ... ld-bitcoin

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Bridgewater Braces For Stagflationary Shock And Fed Rate Cut Capitulation; Buys Billions In Credit Index Swaps
https://www.zerohedge.com/markets/were- ... d-rate-cut

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Dalio's US-China Conflict Gauge Is Off The Charts
https://www.zerohedge.com/geopolitical/ ... uge-charts

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Interest rates at 4.5% would sink stocks by 20%: Ray Dalio
https://www.theedgesingapore.com/news/m ... -ray-dalio

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Billionaire investor Ray Dalio says UK’s economic plan ‘suggests incompetence’
https://www.cnbc.com/2022/09/28/ray-dal ... tence.html

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Perfect storm looms, warns Dalio

A "perfect storm" is forming that will spread economic pain as the US Federal Reserve raises interest rates. Domestic tension among the US people caused by irreconcilable differences and a yawning wealth gap, combined with international conflicts, are contributing to the perfect storm.

Source: The Standard

https://www.thestandard.com.hk/section- ... arns-Dalio

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Ray Dalio says the financial system will need 'big restructurings' soon as debt burdens become unsustainable
https://markets.businessinsider.com/new ... und-2023-4

[winston]

Ray Dalio Says US at Beginning of ‘Late, Big-Cycle Debt Crisis’

by Katherine Burton

The US is seeing stubbornly high inflation along with elevated real interest rates.

We are at the beginning of a late, big-cycle debt crisis when you are producing too much debt and have a shortage of buyers.

While interest rates won’t go much higher, the economy will get worse, and that could cause more internal strife if the US continues to have political fragmentation.

Source: Bloomberg

https://finance.yahoo.com/news/ray-dali ... 17803.html

[winston]

Ray Dalio’s Bridgewater, world’s biggest hedge fund liquidates a third of its China stock holdings but loads up on consumer plays

Connecticut-based Bridgewater Associates’ retreat is biggest since it sold shares in major China tech firms including Alibaba and NetEase in last year’s second quarter

It sold its entire stake in 13 US-listed Chinese companies, including online brokerage Futu Holdings, delivery platform Dada Nexus and online forum Zhihu

by Jiaxing Li

Source: SCMP

https://www.scmp.com/business/markets/a ... e=homepage

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Bridgewater's Flagship Fund Was Bearish As The Market Peaked In Late July
https://www.zerohedge.com/markets/bridg ... -late-july