Ray Dalio: First comes the boom, then comes the bust

The title paraphrases the CNBC conversation with Bridgewater Associates founder Ray Dalio at the World Economic Forum in Davos, Switzerland. And what Dalio said makes a lot of sense.

The Bridgewater founder’s view is that we are late in the economic cycle. So, we should expect very good things from asset markets. But he also believes central banks will have a tricky time dealing with the consequences. My extended analysis is below followed by the Dalio video.
We have to start with the Taper ...

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