Gary Shilling is betting against Dalio, Gross and Gundlach
"Basically, with the Fed and the other central banks flooding the world with money, a rising tide lifts all boats." So it's the tightening we have to fear.
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Ray Dalio: We are already in a bond bear market right now
Bridgewater Associates' Ray Dalio warned that a rise in bond yields could lead to the biggest crisis in fixed income markets in almost 40 years.
Looking for the next Amazon in the technology industry
Big name tech companies are burning through billions of dollars as they try to scale. The promise is that they will one day look like Amazon, dominating markets and sporting massive levels of cash flow to reinvest.
Ray Dalio: First comes the boom, then comes the bust
Bridgewater Associates founder Ray Dalio says we are late in the economic cycle and should expect good things from asset markets. But central banks will have a tricky time dealing with the consequences.
Jobless claims data show no disruption yet; Apple touts investment in jobs
Initial claims for unemployment insurance of 220,000 in the week ending January 13 underscore the strength of the US job market. With the 4-week moving average decreasing to 244,500, there is no sign on the horizon of disruption to jobs.
The tax cut benefits for corporations are now more clear
Now that the Trump tax cuts have been passed and US companies have had the opportunity to incorporate the changes into their projections, we are starting to see big payoffs, particularly for banks. This development is supportive of further…
A global recovery amidst longer-term uncertainty
We see economic growth everywhere in the global economy for the first time in many years. Let's put this economic period in context and talk about opportunities and threats.
Project Syndicate on Trump’s promises to America’s working class citizens
The question: When November comes, will voters shun the GOP because they dislike Trump or will they look at the economy and return the GOP back to two more years of total control?
Bailout bank Monte dei Paschi sub deal three times over-subcribed as Euro hits 3-year high
A subordinated deal in a bank bailed out just a year ago and the currency at a three -year high underscore European investor confidence.
Some thoughts on the Walmart minimum pay increase
Walmarts plan to raise the minimum pay for some employees to $11 an hour is big news. I also think this is good news for Trump and the Republicans as well as for wage rates in the US.