Browsing Tag


Ray Dalio on Deleveraging

Ray Dalio was featured in Barron's at the weekend. He spoke about the various options available to affect a private sector deleveraging. He sees three ways which he calls austerity, restructuring, and money printing. Below is an excerpt…

Spain is in big trouble

This week's weekly commentary on markets and the economy features Spain. In my view, the potential for downside economic and portfolio risk has increased markedly as we realise that Spain is at risk and there is no plan B in the euro zone.…

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