Ray Dalio

The D-Process played out in greater initial force in the US private sector. Now Europe is playing catch-up, but more via the public sector due to the restrictions imposed by the Euro. Ray Dalio comments on how he sees this process proceding…

Ray Dalio spoke to Barron's in an interview that appeared in the weekly this past weekend. The themes of the conversation were the following: The world is on a dual track with emerging markets doing much better than developed…

The last time Ray Dalio conducted a major interview, the global economy seemed to be headed toward a major depression. This was in February 2009 when Barron's had a conversation with Bridgewater Associates' Ray Dalio. For his part, Dalio…

David Rosenberg is bullish on bonds. And the reasoning for his bullishness has a lot to do with the deleveraging and excess capacity which the bursting of the credit bubble has brought into view. In this sense, his views on inflation are…

With governments printing money, inflation, now propping up asset prices, will eventually come to consumer prices. First the deflation, then the inflation, I say. Ray Dalio agrees. But, he also has some choice things to say about the…

Below is an excerpt of a Barron's interview with Bridgewater Associates' Ray Dalio which I first highlighted in February 2009 in A conversation with Bridgewater Associates’ Ray Dalio. Back then I highlighted the first part which…

In my post Koo, White, Soros and Akerloff videos from inaugural INET conference I highlighted four speeches from the recent George Soros-sponsored pow-wow. I have already written up a post based on the one by William White in "The…

In June of last year, I wrote a post called "Central banks will face a Scylla and Charybdis flation challenge for years." The crux of the piece was that we are living in a world in which debt deflation is always one downturn away,…

John Mauldin’s latest is about deleveraging and how this secular trend will drive the macro picture in 2010. The question is why? Read and find out. Also see A conversation with Bridgewater Associates’ Ray Dalio for another good commentary…

For the last few months I have been casting around looking for bullish data points as counterfactuals to my more bearish long-term outlook. I have found some, but not enough. If you recall, early this year, I stated that we are in…