Tag: ray dalio

Has The Bond Bear Market Begun?

Has The Bond Bear Market Begun?

It’s almost as if I can see the future. In the September 22 issue of The 10th Man, I went through the math of how people would get screwed in a bond bear market. I gave some concrete examples of what would happen if […]

Regime Shift: What Trump Means For Markets

Regime Shift: What Trump Means For Markets

It’s interesting how quickly the consensus around what a Trump presidency means for markets went from “it’d be an unequivocal disaster” to “his policies will bring forth a new and lasting economic expansion.” Moral of the story: consensus has a […]

The Global Bond Bubble Is Ready To Burst

The Global Bond Bubble Is Ready To Burst

Rarely do we investors get a market that we know is overvalued and that approaches such clearly defined limits as the bond market now. That is because there is a limit as to how negative bond yields can go. Their […]

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Ray Dalio on the Economic machine, USA and Europe

An interview and Q&A with billionaire hedge fund manager Ray Dalio. Ray covers topics relating to inflation,deleveraging and the Economic Machine. The conversation covers Europe and what Ray thinks of it and the USA’s economy. This interviews gives an insight […]

Circle Of Competence

Circle Of Competence

Circle Of Competence by Investment Master Class “It makes sense that if you limit your investments to those situations where you are knowledgeable and confident, and only those situations, your success rate will be very high.” Joel Greenblatt “If we have […]