Is Bridgewater Sounding The Alarm On Market Valuations?

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Is Bridgewater Sounding The Alarm On Market Valuations?
By Hedge Funds [CC BY 3.0], via Wikimedia Commons

A reader sent us the following tidbit (its short but sweet) regarding Ray Dalio’s views on the current market environment. Bridgewater’s Dalio seemingly joins a growing chorus of bears, including Seth Klarman and David Einhorn, among many others. Tips can always be sent to [email protected])valuewalk.com. Check it out below.

Bridgewater’s view on stocks and bonds

From a reader

I recently came across two charts from Bridgewater, Ray Dalio’s uber-successful firm, one of the unusual hedge funds that truly earns their high fees. In the Bridgewater view, there has been just one time (the peak of the late ‘90s bubble blowoff) when prospective real returns for stocks were lower based on their methodology. Note that when considering both stocks and bonds, forward-looking real (or after-inflation) returns have never been this low. Now, how often do you hear or see this from your typical rah-rah Wall Street firm?

Ray Dalio At Robin Hood 2021: The Market Is Not In A Bubble

Fractional Shares Stock PickerAt this year's annual Robin Hood conference, which was held virtually, the founder of the world's largest hedge fund, Ray Dalio, talked about asset bubbles and how investors could detect as well as deal with bubbles in the marketplace. Q1 2021 hedge fund letters, conferences and more Dalio believes that by studying past market cycles Read More


 

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