Anyone who is a regular reader of the site knows that we occasionally get exclusives on Bridgewater Associates. In this case, I found a few unconnected items about Ray Dalio and/or Bridgewater’s thoughts on oil. The quote below comes from Doug Kass’ 15 predictions for 2015. The charts come from a JPMorgan report regarding the commodity (unfortunately the report had no text accompanying the charts). Anyone who has more on his please send to tips(@)valuewalk.com – otherwise what do you think Dalio thinks about oil and would Howard Marks ask if it matters?
Check it out
Schonfeld Profits From Quant And Tactical Strategies In 2020
Schonfeld Strategic Advisors's, Schonfeld Fundamental Equity Fund returned 14.14% net in 2020 and the Schonfeld Strategic Partners Fund added 9.88%, that's according to a copy of the firm's fourth-quarter and full-year letter to investors, which ValueWalk has been able to review. Q4 2020 hedge fund letters, conferences and more Schonfeld celebrated its fifth year of Read More