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(@)www.valuewalk.com – otherwise what do you think Dalio thinks about oil and would Howard Marks ask if it matters?
Check it out
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