QOTD: Ray Dalio

Posted on July 6, 2017 by macromon

“…our responsibility now is to keep dancing but closer to the exit and with a sharp eye on the tea leaves.” – Ray Dalio, July 6, 2017

(QOTD = Quote of the Day)

This entry was posted in Monetary Policy, Quote of the Day, Uncategorized and tagged . Bookmark the permalink.

1 Response to QOTD: Ray Dalio

  1. Truelogicvalue capital says:
    July 7, 2017 at 11:44 PM

    Any tightening will surely deleverage the asset bubbles but how fast and for how long will prices deflate is the question. My models suggest deleveraging began after the feds second rate hike . Investors still euphoric over trump policy measures are believing corrections are and will be the norm fro at least til the 3rd year of his presidency. Moving in and out of sectors on dips will see most managers post 15-25 % margins but will leave many in a very “thin-Ice” scenario when and if a Big Shock hits the economy,as it did 2007-8.Keep in mind that it is never one thing that sets the cards to crumble but a seris of events leading up to the “catalist” moment. The lesser events found in government policies are the details that will create a devil of an event. Watch the tea leaves. Timeline:8-12 months

    Reply

Leave a Reply

Fill in your details below or click an icon to log in:

Gravatar
WordPress.com Logo

You are commenting using your WordPress.com account. ( Log Out /  Change )

Facebook photo

You are commenting using your Facebook account. ( Log Out /  Change )

Cancel

Connecting to %s

This site uses Akismet to reduce spam. Learn how your comment data is processed.