“I think you have to relate the markets to the geopolitics, the politics.” That opening line from Ray Dalio’s interview on Bloomberg Television, frames the investing environment as a sequence of linked forces rather than isolated cycles. Dalio traces how asset behavior cannot be separated from policy and conflict. “We … Read More
Ray Dalio Warns the Fed May Be Stimulating Into a Bubble
In his recent LinkedIn commentary, “Stimulating Into a Bubble,” Ray Dalio argues that the Federal Reserve’s latest signals point toward a shift in policy, writing, “Did you see that the Fed’s announcement that it will stop QT and begin QE?” He suggests that regardless of how it is framed, “any … Read More