Capitulation?!

[Parsad]

Bridgewater, who were very bullish after a Trump victory, are now very bearish on U.S. assets.  Could this be a sign of capitulation?  Who the hell listens to these guys anyways!  Cheers!

 

https://finance.yahoo.com/news/bridgewater-three-co-cios-warn-025433724.html

[Spooky]

9 hours ago, Parsad said:

Bridgewater, who were very bullish after a Trump victory, are now very bearish on U.S. assets.  Could this be a sign of capitulation?  Who the hell listens to these guys anyways!  Cheers!

 

https://finance.yahoo.com/news/bridgewater-three-co-cios-warn-025433724.html

 

They can't even listen to themselves with three co-CIOs!

 

Someone went back and compiled Ray Dalio's calls and he was right about 50% of the time. Makes sense if you are just making macro bets.

Edited April 24, 2025 by Spooky

[Eldad]

1 hour ago, Spooky said:

 

They can't even listen to themselves with three co-CIOs!

 

Someone went back and compiled Ray Dalio's calls and he was right about 50% of the time. Makes sense if you are just making macro bets.

“You see, everything moves in cycles”

 

Congrats on retiring Ray and getting time to read a couple history books. Now please stop talking to everyone like they are an idiot. 

[CorpRaider]

LOL.  I can't at all after reading the fund.  It's fine that he's wrong all the time since they basically just asset allocation based on risk parity.

 

Here's my macro call; US still expensive; still negative trend/time series momentum; same morons still in charge.

 

Best case is its bad enough to make people refuse to vote for populists or TV reality personalities again for 60 years but not so bad we end up left of China politically. 

Edited April 24, 2025 by CorpRaider

[Blake Hampton]

Horseshoe theory.

 

What we need is rationality.