Ray Dalio from Bridgewater Associates LP is one of the best at intertwining macro and micro investing.  He argues that the “European debt crisis has been poorly managed, bringing Europe closer to a debt implosion, or a currency collapse.  Although this is extremely negative he also mentions that “a meaningful deleveraging for an extended period...Read More

Ray Dalio of Bridgewater Associate shares some very pertinent insight into the deleveraging processes taking place in both the United States and Europe.  He correctly identifies that the closest parallel to the current European crisis is situation the United States of America found itself in when it had the Articles of Confederation before the establishment...Read More

Esteemed Hedge Fund Manager Ray Dalio posted an extremely informative paper on economic cycles.  This is a lot better than most of the materials that I read studying economics in college, and the recent near death experiences in the financial markets experienced over the last couple of years certainly add color to his commentary.  This...Read More