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Dalio Watching End Of Debt Supercycle Play Out In Real Time

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Mark Melin
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Echoing numerous previous strategy observations, Bridgewater's Ray Dalio predicted the U.S. Federal Reserve is going to re-invigorate quantitative easing before it tightens monetary policy again. Many market analysts have called for numerous Fed tightening points in 2016, making Dalio's call significantly against trend forecast. However, when the Fed next sprinkles quantitative magic on a now dependent stock market, the stimulus will not be felt to the same degree and a stronger strain of market assistance could be required from an group that has difficulty compromising on much of anything these days.

[dalio]

BW 1 20 equity commodity correlation Dalio

Its time for the fiscal side of the economic equation to do heavy...

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Mark Melin is an alternative investment practitioner whose specialty is recognizing the impact of beta market environment on a technical trading strategy. A portfolio and industry consultant, wrote or edited three books including High Performance Managed Futures (Wiley 2010) and The Chicago Board of Trade’s Handbook of Futures and Options (McGraw-Hill 2008) and taught a course at Northwestern University's executive education program.