It’s safe to say that David Stockman, former US government budget director, is not impressed by President Donald Trump
Ray Dalio, founder of Bridgewater Associates, the world’s biggest hedge fund, has warned the dollar could lose almost a third of its value.
America is slipping into a recession and yet everybody is blind to it.
The current turbulence of emerging markets should not come as a surprise to anyone, says Satyajit Das.
Jeffrey Gundlach, founder and chief executive of DoubleLine Capital, is warning that the record number of bets made in the futures market in favour of higher bond yields could “cause quite a squeeze”.
Commodities guru Jim Rogers thinks the current oil price is a floor, not a ceiling – but his favourite picks are gold and silver.
Martin Feldstein, the economist who chaired US president Ronald Reagan’s Council of Economic Advisers, predicts that the bull run in stocks may soon come to an end.
Hedge fund manager David Einhorn says his favoured strategy of value investing – buying out-of-favour companies – has struggled as growth company stocks have shot up.
The biggest risk to the ongoing bull market is widening credit spreads, says David Rosenberg of Gluskin Sheff.
Investing in digital doesn’t mean sticking solely to traditional tech firms, says fund manager Nick Train.
Economists Joseph Stiglitz Nouriel Roubini and Kenneth Rogoff fear bitcoin will be “regulated into oblivion” as authorities clamp down on money laundering.