Author: The Wealth Training Company

Ray Dalio’s spiraling bond yields

Ray Dalio’s spiraling bond yields

Posted by | Oct 12, 2018 |

Ray Dalio’s spiraling bond yields will trigger the next crisis is a bearish view, and it is in good company. Bill Gross and Jeff Gundlach, two billionaire bond fund managers, spoke early in the year about the prospect of the coming bond bear market. “A 1 percent rise in bond yields will produce the largest bear market in bonds that we have seen since the 1980-81 period” said Ray Dalio in Davos early this year. Perhaps the headline of the week, maybe even the year, is that in the first week of October 2018 approximately 1.2 trillion dollars of...

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Bill Gross’s bond crash

Bill Gross’s bond crash

Posted by | Oct 8, 2018 |

Bill Gross’s bond crash explanation is based on foreign buyers being priced out of the market. “Euroland, Japanese previous buyers of 10yr Treasuries have been priced out of the market due to changes in hedge costs,” tweeted the billionaire bond investor. “Euroland, Japanese previous buyers of 10yr Treasuries have been priced out of the market due to changes in hedge costs” BILL GROSS Let’s look at the mechanics of Bill Gross’s bond crash explanation Bill Gross’s school of thought is based on the fact that rising Fed fund rates eventually raises the cost of borrowing USD. So this increases...

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Daniel Loeb’s Campbell soup bargain

Daniel Loeb’s Campbell soup bargain

Posted by | Oct 3, 2018 |

Daniel Loeb’s Campbell soup bargain view might be an investor’s appetizer for the food and beverage sector. Companies in the sector are likely to continue consolidating as a strategy for boosting profits by reducing costs through economies of scale at a time when their market share remains stagnant. “Daniel Loeb’s Campbell soup bargain view might be an investor’s appetizer for the food and beverage sector”   Daniel Loeb’s Campbell soup bargain view that its stock (CPB: NYSE) could be worth 50% more than its current market value is based on Campbell’s being sold Daniel Loeb is a billionaire activist...

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Ken Griffin’s 2020 financial crash

Ken Griffin’s 2020 financial crash

Posted by | Oct 2, 2018 |

Ken Griffin’s 2020 financial crash view is based on the longest secular bull market in history abruptly ending sometime between 18 to 24 months. Ken Griffin, CEO of the hedge fund firm Citadel (1990) with $27 billion in assets under management, has joined a growing number of heavyweight money managers firing off distress flares. David Tepper’s has recently warned of a 20% stock pull-back, Warren Buffett’s famous indicator (known as the Market Cap to GDP ratio) is flashing red and Jim Rogers sees the next bear market will be the worse in our lifetime. “Ken Griffin, CEO of the...

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John Paulson’s healthcare fund

John Paulson’s healthcare fund

Posted by | Sep 25, 2018 |

John Paulson’s healthcare fund was launched mid-June of 2015 but less than three years on and the axe has fallen on John Paulson’s healthcare fund. In the first quarter of 2018, a number of employees of the once-mammoth Paulson & Co. were let go amid years of poor performance. Headcount reductions were made across the board and included key veterans who have been employed by John Paulson for more than 10 years. “the axe has fallen on John Paulson’s healthcare fund”   John Paulson’s healthcare fund had made outsize bets in the healthcare market since its inception in 2015...

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