Ray Dalio lays it out brilliantly

[Mac1958]

Ray Dalio is an incredibly accomplished investor and economist, and runs one of the most successful hedge funds in history. He is very highly regarded and sourced within the financial industry.

In a few short minutes, Dalio does an incredible job of explaining where we are with tariffs and bonds (and why), and he does it with no partisan political spin. He explains how tariffs are mechanisms to repair dangerous imbalances within the global economic system with great clarity.

The title on this is exactly my personal position on this: "I agree with the problem, I am very concerned about the solution".

I expect that we'll see many attacks on him here, but if you'd like to know more about this situation, this would be a well-spent eight minutes.

 

[NewsVine_Mariyam]

Ray Dalio is an incredibly accomplished investor and economist, and runs one of the most successful hedge funds in history. He is very highly regarded and sourced within the financial industry.

In a few short minutes, Dalio does an incredible job of explaining where we are with tariffs and bonds (and why), and he does it with no partisan political spin. He explains how tariffs are mechanisms to repair dangerous imbalances within the global economic system with great clarity.

The title on this is exactly my personal position on this: "I agree with the problem, I am very concerned about the solution".

I expect that we'll see many attacks on him here, but if you'd like to know more about this situation, this would be a well-spent eight minutes.

This bears repeating:

"I agree with the problem, I am very concerned about the solution"​

 

[Mac1958]

This bears repeating:

That's my personal conundrum with politics in general.

 

[kyzr]

Is he saying that 60% of the US is too stupid to find productive work? (can't read?)

Congress must get the budget deficit down to (3% of GDP) or below $1T. Can DOGE save the US from bankruptcy?

Dalio looks very worried about the situation, since he started off with "this is a once in a lifetime event". Not good.

Congress needs to balance the 2026 budget, whatever it takes. Here are my recommendations:
1. return to a 2-year lifetime limit on Welfare, like we had in the 1990s. Phase it back to the states, i.e. off the budget.
2. throw able-bodied people off Medicaid, there needs to be a work requirement
3. make new revenue streams: add an "0.2% transaction tax on all financial transactions", add a "remittance tax on all money sent out of the US", remove the SS cap, remove the capitol gains tax break, remove all tax deductions for personal income taxes, its just the standard deduction, so income tax forms are post-card size.

 

[1srelluc]

Is he saying that 60% of the US is too stupid to find productive work? (can't read?)

Congress must get the budget deficit down to (3% of GDP) or below $1T. Can DOGE save the US from bankruptcy?

Dalio looks very worried about the situation, since he started off with "this is a once in a lifetime event". Not good.

Congress needs to balance the 2026 budget, whatever it takes. Here are my recommendations:
1. return to a 2-year lifetime limit on Welfare, like we had in the 1990s. Phase it back to the states, i.e. off the budget.
2. throw able-bodied people off Medicaid, there needs to be a work requirement
3. make new revenue streams: add an "0.2% transaction tax on all financial transactions", add a "remittance tax on all money sent out of the US", remove the SS cap, remove the capitol gains tax break, remove all tax deductions for personal income taxes, its just the standard deduction, so income tax forms are post-card size.

That might work with something other than a useless/grandstanding congress.

This comes to mind.

 

[j-mac]

Ray Dalio is an incredibly accomplished investor and economist, and runs one of the most successful hedge funds in history. He is very highly regarded and sourced within the financial industry.

In a few short minutes, Dalio does an incredible job of explaining where we are with tariffs and bonds (and why), and he does it with no partisan political spin. He explains how tariffs are mechanisms to repair dangerous imbalances within the global economic system with great clarity.

The title on this is exactly my personal position on this: "I agree with the problem, I am very concerned about the solution".

I expect that we'll see many attacks on him here, but if you'd like to know more about this situation, this would be a well-spent eight minutes.

It's really no surprise that you would side with a leftist investor that has lied about his company's method, and been outspoken anti capitalist, while he bilks his investors for his wealth....

And that you know he is what he is, shows us that you are every bit as dishonest.

 

[kyzr]

It's really no surprise that you would side with a leftist investor that has lied about his company's method, and been outspoken anti capitalist, while he bilks his investors for his wealth....And that you know he is what he is, shows us that you are every bit as dishonest.

There were no obvious lies that I noticed.
Bessent even agrees with the 3% of GDP limit on borrowing
It may be too late to prevent the collapse of the dollar, which makes dollars worthless, which is probably why his hands are shaking so much. He's very concerned about his "once in a lifetime" event.

 

[okfine]

It's really no surprise that you would side with a leftist investor that has lied about his company's method, and been outspoken anti capitalist, while he bilks his investors for his wealth....

And that you know he is what he is, shows us that you are every bit as dishonest.

And its no surprise you know what dear leader is and does, but are completely dishonest about him.

 

[j-mac]

And its no surprise you know what dear leader is and does, but are completely dishonest about him.

Why, because I don't agree with your globalist America last position....Do us all a favor and cease posting.

 

[okfine]

Why, because I don't agree with your globalist America last position....Do us all a favor and cease posting.

 

[Thinker101]

Ray Dalio is an incredibly accomplished investor and economist, and runs one of the most successful hedge funds in history. He is very highly regarded and sourced within the financial industry.

In a few short minutes, Dalio does an incredible job of explaining where we are with tariffs and bonds (and why), and he does it with no partisan political spin. He explains how tariffs are mechanisms to repair dangerous imbalances within the global economic system with great clarity.

The title on this is exactly my personal position on this: "I agree with the problem, I am very concerned about the solution".

I expect that we'll see many attacks on him here, but if you'd like to know more about this situation, this would be a well-spent eight minutes.

He agrees there is a problem but offers zero solutions. Sounds like a fricken lib.

 

[Mac1958]

Dalio sees the world trying to abandon American capital -- Treasuries, corporates, equities, futures. He knows that if we lose the dollar as the reserve currency, all bets are off. And if Treasuries take a back seat, we're straight up fucked.

This is how countries can bend over for tariffs because they have to, and screw us at the same time. Is anyone really dense enough to think they're just going to take this?

This stuff is based on trust and stability. America has been the dominant country for 80 years, because we have been so comparably stable and dependable. And now? We've lost that, globally. Poof. Gone. Damn near overnight.

 

[berg80]

Congress must get the budget deficit down to (3% of GDP) or below $1T. Can DOGE save the US from bankruptcy?

The question is.......can DOGE make a significant dent in the nation's annual deficits? The answer is no. Even with proposed, large cuts to social net spending in programs like Medicaid, will trump's budget make a significant dent in the nation's annual deficits? No. Due to the tax cuts they are projected to add trillions to the national debt.

 

[22lcidw]

And its no surprise you know what dear leader is and does, but are completely dishonest about him.

The Progressives caused the 2008 debacle. As we kept delaying a correction in housing and gave mortgages to people with no real good credit and used junk bonds as extra icing. A lot of people with homes who played by the rules suffered for that. All of those economists and others related who said we would have a much greater nation if we gave up all of our manufacturing a few decades ago. Now we must try to get manufacturing to return, especially in the important things. And you don't like it. A whaaa.....a whaaa...a whaaa.

 

[leftwinger]

Translation: Mac&CheeseDic is a soft-headed know-nothing Stain parroting deep state writings.

He and his Utah butt buddies know better than DJT regime? Where were they since 09' crash $28T back?

"Something" needs to be done quickly. Done against embedded deep state resistance like 2017-2019. Even if wrong, change is required and can be tweaked along the way if need be.


The only shred of hope is step 1, he somewhat admits there is a problem.

 

[leftwinger]

The question is.......can DOGE make a significant dent in the nation's annual deficits? The answer is no. Even with proposed, large cuts to social net spending in programs like Medicaid, will trump's budget make a significant dent in the nation's annual deficits? No. Due to the tax cuts they are projected to add trillions to the national debt.

$0.5T in fraud or incompetence is not chicken feed. $1T seems likely. But you're ok as long as its' deep state stealing 17%?

 

[kyzr]

The question is.......can DOGE make a significant dent in the nation's annual deficits? The answer is no. Even with proposed, large cuts to social net spending in programs like Medicaid, will trump's budget make a significant dent in the nation's annual deficits? No. Due to the tax cuts they are projected to add trillions to the national debt.

1. The tax cuts are NOT new, it is extending the existing tax rates and making them permanent, so the $2T deficit would not increase due to extending the tax cuts.

2. Finding $600b of fraud is easy. $375b to Podesta, $20b to the EPA, $2b to Stacy Abrams, $42b for internet not built, and the $150b DOGE savings. So that leaves $1.4T that needs to be cut.

3. Welfare needs to be cut back to a 2-year lifetime limit for the able-bodied (like in the 1990s), with a work requirement, then phased back to the states.

4. SS needs to be fixed, raise/remove the cap.

5. New taxes must be added to pay for Trump's promised tax cuts:
a. A transaction tax on all financial transactions
b. A remittance tax on all money sent out of the US to pay for the wall
c. Eliminate the Capitol Gains loop-hole, tax gains as ordinary income
d. The "break glass" option is to eliminate all tax deductions and loop-holes

6. Trump's new tariffs have been adding $2b a day, or about $600b in new revenue. So $800b needs to be raised with new taxes or the bond market and the dollar crash. Raise the top tax rate 1% or 2%? Pick a few from 5 above.

 

[initforme]

The Progressives caused the 2008 debacle. As we kept delaying a correction in housing and gave mortgages to people with no real good credit and used junk bonds as extra icing. A lot of people with homes who played by the rules suffered for that. All of those economists and others related who said we would have a much greater nation if we gave up all of our manufacturing a few decades ago. Now we must try to get manufacturing to return, especially in the important things. And you don't like it. A whaaa.....a whaaa...a whaaa.

Perhaps we will see those jobs come back and with unions leading the way. Much higher wages will lead to improvement.

 

[d0gbreath]

$0.5T in fraud or incompetence is not chicken feed. $1T seems likely. But you're ok as long as its' deep state stealing 17%?

Elmo just said today that he only expects to uncover $150Bn in 2026.

 

[okfine]

Dalio sees the world trying to abandon American capital -- Treasuries, corporates, equities, futures. He knows that if we lose the dollar as the reserve currency, all bets are off. And if Treasuries take a back seat, we're straight up fucked.

This is how countries can bend over for tariffs because they have to, and screw us at the same time. Is anyone really dense enough to think they're just going to take this?

This stuff is based on trust and stability. America has been the dominant country for 80 years, because we have been so comparably stable and dependable. And now? We've lost that, globally. Poof. Gone. Damn near overnight.

Isolating the US and other countries are moving closer to the Yen. What a fn disaster.
Meanwhile some issues that aren't getting noticed.
Check out this video...