Tuesday, May 5, 2015

“This is all ending.”

A Sense of an Ending

A “sense of an ending” has been frequently mentioned in recent months when applied to asset markets and the great Bull Run that began in 1981. [...] Many prominent investment managers have been sounding similar alarms, some, perhaps a little too soon as with my Investment Outlooks of a few years past titled, “Man in the Mirror”, “Credit Supernova” and others. But now, successful, neither perma-bearish nor perma-bullish managers have spoken to a “sense of an ending” as well. Stanley Druckenmiller, George Soros, Ray Dalio, Jeremy Grantham, among others warn investors that our 35 year investment supercycle may be exhausted. [...] It will not come again for any of us; unrest lies ahead and low asset returns. Perhaps great unrest, if there is a bubble popping

Posted by sneaker @ 07:26 AM (4172 views)
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5 thoughts on ““This is all ending.”

  • killer bunny says:

    Gross said Bonds were dead in 2013 and shorted them. Biiig mistake. 2014 he had to leave PIMCO.

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  • This guy is a serious player and very successful generally….qe and near zero rates are
    The driver for property and stocks bubbles….who would have thought in 2015 we would
    Still have near zero rates negative bond yields help to buy and other props?

    When this does pop its gonna be spectacular or long drawn out decline ala Japan either
    Way it simply cannot continue like this

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  • bidin'matime says:

    Taffee – haven’t you seen the ‘Nationwide average house prices adjusted for inflation’ (see link on Graphs page of HPC) – they think that real house prices can keep on going up forever – as proved by the caption that appears on the NW site: Nationwide average house prices adjusted for inflation. See their Note C at the very bottom: ‘A smooth trend has been fitted to the real house price series. This trend has been fitted from 1975 Q1 to the latest quarter and is an exponential curve.’

    So if the Nationwide believe it (and clearly they do, as they are investing heavily into this particular Ponzi scheme…) then it must be true – you can never go wrong with brix-n-mortar…!

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  • clockslinger says:

    Stick a pin in zerohedge on any day and there’s a 70/30 chance you will hit an article like this. Without reading it I’ll summarise (if I may); please tell me if I’m wrong!
    “Things must change. Everything has a beginning and an ending, but only the wisest sage can say the day on which this will pass”
    Am I wrong? Thought not!
    Thanks Bodidharma; now f**k off!

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  • @3

    Nice chart link…thanks

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