Small collection from Bridgewater’s writings, pretty much all of it is macro based.
- A Beautiful Deleveraging – February 2012
- A Template for Understanding How The Economic Machine Works – March 2012
- A Wise Move by the Chinese – July 2005
- An In-Depth Look at Deleveragings – February 2012
- An Inflection Point in Banking – April 2008
- Approaching the Seismic Shift – April 2011
- Asset Class Returns in Deleveragings – April 2012
- Central Banks Coordinated Response to the Global Crisis – December 2011
- Dollar Risks Are Skewed – March 2003
- Formula for Economic Success Part I – October 2012
- Formula for Economic Success Part II – October 2012
- Global Themes – November 2005
- Global Yields Begin to Adjust – March 2006
- Great Moves – September 2008
- Hedge Fund Returns Dominated by Beta – May 2012
- Hedge Funds Levered Betas – January 2007
- Hedge Funds Selling Beta As Alpha – May 2005
- It’s All Macro – May 2004
- Labour Dynamics and Fed Policy – February 2006
- More Will Likely Be necessary From the Fed – July 2010
- My Ruminations – November 2006
- Not Too Much Edge in Levered Betas – December 2008
- Our View of The World and Oil – October 2004
- S&P Below 20 For the First Time Since 1997 – July 2004
- Seeing Today’s World From Two Views – June 2012
- Swine Flu – April 2009
- The Biggest Mistake in Investing – August 2004
- The British Question – January 2009
- The First Day of the New Decade, Century, Millennium – December 1999
- The Money Shuffler’s Gig – September 2004
- The Next Decade – January 2000
- The New Decade – January 2010
- The Periphery Country Debt Problem – February 2010
- Too Tight – August 2011
- Understanding Correlations – November 2011
- United States – April 2008
- Updates on the Seismic Shift – January 2012
- Why Countries Succeed and Fail – June 2011
H/T Beren
