The world’s biggest hedge fund is super-bullish on stocks and commodities now

From Bloomberg:

Bridgewater Associates LP, the $140 billion hedge fund founded by Ray Dalio, is betting on global stocks and oil as it expects money to move into equities and other assets amid increased economic confidence.
Bridgewater, the world’s biggest hedge fund, is bullish on stocks, oil, commodities, and some currencies as it expects cash to shift to riskier assets, co-chief investment officer Bob Prince said on a client conference call on [...]

Making Sense of North America’s Shale Oil and Gas Future

In the first half of 2011, the Big Four benefited from tight supply-demand conditions for many key services, as frenzied drilling activity in North American shale oil and gas plays strained the industry’s capacity to meet these needs.
In particular, a shortage of pressure pumping capacity–a service critical to hydraulic fracturing–had enabled service providers to push through substantial price increases in recent years. Hydraulic fracturing is a process whereby producers pump [...]

Gold to Reach $5,000 Due to Supply Shortage: Report

An exhaustive report by Standard Chartered predicts that gold will more than triple to $5,000 an ounce because of a lack of supply, not just because of a surge in demand that most bullion bugs cite in their bullish calls.

AP

 

“There are very few large gold mines set to commence operation in the next five years,” said Standard’s analyst Yan Chen in a report Monday. “The limited [...]

REPORT: Gold headed for $5K an ounce

An exhaustive report by Standard Chartered predicts that gold will more than triple to $5,000 an ounce because of a lack of supply, not just because of a surge in demand that most bullion bugs cite in their bullish calls.

AP

“There are very few large gold mines set to commence operation in the next five years,” said Standard’s analyst Yan Chen in a report Monday. “The limited new supply comes [...]