https://www.linkedin.com/pulse/its-...rn-ray-dalio?trk=portfolio_article-card_title almost the same point about late cycle behavior, waiting on your thesis regarding corporate tax cuts, and offshore capital coming back, ie apple etc.
We have about another 18 months left in this credit cycle. So expect stocks to make new highs and probably blow off sometime in 2019. The last legs in bull cycles tend to be pretty violent to the upside but you also get a lot higher volatility. So this will be the best trading environment we have seen in probably a decade.
Slides from Jeffrey Gundlach's 'Just Markets' webcast can be found here: http://uk.businessinsider.com/jeff-gundlach-webcast-slides-just-markets-2018-1?op=1/#-45
Thnx for posting. I was going to e-mail them for a copy. There is a treasure trove of info in those slides.
I don't think he said anything that has not already been said. Beyond the commodities trade idea everything else is just a broad brush.