Hard Landing – The Rainmaker

Published on
January 7th, 2016
Duration
20 minutes

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25

Hard Landing – The Rainmaker

Presentations ·
Featuring Alejandro Reyes

Published on: January 7th, 2016 • Duration: 20 minutes

The Rainmaker explores a range of topics including the China stock market halt, lift-off in the Fed, free-fall in oil & gas stocks, and junk energy bonds, giving his forecasts and discussing what may lay ahead for China, emerging markets, and the U.S.

Comments

  • BH
    Brian H.
    15 January 2016 @ 04:19
    0 0
    Very informative, thank you.
  • AA
    ALI A.
    13 January 2016 @ 15:19
    0 0
    Update the bridgewater charts, particularly the 2009 to date UST CAGR
  • sp
    shashwat p.
    12 January 2016 @ 07:21
    1 1
    couple of years too late to the commodities trade
  • AS
    ANDREW S.
    10 January 2016 @ 23:50
    2 0
    Excellent as usual RM. Let's ride!
  • JS
    John S.
    10 January 2016 @ 23:45
    1 0
    Excellent presentation
  • AE
    Alex E.
    10 January 2016 @ 03:25
    2 0
    Rainmaker is worried about oil @ 35. Right now, oil is 33 and change. We've seen nothing yet. Saudi A & Iran rattling sabers and Iran still to introduce it's oil into market. Lookout below.....
  • M.
    Milton ..
    9 January 2016 @ 20:54
    0 0
    trial
  • CT
    Craig T.
    9 January 2016 @ 19:35
    0 0
    Short petroleum energy NOW but allow for a future pop a la Kyle Bass. Cover yourself! Thanks Rainmaker.
  • MH
    Manuel H.
    9 January 2016 @ 18:00
    0 0
    Superb!! Thanks.
  • FT
    Frank T.
    9 January 2016 @ 15:59
    0 0
    For that matter, we can see that a cycle is two different things to the trader and long term investor. Yet the long term investor can see this as an opportunity?
  • MD
    Matt D.
    9 January 2016 @ 11:38
    2 0
    Love the rainmaker always great insight
  • CW
    Cole W.
    8 January 2016 @ 16:27
    8 0
    Alejandro comes again with a strong piece. I think the idea of targeting weakness based on the hub/spoke system makes perfect sense.
  • JD
    John D.
    8 January 2016 @ 13:00
    6 0
    You are The MAN Alejandro !!! Great analysis...Thanks...
  • TP
    Thomas P.
    7 January 2016 @ 23:41
    17 0
    "They are going to get on the mic and start talking about free drinks." I laughed so hard at that comment. Thanks again for another great video.
  • RG
    ROMAN G.
    7 January 2016 @ 22:08
    4 0
    Where is the PPT Alejandro? I am scared! What is next level for SP500 under 1870? Nice analisys. Congrats!
  • WH
    Wayne H.
    7 January 2016 @ 21:32
    3 0
    Excellent!
  • LA
    Linda A.
    7 January 2016 @ 19:52
    3 0
    Excellent analysis Rainmaker! How is it that someone as smart as Carl Icahn have exposure to mining, oil e&p stocks? Safe trading to all.

Chapters

  1. 00:00:00
    Intro Outlook
  2. 00:02:50
    Deleveraging & Bonds
  3. 00:05:05
    FFR Influence
  4. 00:06:45
    Hard Landing
  5. 00:12:41
    US Outlook