Hard Landing – The Rainmaker

Featuring Alejandro Reyes

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.

Published on
7 January, 2016
Topic
US Economy, Monetary policy, Financial System
Duration
20 minutes
Asset class
Equities, Bonds/Rates/Credit
Rating
25

Comments

  • BH

    Brian H.

    15 1 2016 04:19

    0       0

    Very informative, thank you.

  • AA

    Ali A.

    13 1 2016 15:19

    0       0

    Update the bridgewater charts, particularly the 2009 to date UST CAGR

  • sp

    shashwat p.

    12 1 2016 07:21

    1       1

    couple of years too late to the commodities trade

  • AS

    Andrew S.

    10 1 2016 23:50

    2       0

    Excellent as usual RM. Let's ride!

  • JS

    John S.

    10 1 2016 23:45

    1       0

    Excellent presentation

  • AE

    Alex E.

    10 1 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 1 2016 20:54

    0       0

    trial

  • CT

    Craig T.

    9 1 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 1 2016 18:00

    0       0

    Superb!! Thanks.

  • FT

    Frank T.

    9 1 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 1 2016 11:38

    2       0

    Love the rainmaker always great insight

  • CW

    Cole W.

    8 1 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 1 2016 13:00

    6       0

    You are The MAN Alejandro !!! Great analysis...Thanks...

  • TP

    Thomas P.

    7 1 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 1 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 1 2016 21:32

    3       0

    Excellent!

  • LA

    Linda A.

    7 1 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.