#BridgewaterAssociates

"....Today, I still think that's largely true and we can get into the subtlety of that, but it is definitely more dangerous now. Everybody is on it. There's a huge resource grab phase. The capital expenditures are going to be at record capital expenditure levels um across the US economy and across the globe." — Greg Jensen…

#BridgewaterAssociates

"And importantly, they're coming from what are often been historical net savers—countries like Germany, Korea, Japan—that have historically exported capital because there wasn't really a need for it inward, have instead really needed to kind of raise the returns on what can be generated internally, try to keep the capital inside instead of sending it out. So these are both important…