15# Signal 2 Noise

In today’s issue:

• Ray Dalio

• Looming Debt Ceiling Crisis

• China’s Economy is Slowing Down

S2N Updates

I am back. I have made significant progress in being able to add value on more complete quantitative analysis of high profile market indicator news.

I am continuing to have way more challenges on setting up the subscription services with mailing lists and trials, etc. I have tried to think a few steps ahead and implement a system that caters to some growth. However, I have relied on a few frogs that I have used to help me. All of them have been sent back to the pond. I am currently working with someone new and am not sure if I have kissed another frog.

In terms of style, I am finding it difficult to pour a lot of energy into writing to an audience of one. So I plan to build up some more Insights that will be more evergreen and an explainer for the newsletter.

Performance Review

Economic News Today

New Signals

So much to say here but simply not ready yet.

S2N Insights

Ray Dalio

I was interested to read Ray put out a note on Friday saying that the SP500 is not in a bubble. He also backed it up with a bunch of charts to make his case.

I am currently reading one of the best business books I have read in a long time, called The Fund. It shows the dark side of Ray Dalia and his baby Bridgewater.

I noticed today that many other strategists are joining Ray’s chorus, saying we have further to go before we pull back. I am always nervous when people think they have time before any bubble pops. I have noted before that we are in the expensive to very expensive valuation stage.

Looming Debt Ceiling Crisis

The can has been kicked further down the road, once again. This issue is not going away and needs further discussion. Not today when I don’t have an audience.

China’s Economy is Slowing Down

It is pretty clear to all analysts that the Chinese economy is slowing down. Something I will be discussing in greater detail is that once again they are going to inject product “deflation” into the world. Their factories are in full throttle mode as they try to keep employment high and flood the market with product. 

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