Reference แหล่งข้อมูลและบทความที่ผมอ่านเข้ามา จึงนำมาแชร์ ย้ำประเด็นไม่ใช่การมาทำนาย หรือ โน้มน้าวให้ เชื่อว่าจะเกิด recession
ผมก็แค่แชร์ มุมมองความคิดเห็น ของคนที่ประสบความสำเร็จ และเป็นระดับ Top ของตลาดให้ คิด วิเคราะห์ ตามเท่านั้น เป้าหมาย คือ ไม่ประมาท
และเราจะได้เตรียมตัวรับมือกับความเสี่ยงที่อาจจะเกิดให้ดีต่อไป
..............................Ray Dalio
- You’re starting to see all the classic early signs’: Legendary investor Ray Dalio says the stock market has further to fall before a recession hits
https://fortune.com/2022/09/22/ray-dalio-stock-market-fall-further-recession/
- Bridgewater's Dalio warns of a 'perfect storm' for economy
"I don't know whether that's 4.5% or the economy could not take an interest rate much higher than that before it's going to be negative."
https://www.reuters.com/markets/us/bridgewaters-dalio-warns-perfect-storm-economy-2022-10-11/
- Ray Dalio says stocks, bonds have further to fall, sees U.S. recession arriving in 2023 or 2024
“When you bring interest rates down to zero, or about zero, what happens is it raises all asset prices,” Dalio added. “And when you go the other way, it has the
opposite effect.”
“They need to get interest rates — short rates and long rates — up to the vicinity of 4.5%-ish, it could be even higher than that,” he said. Because the only way the
Fed can successfully fight inflation is by doling out “economic pain.”
https://www.marketwatch.com/story/ray-dalio-says-stocks-bonds-have-further-to-fall-sees-u-s-recession-arriving-in-2023-or-2024-11663777067
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Jim Rogers
- Jim Rogers says this will be the worst recession of his lifetime
https://www.businesstoday.in/markets/market-perspective/story/commodity-guru-jim-rogers-says-this-will-be-the-worst-recession-of-his-lifetime-350108-2022-10-18
https://www.youtube.com/watch?v=ljYEVw0-FSk
- Inflation calming down, but not finished yet
We will have a recessionary environment soon because there has been so much inflation. It has been the longest time in the history of the US to have serious
problems. We are coming closer to the end and when the end comes it is going to be very bad because there is so much debt.
https://www.livemint.com/companies/people/inflation-calming-down-but-not-finished-yet-jim-rogers-11662320348475.html
- Jim Rogers predicts the worst bear market of his life, a brutal recession
"When you have inflation, if you own the things that go up in price, you make money. Agricultural goods are going to go higher, energy will go higher before this is
over. You can sell short many things, many stocks all over the world, and make a lot of money. If you don't know how to do either of those, put your money in the
bank and wait - it's better to earn 1% per year than to lose 20% per year. Bear markets lead to big losses."
https://markets.businessinsider.com/news/stocks/jim-rogers-stock-market-crash-recession-bitcoin-crypto-russia-ukraine-2022-7
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Stanley Druckenmiller : Legendary HedgeFund Manager
- Stanley Druckenmiller sees ‘hard landing’ in 2023 with a possible deeper recession than many expect
“Our central case is a hard landing by the end of ’23,”
“All those factors that cause a bull market, they’re not only stopping, they’re reversing every one of them,”
https://www.cnbc.com/2022/09/28/stanley-druckenmiller-sees-hard-landing-in-2023-with-a-possible-deeper-recession-than-many-expect.html
- Druckenmiller sees U.S. falling into recession next year
https://www.reuters.com/business/finance/druckenmiller-sees-us-falling-into-recession-next-year-2022-09-28/
- Billionaire investor Stanley Druckenmiller says we're 6 months into a bear market, and it still has a ways to run
"I assume, and pretty strongly, soon we're going to have a recession sometime in 2023,"
https://markets.businessinsider.com/news/stocks/stanley-druckenmiller-warns-bear-market-recession-inflation-2022-6
- Investor Druckenmiller sees U.S. falling into recession next year
https://finance.yahoo.com/news/druckenmiller-sees-us-falling-recession-161309436.html
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Jim Chanos : Short Selling Legendary Investor
- Jim Chanos on Why Some of the Worst Hit Parts of the Market Still Have More Pain Ahead
https://www.bloomberg.com/news/articles/2022-06-16/transcript-jim-chanos-on-why-some-of-the-worst-hit-parts-of-the-market-still-have-more-pain-ahead
- Stocks get crushed as recession worries mount and the Fed struggles to rein in inflation
Despite the stock carnage, valuations still have much further to fall
https://fortune.com/2022/06/16/stocks-get-crushed-recession-fears-fed-struggles-inflation-sp-500-nasdaq/
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Jamie Dimon : JPMorgan CEO
-Jamie Dimon’s S&P 500 Bear Market: Brutal, Far From Unimaginable
https://www.bloomberg.com/news/articles/2022-10-11/jamie-dimon-s-s-p-500-bear-market-brutal-far-from-unimaginable
- JPMorgan CEO Dimon warns of recession in 6 to 9 months
"These are very, very serious things which I think are likely to push the U.S. and the world — I mean, Europe is already in recession — and they're likely to put the
U.S. in some kind of recession six to nine months from now,"
https://www.reuters.com/markets/us/jpmorgan-ceo-dimon-warns-recession-6-9-months-cnbc-2022-10-10/
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Luke Ellis : Man Group CEO
US Recession ‘Inevitable’ to Curb Inflation, Says Man Group CEO
https://www.bnnbloomberg.ca/us-recession-inevitable-to-curb-inflation-says-man-group-ceo-1.1840482
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Boaz Weinstein : CIO Saba Capital
Global stocks could be heading for a decades-long bear market,
https://finance.yahoo.com/news/global-stocks-could-heading-decades-120028534.html
