*UPDATE *: Unfortunately, the document has been deleted. Originally, it was Ray Dalio's piece, 'A Template for Understanding Whats Going On.' We apologize for those of you wanting to read it, but institutions are understandably protective of these confidential documents.
Here was the original post:
Hat tip to Mebane Faber for flagging and uploading this. 'A Template for Understanding Whats Going On' by Ray Dalio of Bridgewater Associates. This was originally written back in October, but he's gone back and updated it for March. Definitely a great read (RSS & Email readers come to the blog to view it). We've also posted some of Ray's thoughts on the market before as well.
Since the document is no longer there, we'll substitute it with his 'D-process' interview from February so you can at least get some of his thoughts. Thanks.
