Ray Dalio & Jim Rogers Warn US Debt: Is US Stocks's Fall Inevitable?

Ray Dalio warns investors to allocate 15% of their portfolio to gold and crypto because of skyrocketing U.S. government debt On August 1st, Jim Rogers believes that the next U.S. crisis will be the worst one in his lifetime. Rogers expressed deep concerns about U.S. debt, saying, “Most people are turning a blind eye to America's debt problem, which will lead to severe consequences.” --------- How do you view Jim Rogers' decision to exit U.S. equities entirely? Will the notion of “East rising, West declining” truly come to pass?

Just buy and hold ! I believe will go up ⬆️ 🆙 🔝
avatarkoolgal
08-08
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avatarkoolgal
08-08
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avatarReefm
08-07
Interesting take on the situation. Something worth reading if you have a spare minute.
avatarKangzzz
08-07
[Call]  [Call]  [Call]  
avatarWeChats
08-04
🧨 “The West Declines, The East Rises”? What This Debt Warning Means for Investors Two legendary investors are sounding alarms. Ray Dalio recommends allocating ~15% of your portfolio to gold or Bitcoin as a hedge against an eventual U.S. debt crisis. Meanwhile Jim Rogers is heading for the exit—saying he no longer trusts U.S. equities. Their shared concern? U.S. national debt has surged past $36 trillion, with interest expenses now exceeding spending on both defense and Medicare. Is this pessimism warranted—or premature? --- 📉 Is U.S. Stocks’ Fall Inevitable? Critics argue the stock market is priced too richly for a fiscal crisis. S&P 500’s forward P/E stands above 27×, a premium for the current macro backdrop. Rising Treasury yields and ballooning interest cost, now rival or exceed def
Jim Rogers’ decision to exit U.S. equities entirely—and Ray Dalio’s increasingly loud warnings—shouldn’t be dismissed as just another round of doomsday punditry. These aren’t TikTok day traders, but two of the most battle-tested macro investors of the last half-century. When they say America’s debt crisis is a ticking time bomb, it’s worth paying attention—even if you don’t agree with every part of their thesis. Dalio’s call to have at least 15% in gold and crypto is a blunt reminder that diversification isn’t just about chasing the next hot sector, but preparing for the tail risk that the U.S. dollar, Treasury market, and American economic dominance may not be eternal. As U.S. debt breaks record after record, interest payments eat a growing chunk of the federal budget, and political dysfu
Jim Rogers’ decision to exit U.S. equities entirely—and his dire warnings about U.S. debt—must be viewed within the broader context of his long-standing macroeconomic views. He has consistently held a contrarian and globalist perspective, often favouring emerging markets, commodities, and hard assets over developed market equities. Assessment of Jim Rogers’ Exit from U.S. Equities Merits: U.S. Debt Risk: The United States' national debt exceeds $34 trillion, with interest payments now surpassing defence spending. This raises legitimate concerns about long-term fiscal sustainability and potential crowding out of private investment. Valuation Concerns: U.S. equities, particularly large-cap tech stocks, are trading at elevated valuations relative to historical norms. Geopolitical and Structur

The Debt Time Bomb: Ray Dalio’s Case for a Coming Stock Market Reckoning

$S&P 500(.SPX)$ $Invesco QQQ(QQQ)$ $iShares 20+ Year Treasury Bond ETF(TLT)$ A Warning That Can’t Be Ignored Ray Dalio, the billionaire founder of Bridgewater Associates and one of the most respected macro investors of our time, has once again raised the alarm about the United States' mounting debt burden. His warning echoes a growing chorus of concern from economists, central bank officials, and institutional investors alike: the trajectory of U.S. fiscal policy is unsustainable. But Dalio goes a step further—suggesting that the rising debt, coupled with long-term structural imbalances, could trigger not just bond market turmoil, but a broad decline in U.S. eq
The Debt Time Bomb: Ray Dalio’s Case for a Coming Stock Market Reckoning
avatarShyon
08-04
The warnings from Ray Dalio and Jim Rogers about the U.S. debt situation have caught my attention. Ray Dalio's advice to allocate 15% of my portfolio to gold and crypto due to the skyrocketing U.S. government debt makes me think about diversifying my investments. I see the logic in protecting my assets against potential economic instability. Jim Rogers' statement on August 1st about the next U.S. crisis being the worst in his lifetime resonates with me. His deep concerns about the U.S. debt, and the idea that most people are ignoring this problem, leave me feeling uneasy. I wonder if the severe consequences he predicts are closer than I realize. Regarding Jim Rogers' decision to exit U.S. equities entirely, I find it a bold move that prompts me to reflect on my own strategy. I respect his
avatarShyon
08-04
I have faced this exact dilemma many times. A strong stock keeps climbing, backed by great fundamentals and solid earnings, yet every time I look at it, it feels like it is already too expensive to enter. It becomes even more frustrating when I sit on the sidelines watching it go higher without me. But I have learned that discipline is key when it comes to choosing the right entry point. To avoid emotional trading, I always make sure I have a clear technical setup before entering a trade. I do not chase green candles just because everyone else seems to be piling in. If the chart does not align with my entry strategy, I will stay patient, even if it means missing the trade. This is hard to do sometimes, but in the long run, it protects me from buying at unsustainable levels. I rely heavily
avatarkoolgal
08-04

Titans and Tectonics : Riding the Risk with Jim Rogers and Ray Dalio

🌟🌟🌟There is a storm brewing in the vaults of global finance.  Ray Dalio, founder of Bridgewater Associates, urges us to stake 15% in Gold and Crypto to shield against America's debt deluge.  Meanwhile, Jim Rogers, legendary Quantum Fund Co Founder, has exited US equities entirely, warning that the next crisis will be the worst of his lifetime.  When titans like these 2 men sound the alarm, you listen, not with panic but with a shrewd plan. Jim Rogers : Contrarian Maverick in a Changing World Jim Rogers doesn't just invest, he time travels with economic cycles.  After conquering markets with George Soros in the 1970s, he turned his gaze to commodities and long term global trends.  Global Macro Focus : From agriculture to gold, Jim Rogers bets big when the masses loo
Titans and Tectonics : Riding the Risk with Jim Rogers and Ray Dalio
Believe in Ray Dalio. US debt is seriously astronomical. When will everything collapse. Now it makes me wonder if USD is the safe haven everyone once thought. Perhaps crypto and gold would be a safer bet? I really dont know.

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avatarxc__
08-03

Debt Crisis Looms: Will Dalio and Rogers’ Warnings Crash U.S. Stocks?

The U.S. stock market is riding high, with the S&P 500 at 6,297.36 and Nasdaq at 20,884.27, but ominous warnings from investing legends Ray Dalio and Jim Rogers cast a shadow. Dalio, founder of Bridgewater Associates, predicts a potential “economic heart attack” within three years due to the U.S.’s ballooning $36.2 trillion national debt, urging investors to allocate 10-15% of portfolios to gold and crypto as a hedge. Rogers, a veteran investor, goes further, warning that the debt could trigger the worst crisis in his lifetime, prompting his complete exit from U.S. equities. With tariffs, geopolitical tensions, and rising interest costs adding fuel to the fire, is a stock market fall inevitable? Will the “East rising, West declining” thesis reshape global markets? This deep dive explor
Debt Crisis Looms: Will Dalio and Rogers’ Warnings Crash U.S. Stocks?
Ray Dalio is an American Hedge Fund Manager. He sold his final Bridgewater stake after predicting debt collapse. While continuing to voice economic warnings, Bridgewater founder Ray Dalio recently increased his recommended allocation to Bitcoin and gold to 15%. Billionaire investor Ray Dalio has said his goodbye to Bridgewater Associates, a hedge fund giant he founded 50 years ago. Dalio sold his last remaining stake in Bridgewater and stepped off its board, The Wall Street Journal reported on Thursday. After buying Dalio's shares, Bridgewater reportedly issued new shares to the sovereign wealth fund of Brunei in a multibillion-dollar deal that brought it an almost 20% stake in the company. Dalio predicts "worse than a recession" coming. Dalio's latest Bridgewater sale marks the final chap

Ray Dalio Sells Out to Bridgewater: The Final Chapter of a 50-Year Legend

August 1, 2025 — Bridgewater Associates completed its buy-back of every share still held by Ray Dalio, simultaneously removing his board seat. At 76, the godfather of hedge funds has executed a clean, dual exit—financial and governance—from the firm he founded half a century ago.For Tigers: Would you rate Dalio a perfect 10, or does the legend still carry regrets?Bridgewater in One SnapshotAssets Under Management: ~US$92.1 billion—still the world’s largest hedge fund.Performance: Pure Alpha 18% vol fund is up 17 % net in H1 2025, beating most macro peers.Valuation: Brunei’s sovereign fund just redeemed cash and then turned around to buy a minority stake in the parent—a back-door “IPO-level” price tag. Translation: Dalio cashed out at the absolute peak of brand and scale.Dalio: Turning Near
Ray Dalio Sells Out to Bridgewater: The Final Chapter of a 50-Year Legend

Lessons from the Legend

📉 1. Warren Buffett – “Be Greedy When Others Are Fearful” • Example: In 2008–09 financial crisis, while the market panicked, Buffett bought Goldman Sachs, GE, and BNSF Railway. • Quote: “Opportunities come infrequently. When it rains gold, put out the bucket, not the thimble.” • Buffett doesn’t flinch during corrections. He adds only if fundamentals remain strong. ⸻ 🧠 2. Charlie Munger – “The Big Money Is Not in the Buying or Selling…” • Quote: “The big money is in the waiting.” • Example: Held Coca-Cola for decades, even during flat or falling periods. • Munger believed in letting the compounding engine work over time — not re
Lessons from the Legend