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Bridgewater Associates send out Daily Observations to their clients, but I haven't found many traces of these publications online. The series started some 40 years ago by Ray Dalio, and there're just few papers lying around.

Some publications are available upon registration on bwater.com:

  • Formula for Economic Success - Part 2 - October 31, 2012
  • Formula for Economic Success - Part 1 - October 30, 2012
  • Seeing Today's Crisis from Two Worlds - June 18, 2012
  • Hedge Fund Returns Dominated by Beta - May 3, 2012
  • Asset Class Returns in Deleveragings - April 19, 2012
  • A Beautiful Deleveraging - February 24, 2012
  • Update on the Seismic Shift - January 3, 2012
  • Approaching the Seismic Shift - April 25, 2011
  • More Will Likely be Necessary from the Fed - July 29, 2010
  • The New Decade: 2010-2019 - January 11, 2010
  • A Modern Day D-Process - April 28, 2009
  • Great Moves! - September 19, 2008
  • An Inflection Point in Banking - April 29, 2008
  • Hedge Funds Selling Beta as Alpha (An Update) - May 24, 2005
  • The Biggest Mistake in Investing - August 18, 2004
  • It's All Macro - May 7, 2004
  • The Next Decade - January 5, 2000
  • The First Day of the New...Decade, Century, or Millennium - January 4, 2000

But that's just a fraction of them. Are there more anywhere else?

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