Ann: CI1 appoints Group Chief Operating Officer, page-246

It's macro economic anaylsis, and ray dalio isn't the only one talking about the status of the us reserve currency and the status of the debt.
heres a interview of stan druckenmiller talking about it

just because credit intelligence is posed for a good enviorement, doesn't mean that the short falls off management can be overlooked. even sailing with perfect winds if the capitains drunk at the wheel you will steer of course. Could start with some accountability on the insider selling.

EDIT: i'm gunna bet you have no idea who stan druckenmiller is even though hes a behamoth in the finance world.