July 23, 2021

4 thoughts on “Ray Dalio’s Exceptional Insight!

  1. Thank you for typing it out 🙂
    I watch Mr Dalio too.

    "Remember asset class always outperforms cash! The only exception is during Depression."

    agree! remember asset class does not always equals equities only.

    "China needs to restructure their economy which is a difficult thing to do, and they also have a balance of payment issues. (i.e. outflows).

    Leadership to manage it matters! According to Ray Dalio’s contact in China, he claimed that China has very capable people in leadership. But not the stock market handling recently. That is not capable. Dalio thinks that China leadership capability is equal to the best in the world.

    Heart Transplant
    It is like China is going through a Heart Transplant! You need to right execution but it is going to be fine in the long term after the operation but it weakens you. But you will get through it and be better than before."

    just talking about this: http://sgbudgetbabe.blogspot.sg/2016/03/how-china-will-affect-singapores-stock.html?showComment=1458487781548#c6516583389311602402

    "Next big move – QE3 or even Monetary policy 3 where money is put directly into the hands of spenders. "

    I'm betting on fiscal policy. Bernie probably may not win but he may have helped putting part of the solution out there – http://www.businessinsider.com/bernie-sanders-spending-plans-would-radically-change-the-us-2015-7?IR=T&r=US&IR=T

    Crumbling infrastructure in America – http://www.cnbc.com/2013/11/21/crisis-in-america-a-crumbling-infrastructure.html

    1. Hi SMK,

      Thanks for the comments and dropping by.

      Yes, agree that asset class is not necessary equities. Over time equity is still one of the best performing asset class, but dictated by what and when we buy though.

      I read your comments on BB blog and indeed not all overcapacity in China will be converted into internal consumption. The inefficiencies have to go. Perhaps this is part and parcel of an overheating economy cooling down.

      As for US, the innovations and technology advancements of businesses will never going to let them down during our lifetime. It is just so vibrant. The drag is going to be politics and government, I think.

  2. You can get a 106 page pdf file titled
    Principles by Ray Dalio on the Bridgewater website. It details his life and management principles.

    1. Hi My2cents,

      Thanks for dropping by and noted your kindness in sharing.

      Ray Dalio is one of my favorite investors as far as macro investing is concern and his views about economy going back more than 100 years.

      Below are other articles I wrote about Ray Dalio last year. There is also a 300 over pages free pdf on his economic principles which I read last year as well.




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