Tag Archive

In his book – Principles for Navigating Big Debt Crises, Ray Dalio discusses the recurring nature of bubbles in various markets, emphasizing their commonalities despite differing specifics. Understanding the logical cause-and-effect relationships behind bubbles allows for their identification before they manifest as significant crises. By recognizing these patterns and indicators, investors … Read More

During his recent presentation at The Greenwich Economic Forum, Ray Dalio discusses the importance of diversification across countries, asset classes, and currencies. He outlines three key factors for evaluating countries: financial health (whether the country earns more than it spends), an environment that promotes healthy competition and productivity, and the … Read More

During this interview with WSJ, Ray Dalio emphasizes the importance of financial security and diversification. He advises first establishing financial immunity to unexpected job loss by securing essential funds. Next, focus on achieving real returns and diversifying investments. Dalio highlights the significance of finding 15 good, uncorrelated return streams to … Read More

One of the best resources for investors are the publicly available 13F-HR documents that each fund is required to submit to the SEC. These documents allow investors to track their favorite superinvestors, their fund’s current holdings, plus their new buys and sold out positions. We spend a lot of time … Read More

During his recent interview with WSJ, Ray Dalio explains why he sees gold as a great hedge right now. Gold is a reliable store of wealth when inflation erodes the purchasing power of fiat currencies. When central banks and governments monetize debt, leading to increased money supply and potential devaluation, … Read More

In this interview with Columbia University, Ray Dalio recommends taking a thoughtful and systematic approach to decision-making. He emphasizes the importance of identifying and writing down the criteria used to make decisions, suggesting that this allows for a methodical evaluation and improvement of decision-making processes. He explains that by systematizing … Read More

During his recent update on The Five Big Forces Shaping 2024, Ray Dalio explained why gold should be part of a balanced portfolio to mitigate risks across various market conditions. A balanced portfolio typically includes assets that provide protection against inflation and other economic uncertainties. Gold is highlighted as a … Read More

In his latest article titled ‘To Answer the Question of Why I Invest in China’, Ray Dalio explains why he invests in China: Experience and Success: He has a long history of successful investing in China, and believes his approach can handle both good and bad markets Love for China: … Read More

In his recent article titled Are We In A Stock Market Bubble?, Ray Dalio has developed a set of criteria to identify bubbles in various markets, including stocks, real estate, and commodities. These criteria include high prices relative to traditional valuation metrics, unsustainable growth expectations, an influx of new and … Read More

In his latest post on Linkedin, Ray Dalio is cautioning against being too optimistic about the economy in 2024. He believes that there are some risks that could lead to a more negative outcome than the market is currently expecting. Here’s an excerpt from the post: The way markets work … Read More

One of the best resources for investors are the publicly available 13F-HR documents that each fund is required to submit to the SEC. These documents allow investors to track their favorite superinvestors, their fund’s current holdings, plus their new buys and sold out positions. We spend a lot of time … Read More

In his book Principles Life and Work, Ray Dalio explains why embracing mistakes are crucial for learning and growth. Most investors often feel bad about them or blame others. This hinders their progress and prevents them from reaching their full potential. Key points on embracing your mistakes include: Mistakes are … Read More

During his recent interview with Finimize, Ray Dalio explained why stock returns appear low compared to interest rates, so careful diversification is important. He also discussed why the “best” companies aren’t necessarily the best investments; undervalued “worst” companies can offer better returns. Price matters heavily – like in a horse … Read More

In this interview with Money Maze, Ray Dalio discusses the painful mistake that taught him the importance of not always assuming one is right and highlighted the greatest tragedy of individuals and humanity as a whole—confidently thinking they are right without stress-testing their ideas with the input of intelligent, dissenting … Read More

In this interview with Value Investing with Legends, Ray Dalio explains how his approach to investing is to focus on return streams rather than asset classes. He defines a return stream as “a decision rule that would produce return streams.” He then goes on to explain that he can construct … Read More

In this interview with Bloomberg, Ray Dalio explains why cash is now a relatively attractive asset class. Here’s an excerpt from the interview: Dalio: So number one is respect what you don’t know and know how to diversify well. Because diversifying allows you to reduce your risk by up to … Read More

One of the best resources for investors are the publicly available 13F-HR documents that each fund is required to submit to the SEC. These documents allow investors to track their favorite superinvestors, their fund’s current holdings, plus their new buys and sold out positions. We spend a lot of time … Read More

In his book, Principles Life and Work, Ray Dalio provides his 5-Step formula for investing success. Here’s an excerpt from the book: So in 1975, after a quick two-year stint on Wall Street after school, I started Bridgewater. Soon after, I got married and began my family. Through this time … Read More

In his book, Principles Life and Work, Ray Dalio provides three lessons on making money in the stock market. Here’s an excerpt from the book: It was the 1960s. At the time the stock market was booming and everyone was talking about it, especially the people I caddied for. So I … Read More

One of the best resources for investors are the publicly available 13F-HR documents that each fund is required to submit to the SEC. These documents allow investors to track their favorite superinvestors, their fund’s current holdings, plus their new buys and sold out positions. We spend a lot of time … Read More