Category Archive: 9d) Fund and Hedge Funds

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Wealth vs Money

2026-02-12

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Wealth isn’t worth anything unless it can be converted into money to spend. And when there’s a lot of wealth relative to the amount of hard money available — like we’re seeing today — bubbles are created. @nikhil.kamath

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Ray Dalio on What Has Changed in the United Sates in the Last 10 Years

2026-02-11

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The changes in the US over the last decade — rising inequality, massive deficits, and a shifting global outlook — are not isolated events. They are all interconnected and part of a dynamic that has occurred many times before for largely the same reasons. Understanding the mechanics at play matters far more than reacting to any short-term noise. Studying these patterns can help you understand why populism of the right and the left is rising...

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What Happens When a Country Accumulates Too Much Debt?

2026-02-10

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All empires since the Dutch have used capitalism to create a virtuous cycle that leads to an empire’s demise.What happens when an empire can no longer borrow the money necessary to repay its debts? History shows us that having too much debt during an economic downturn leads to a classic, self-reinforcing cycle where: 1) The empire can no longer borrow the money to repay its debts 2) It prints a lot of new money, which devalues the currency and...

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Ray Dalio’s Strategy for Valuing Assets

2026-02-09

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All assets are valued in the same way: Their appreciation in price and their yield. Thinking about assets like this allows you to compare them. That’s important, because when you’re looking at the markets, you don’t want to just think about the absolute return. You want to be short on the assets that will have lower returns relative to those that will have higher returns. @nikhil.kamath

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AI Will Impact Every Industry

2026-02-05

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I’ve always tried to systemize everything I did. I wrote down my criteria and decision rules to help me see the bigger picture and make better decisions. That’s why I’ve used AI to create a digital twin to help me reach people looking for coaching or mentorship. It’s currently in beta testing — sign up if you want to have a conversation to see what it’s like.

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Today’s Environment Doesn’t Change the Fundamental Laws of Success

2026-02-04

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Is it harder to start today? 📉 The truth is, the environment has changed. You need more resources for compliance and regulation than I did when I started. But the core principle remains: Money follows talent. If you have the ideas and can demonstrate the logic behind them, the capital will find you. That’s how I went from playing the markets as a kid to managing an account for the World Bank. Are you focused on the money, or are you focused on...

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Making Investment Decisions

2026-02-03

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How do people make decisions? It works pretty much the same way for all of us. Your brain takes in information and puts it through a set of criteria that determine action. Those criteria are the cause-effect relationships that exist all around us. Understanding how they work is critical, because causes lead to effects. And if you understand the causes, you can bet on the effects. @nikhil.kamath

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The Importance of Capitalism in Building Powerful Empires

2026-02-02

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What can the former Dutch Empire teach us about the importance of capitalism in driving long-term success? #principles #raydalio

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My Thoughts on US & Global Current Events

2026-01-31

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Many people seem shocked by what’s happening, most recently in the Minneapolis and Greenland conflicts, though also in many other ways over the last year. In my opinion, that’s because they don’t understand what’s going on with the breakdown of the post-World War II monetary, domestic political, and international political orders. This is happening in classic Big Cycle ways that have repeated throughout history and were laid out in detail in my...

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Ray Dalio’s Key for Developing Good Workplace Culture

2026-01-29

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I’ve learned that culture isn’t something you write down—it’s something that emerges from how people actually behave. The incentives you create, the feedback you allow, and the principles you enforce will determine whether an organization learns and evolves or repeats the same mistakes. If you want better outcomes, start by designing a culture that’s aligned with reality.

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Mein Blick auf den Markt! Was ist 2026 besonders als Investor?

2026-01-29

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Https://invest.kasona.ai 👈 Kostenlos den eigenen Quartals-Review erstellen https://tally.so/r/jalPKQ 👈 Event Anmeldung _ Datum der Aufnahme war der 22.01.2026 _ 📚 Von Dr. Markus Elsässer 3.📚 "Die sechs entscheidenden Lektionen des Lebens" - *https://amzn.to/3GxUW46 2.📚 "Dieses Buch ist bares Geld wert" *https://amzn.to/44BzN19 1.📚 "Des klugen Investors Handbuch" *https://amzn.to/3Gu90vt _ Dr. Markus Elsässer, Investor...

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Ray Dalio’s Point of View on Wealth Taxes

2026-01-28

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The income and wealth gap in the US are the highest they’ve been in almost 100 years. It’s something that need to be addressed before it creates even more extreme internal conflicts. However, I worry about the practical impacts of wealth taxes on the economic system. And that’s because there’s a difference between wealth and money. It’s all about the mechanics. Bubbles burst when there’s a need for money to generate cash flow. Wealth taxes...

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Ray Dalio on Austerity in the Big Debt Cycle

2026-01-27

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If you want to understand everything you’re hearing about budget deficits and tariffs, you need to understand the big debt cycle. But if you’d like more context on how all of these pieces come together, I recommend you watch my 45 minute-explainer “Principles for Dealing with the Changing World Order” here: #principles

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The Big Cycle: Reaching the Top

2026-01-26

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It's now happening. The existing fiat monetary order, the domestic political order, and the international geopolitical order are all breaking down, so we are at the brink of wars. It all is happening because of the Big Cycle that is driven by the five big forces I've described repeatedly and laid out in detail in my book and Youtube video titled Principles for Dealing with The Changing World Order.

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Ray Dalio on Gold as a Reserve Currency

2026-01-23

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We need to talk about money — what it is, how it works, and what its value is. When it comes to gold, some people view it as a commodity to speculate on. But it’s so much more than that. It’s the second largest reserve currency in the world. And it’s an important hedge against risks to fiat currencies.

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Ray Dalio’s Message from Davos

2026-01-22

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Here are my thoughts from this year’s World Economic Forum. If you’re interested in understanding more about how the world order is changing and what it all means, you can sign up for my newsletter at the link below: https://economicprinciples.org/subscribe

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The Monetary Order Is Breaking Down

2026-01-22

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The changing monetary order and the changing geopolitical order clearly came together at Davos and especially at the moment of President Trump's speech. President Trump's threats to impose trade war punishments and to use military war were red lines for European leaders that would have led them to respond with capital war actions on purchases of US assets, especially debt assets, and trade war tariff retaliation. President Trump's speech was a...

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The Principles for Dealing with the Changing World Order – 5 Minute Version

2026-01-21

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It's now happening. The existing fiat monetary order, the domestic political order, and the international geopolitical order are all breaking down, so we are at the brink of wars. It all is happening because of the Big Cycle that is driven by the five big forces I've described repeatedly and laid out in detail in my book and Youtube video titled Principles for Dealing with The Changing World Order. You can watch the full version of Principles for...

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Ray Dalio Reflects on 2025

2026-01-16

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I think it’s safe to say that 2025 was a very interesting year. And I think I see it very differently than most. You probably saw a lot of headlines about AI and tech stocks. While that was a big story, I don’t think it was the most important thing. The big story in the investment world was the depreciation of the value of fiat money and how that impacted the price of gold. That’s how 2025 looked through my eyes, at least. I’m curious to hear...

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Wachstum als Unternehmer: So sollten Sie sich finanzieren!

2026-01-14

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Am 18. Oktober 2025 fand in Antwerpen unsere große U40-Veranstaltung statt mit dem Thema: „Erfolg ist kein Zufall: Der Weg zum selbstbestimmten Leben“ _ 📚 Von Dr. Markus Elsässer 3.📚 "Die sechs entscheidenden Lektionen des Lebens" - *https://amzn.to/3GxUW46 2.📚 "Dieses Buch ist bares Geld wert" *https://amzn.to/44BzN19 1.📚 "Des klugen Investors Handbuch" *https://amzn.to/3Gu90vt _ Dr. Markus Elsässer, Investor und...

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