| Last week, I shared a chapter from my 2021 book Principles for Dealing with the Changing World Order that details the classic signs to watch for as the world geopolitical order breaks down in a classic progression of events that I call the "Big Cycle." By knowing what this classic process looks like and then comparing it with what is happening, one can better understand what is happening and what might happen. The article was very popular, getting more than 75 million views, and a number of people asked what it all meant for investing. Because so many people asked, I am now passing along to you the book's next chapter, "Investing in Light of the Big Cycle." I think that it gives a good perspective on investing at this time. You can read the full chapter here: https://open.substack.com/pub/raydalio/p/investing-in-light-of-the-big-cycle?r=7i6zcq&utm_campaign=post&utm_medium=web You can you can also sign up for email notifications here: https://economicprinciples.org/subscribe and if you want to be notified when I post, please tap the 🔔 button. |
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Ray Dalio’s Point of View on Wealth Taxes
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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 would create a situation where people who are wealthy on paper need to sell assets to cover their liabilities. And that can quickly create a dynamic that leads to a broader issue.
It’s something to watch in the coming years.
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The Importance of Having a Reserve Currency
2025-12-08
When an empire runs out of its own money, it is able to increase the supply of money. However, printing more money causes borrowing to increase creating a financial bubble. I urge you to watch “The Changing World Order” on my YouTube channel to understand how, and what it means for all of us.
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Easy Money Seems like Cure All— Until It’s Not
2025-12-03
Easy money is a cure all, until it’s not. It’s hard to know when you have to put on the brakes and when things might pop.
Today, the stock market is at its peak, gold is through the roof, and the wealth gap continues to increase. And in terms of what comes next, it looks like we’re going to see a significant easing of monetary policy along with less regulation.
I recently sat down with CNBC’s Andrew Ross Sorkin to discuss all of this and more. You can find the full video at the link in the comments.
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