| 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 stepping back from crossing that red line. #WEF26 #raydalio |
You Might Also Like
This is the Holy Grail of Investment Strategy
2026-01-09
My mantra of investing is fifteen good uncorrelated return streams risk balanced. What is yours?
#principles #raydalio #mentor #geopolitics
Ray Dalio on the Importance of Hiring Well
2025-12-18
Hiring isn’t about guesswork — it’s about data. If you know what people are like, you know what you can expect from them. I systematized this process to help match the right people to the right jobs. And remember, the evaluation process never stops. @TheDiaryOfACEO
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.
Tags: Featured,newsletter,Ray Dalio
27 pings
Skip to comment form ↓