The Plaque In Our Economy Debt

2026-04-06

When you’ve been in the markets for as long as I have, you tend to become a hyperrealist.

I’m not idealistic so I don’t get demoralized by things that happen. Instead, I view everything as a learning experience. Things that happen are interesting and informative and can tell you a lot about the various systems at play.

That’s my view in general, and it’s also how I feel about the decisions that continue to raise the US debt.

2026-02-05

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.

2026-02-04

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 the talent? Let me know in the comments. 👇

2026-01-26

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.

2026-01-22

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

2026-01-16

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 if you see things the same way.

You can find my article “2025” on LinkedIn and X.

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.

#principles #raydalio

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.