RSS Amplifier

Blog

Principled Perspectives

For over 50 years, global macro investor Ray Dalio led Bridgewater Associates, growing it from a NYC apartment to the world's largest hedge fund. He is also a #1 New York Times bestselling author.

raydalio.substack.comSource feed ↗10 posts

Live Last read · last published · next check

Written by

Latest posts

My Reflections on July 4th as America Turns 250

Originally shared on July 4th

The Tribute System: The New World Order

On Chinese Culture, the Tribute System, the 100 Years of Humiliation, The Art of War, “One China with Taiwan Part of China,” Where We Are Now, and Where We Are Headed

Investment Principles: What Should You Do Under Existing Conditions?

This note is about how to play the investment game given what’s happening now.

Principled Thinking and AI Need to Go Together

What is the best approach to being effectively intelligent now that human intelligence and artificial intelligence are merging?

Why I Recommend Being a Global Macro Long-Short Investor

I’m at a stage of my life in which I want to pass along principles I’ve learned that have helped me to people who want them, especially principles about investing because I have a demonstrated subject matter expertise in that area, which is important.

Long Island University Commencement Speech

For me, who graduated from LIU 55 years ago, to pass along what I’ve learned over those 55 years to the graduating class of 2026 was a déjà vu joy.

The Big Thing: We Are In A World War That Isn’t Going To End Anytime Soon.

For today, that is most importantly that the US-Israel-Iran war is just part of a world war that we are in and that isn’t going to end anytime soon.

The Concept and Mechanics of an All Weather Portfolio

I believe that some of the most important investment principles I can pass along are about what an “All Weather Portfolio” is and how to build such a portfolio.

It All Comes Down to Who Controls the Strait of Hormuz: The “Final Battle"

I have found that most wars are filled with big disagreements about what is likely to happen and big surprises.

Investing In Light Of The Big Cycle

Because so many people asked, I am now passing along to you the book's next chapter, "Investing in Light of the Big Cycle."