Ray Dalio runs one of the largest, most successful hedge funds in the world. The premise of his investment philosophy is that there is enough evidence from world history to be able to make informed decisions on things like markets and macroeconomics.
In a just-published letter posted on LinkedIn, Dalio makes the case for why we should sit up and take notice of how the markets are reacting to President Trump…
Now that we’re a month past the election and most of the cabinet posts have been filled, it is increasingly obvious that we are about to experience a profound, president-led ideological shift that will have a big impact on both the US and the world. This will not just be a shift in government policy, but also a shift in how government policy is pursued. Trump is a deal maker who negotiates hard, and doesn’t mind getting banged around or banging others around. Similarly, the people he chose are bold and hell-bent on playing hardball to make big changes happen in economics and in foreign policy (as well as other areas such as education, environmental policies, etc.). They also have different temperaments and different views that will have to be resolved.
Keep reading:
Reflections on the Trump Presidency, One Month after the Election (LinkedIn)
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