RSS Feed
Twitter
Facebook
Email
HomeThe Classic Wisdom of Ray Dalio
Posted by Larry Doyle on May 29th, 2012 5:22 AM |
I somehow overlooked a recent interview in Barron’s with Bridgewater’s Ray Dalio. Having sung his praises more than a few times over the last few years (link here), Dalio once again does not disappoint.
Can a deleveraging process be “beautiful?” Are there strong comparisons between Europe today and the birth of our democracy back in the late 1700’s? What lies ahead for world economies? Might we see more quantitative easing? How long might all this last?
Folks, this interview is a little lengthy but Dalio touches all the bases. If you have any interest whatosever in our global economy and markets, then find the few minutes to absorb the wisdom of Ray Dalio. This “classic sense on cents” is a MUST read . . . (more…)
Ray Dalio Speaks, Sense on Cents Listens
Posted by Larry Doyle on March 3rd, 2012 8:05 AM |
While most people see the trees, the waves, and the stars, there are a few money managers and economists out there who see and speak truly about the forest, the oceans, and the galaxies.
Who are a few of these individuals?
Jeremy Grantham of Grantham Mayo, whom I highlighted a week ago. Bob Rodriguez of First Pacific Advisors of whom I have written often. Harvard economist Kenneth Rogoff is without peer in understanding and delivering on the depth and breadth of our global economic crisis. I personally think the Fletcher School of Law and Diplomacy’s Amar Bhide is in a class with only Simon Johnson in addressing what the world of finance needs to do in correcting itself circa 2012.
Who else also occupies the loftiest of spots in the Sense on Cents Hall of Fame and distinguishes himself along with these other luminaries?
Sense on Cents 2011 Halls of Fame and Shame
Posted by Larry Doyle on January 1st, 2012 12:41 PM |
America wakes up this morning hopeful for a new year filled with peace and prosperity. Sense on Cents welcomes spreading our spirit of optimism.
Before we move forward, though, let’s take an accounting of 2011 and induct those most deserving into our Sense on Cents’ 2011 Halls of Fame and Shame.
Prior to our induction ceremony today, I am sure there are many in the crowd who may want to review our past award winners. On that note, I humbly submit:
Sense on Cents 2009 Halls of Fame and Shame
From the above Fame and Shame lists, I believe the top three in each Hall deserve special recognition. On that note, the medals go to the following: (more…)
Ray Dalio: “Know What You Don’t Know”
Posted by Larry Doyle on October 25th, 2011 9:24 AM |
Ray Dalio occupies a very special place in the Sense on Cents Hall of Fame.
Dalio is widely regarded as running the most successful money management operation in the world today, that being Bridgewater Associates.
While I certainly admire Dalio’s financial acumen, I most appreciate Dalio’s philosophical approach to the markets and the world as a whole. Our country would be in a far better position if we were able to get the political crowds in Washington and our state capitols to listen to and embrace Dalio’s approach and his perpetual pursuit of the truth.
Dalio was recently interviewed by Charlie Rose. While the interview runs for 37 minutes, the wisdom Dalio shares lasts a lot longer than that. What does Dalio highlight? (more…)
A Good Man
Posted by Larry Doyle on October 23rd, 2010 8:34 AM |
Morning in America and life is truly good.
Despite the ongoing challenges facing our nation and our world, hope does spring eternal. Why do I touch upon this often overused yet underappreciated sense of being and way of life?
Since launching my blog in January 2009, I have received innumerable comments and personal e-mails from readers. I thank each and every person who takes the time to write and share sentiments on the wide array of topics I address. I write today of “A Good Man” because I wake up this morning having received a message overnight from a reader which truly touches me. I am compelled to share it with you. I would hope those who read it will in turn share it with others. (more…)
Ray Dalio’s ‘Hyper-Realism’ Defines ‘Sense on Cents’
Posted by Larry Doyle on October 22nd, 2010 9:12 AM |
In a world awash with lies, obfuscation, backstabbing, conflicts of interest, and those who prosper via these machinations, are there individuals and companies whose very core is defined by a perpetual pursuit of truth, transparency, and integrity? Of course there are many people who cherish these virtues and try to live and work by them. That said, within even the most well-intended organizational structure these principles will seemingly often be compromised for a variety of reasons. Is there an organization that not only promotes the pursuit of these virtues but has actually made them the foundation on which it operates and invests?
In fact there is. Let’s take a hard look at perhaps the single most successful fund in the markets today with a track record of success that would be the envy of all. I am talking of Bridgewater Associates based in Westport, CT.
Bridgewater is run by Ray Dalio. What does Ray have to say about his corporate philosophy? Let’s navigate as Ray writes, (more…)
