✳flâneur — a map of the web's best reading
Ray Dalio on X: "Investment Principles: What Should You Do Under Existing Conditions? " / X
x.com · 713 words · saved by 1 readers
https://t.co/sFqU1M6CzH
@RayDalio: Investment Principles: What Should You Do Under Existing Conditions? This note is about how to play the investment game given what's happening now. Imagine that you’re playing a game like bridge, poker, backgammon, or chess and have to make your move, and you have a computer that works with you to assess the circumstances and suggest a move. That’s what playing the investment game is like for me. Whether or not you have a computer to help or not, I believe that you should: Ask yourself what move to make given how the board is configured (i.e. given the existing characteristics of
Explore this link on the map →saved by
related reading
- Are We Underestimating How AI Will Change Private Markets? - Colossuscolossus.com
- You Can’t Trust the AI Hypepalladiummag.com
- Is It a Bubble?oaktreecapital.com
- a16z: The Power Brokers - Not Boring by Packy McCormicknotboring.co
- How The AI Bubble Is Being Masked Within Big Tech | ZeroHedgezerohedge.com
- Deal Flow is Now Table Stakeskonvoy.vc
- What We’re Reading (Week Ending 11 October 2020) - The Good Investorsthegoodinvestors.sg
- Midwit-Adjacent Investingdrorpoleg.com
- Are We on the Brink of an AI Investment Arms Race?bridgewater.com
- Small Themes: June 2026 - Citrini Researchcitriniresearch.com
- I Beg to Differoaktreecapital.com
- Musings on Marketsaswathdamodaran.blogspot.com