Barron's Online - Bipolar Disorder
This is an interview with Ray Dalio, CIO of Bridgewater Associates. I do not know if this Bridgewater is affiliated with the Bridgewater that I have written about as appearing on CNBC Asia with Stephen Gollop, but some of the view are similar. You will need a subscription to read it.
He is bullish on commodities and his two favorite equity markets are Australia and Canada (commodity based economies). His biggest equity exposure is Australia.
I am big on Oz and have started to think about adding Canada. I do have exposure to Norway and New Zealand too.
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1 comments:
I read the article as well. The piece was quite an interesting read. I especially thought Mr. Dalio's last comment at the end - that investors in the near future will shy away from equities and seek bonds along with other alternative investents - was thought provoking. I was wondering what your take on his views are and whether you agreed completely with his line of reasoning?
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