Ray Dalio: The Principles That Divide Us Might Be Greater Than Those That Bind Us TogetherGuest Post
I believe that a) most realities happen over and over again in slightly different forms, b) good principles are effective ways of dealing with one's realities, and c) politics will probably play a greater role in affecting markets than we have experienced any time before in our lifetimes but in a manner that is broadly similar to 1937.
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