Ray Dalio / Paradigm Shifts / Gold | Value Investing News

Ray Dalio / Paradigm Shifts / Gold

  • Ray Dalio doesn’t need much description, but his latest post (which can generally be summarized as: the party is changing tone, buy gold) gives one consideration.
  • In theory, if dollar devaluation is the name of the game, then I would think that any natural resources that have future demand would be eligible for consideration – especially since most of these companies (thinking fossil fuels) have huge debt loads.
  • The debt becomes cheaper due to the dilution of underlying currency, and the underlying commodity becomes more valuable in nominal terms.
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