Ray Dalio — "Is Trade War Harbinger Of A Bigger Conflict?

Politics is playing a bigger role in influencing the markets than is typical, and I (and others) am still trying to figure out where Donald Trump is taking us, especially as it regards trade and other wars. Besides prompting me to think hard and dig deep into what’s now happening, it is leading me to delve deeper into past trade and military wars to see their effects on economies and markets.

I will pass along my findings when I complete the examination. In the meantime, I will share some of my ruminations for the little that they are worth....

The analogy with the late 1930s continues to echo in my head….

Zero Hedge
What Keeps Dalio Up At Night: "Is Trade War Harbinger Of A Bigger Conflict?"

Authored by Ray Dalio via LinkedIn

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