![]() ![]() Dalio's portfolio moves in response to this perspective are a $6.7 billion short position on European stocks ( STOXX ) (given their sensitivity to inflation and rising geopolitical tensions and conflict via soaring energy prices, including ASML Holding ( ASML ), TotalEnergies ( TTE ), Sanofi ( SNY ), Santander ( SAN ), Bayer ( OTCPK:BAYZF ), AXA ( OTCQX:AXAHY ), ING Groep ( ING ), and Allianz ( OTCPK:ALIZF )) as well as defensive positions against sell-offs in U.S. Dalio's view of this "new world order" is impacting his investing strategy and then share some of our top high yielding picks whose investment theses are supported by Mr. Additionally, he expects that the current macroeconomic ills of massive sovereign debt, out-of-control money printing, and a yawning wealth gap will become even worse. Dalio, the main theme of this geopolitical realignment will include rising tensions, competition, and potentially even conflict between the United States and Communist China. The founder of Bridgewater Associates - the world's largest hedge fund - Ray Dalio recently predicted that a new world order is coming. ![]()
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