Renowned investor Ray Dalio has provided a detailed analysis of the potential economic and geopolitical landscape under President-elect Donald Trump, offering investors critical insights into emerging market dynamics.
What Happened: In a detailed LinkedIn post, Dalio, founder of Bridgewater Associates, outlined a scenario of potential radical government restructuring and international relations realignment, focusing on efficiency, deregulation, and an aggressive “America First” foreign policy.
Dalio emphasized the critical role of strategic technologies, particularly highlighting Taiwan Semiconductor Manufacturing Co. (NYSE:TSM).
“We should recognize that in advanced semiconductors, the best companies in the United States are not good enough to give the United States what is ...