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Strategies & Market Trends : Value Investing

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To: Spekulatius who wrote (44429)	9/22/2011 12:50:23 PM
From: reno4	Read Replies (3) of 78658

OT: I've been reading about Ray Dalio of Bridgewater - very interesting guy and incredible long term record (over 30 years with 15% return and manages over 100 billion dollars). I thought the following article was very eye opening. hedgefundletters.com There's more info at his website and with a google search. If he is right, we are basically in a depression and I am wondering if just trying to buy cheap stocks is going to be enough. Specifically, I am interested in his concept of having uncorrelated return streams. As an individual investor I feel it's hard to find an investments that are uncorrelated with the stock market. Some uncorrelated ideas that I can come up with are: Gold/precious metals Commodities - I am not sure whats the best way to play this. Oil? Farming? Boswell is interesting but it's seems like a black box. mortgage REIT - NLY, still correlated to debt market Pharma - somewhat uncorrelated to general economy/stock market I would be very interested in knowing what other people thought about this article and his investing approach.

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