GVA Market Comment – Equanimity

Over the summer I had a broad reading list that touched on AI (The Coming Wave by Mustaf Suleman), hospitality (Unreasonable Hospitality by Will Guidara), and lots of ongoing reading on investments and macro-economics. I spent a good deal of time studying the work of Ray Dalio, founder of the largest Hedge Fund in the world – Bridgewater and Associates – re-reading “Principles” and perusing “How Countries Go Broke”. Dalio has been one of the best in creating a framework for making decisions and executing in the investment landscape over the last 50 years. Drawing on some of his recent work, and our other resources, we hope you find the picture that is developing helpful in planning for the achievement of your goals – no matter what transpires.

A key trait that has helped Dalio be successful is the equanimity he brings to solving problems. We hope to emulate that approach in our work. Please read on: