Christoph Ruether

Financial Markets

[Christoph Ruether @ChrRuether]

@Framer_X So krass das alles…!

[Ray Dalio @RayDalio]

Starting today, in addition to sending out Principles of the Day for life and work, on some days I will mix in Principles of the Day for monitoring and dealing with the changing world order. I am doing this because the progression of the Big Cycle is reaching the point where watching it more closely is warranted.

As you know, my approach for dealing with reality as it is unfolding is to study how it works and identify good principles for dealing with it. I build my understanding by studying many past cases, documenting how they worked, and then developing principles for dealing with them. Then I watch what is happening, reflecting on my frame of references from studying the past, and I use my principles and my thinking to make decisions. I also computerize my principles into decision rules and use the computer to collect the substantial amounts of data that reflects what is happening and converts that data into decisions based on my principles.

I have found that most everything has happened repeatedly throughout history, so I view most everything as "another one of those.” I deal each “another one of those” in the way I just described. Of course, no case is exactly the same - as the saying goes "history rhymes" rather than repeats itself.

In my book Principles for Dealing With the Changing World Order I provided detailed descriptions of how the world order has repeatedly changed and I provided a lot of principles for dealing with it. I described the five big forces that make up the Big Cycle (i.e, 1. the big cycle of money/credit/debt; 2. the big cycle of internal peace and conflict; 3. the big cycle of external peace and wars; 4. big acts of nature; and 5. big technology developments) and how they typically unfold and I provide many indicators that show which stage of each of these cycles, and, in turn, which stage of the Big Cycle, we are in. For example I describe why I believe that we are in stage 5 (on the brink of war) of the Big Cycle and what to look for to signal the slipping into stage 6 (war), which include things like "All-out wars typically occur when existential issues (ones that are so essential to the country’s existence that people are willing to fight and die for them) are at stake and they cannot be resolved by peaceful means” and “people dying in the fighting is the marker that almost certainly signifies the progression to the next and more violent state, which will continue until the winners and losers are clearly determined.” The wars that result from these conflicts between major powers make it clear which side gets its way and has supremacy in subsequent matters.

I believe that by providing these perspectives and principles for watching the Big Cycle unfold, we can together watch how history rhymes so that we can deal with its changes better than if we didn't do this.

[Christoph Ruether @ChrRuether]

@papetzelberger Prima Herr Petzelberger, danke 🙏🏻 für Ihre Einschätzung!

[Christoph Ruether @ChrRuether]

@einfach1liberal nice

[Christoph Ruether @ChrRuether]

@RayDalio I adore your way of dealing with your legacy

[THE SHORT BEAR @TheShortBear]

Stanley Druckenmiller

The Soros 'Successor' who managed 7 funds at once and returned 30% for 30 years!

Here are the key lessons I learned from Stanley Druckenmiller to achieve success:

[Christoph Ruether @ChrRuether]

@TickerHistory Autsch

[Christoph Ruether @ChrRuether]

@Finanztalk0711 gerne dm

[Giuliano @Giuliano_Mana]

Last Saturday, I finished sharing the takeaways from all Terry Smith's letters.

I then read the book 'Low Risk Rules', in which I found some very interesting studies and academic findings.

In today's thread, I'll be sharing three of them:

[Compounding Quality @QCompounding]

Knowing how to analyze stocks is a MUST.

But having enough time is a problem we all have.

Here's how you can analyze a stock in less than 5 minutes:

[Christoph Ruether @ChrRuether]

@Achill_93 @janvoss @seitenbacher_de I couldn‘t agree more 😱

[Christoph Ruether @ChrRuether]

@jaydewee @georg_kofler Sie reden von “irgendwen”. Vorstand und AR sind eben nicht irgendwer und haben ganz besondere Verantwortung hinsichtlich von Aussagen über das Unternehmen. Deshalb sind der öffentlichen Kommunikation von Organen durch das Gesetz enge Grenzen gesetzt.

[Christoph Ruether @ChrRuether]

@twetter @jaydewee @georg_kofler Genau…und ein Patient, der aufgrund einer offensichtlich falschen Diagnose ein Bein verliert, ist auch selber schuld. Alles klar.

[Christoph Ruether @ChrRuether]

@EinLiberaler Ja das ist ein ganz Großer.

[Christoph Ruether @ChrRuether]

@EinLiberaler Er war schon alt und krank, aber sein ganzes Team bei Goldman in New York war so smart, dass ich mich fragte, warum sie überhaupt mit mir reden.

[Christoph Ruether @ChrRuether]

@EinLiberaler Hat ich noch bei Prof. Fischer Black selber gelernt

[Christoph Ruether @ChrRuether]

@CayrepLoL @EneNoob bei in the money puts wichtig

[Christoph Ruether @ChrRuether]

@fipsyfip wünsche ich Dir auch…digital detox counts! Bei allem was wirklich zählt kommt Twitter ganz weit hinten 🙋‍♂️