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Mounting geopolitical and financial stresses are converging into what Ray Dalio now calls a looming capital war, with deep implications for markets and the global AI build-out. Dalio’s stark warning on the global financial order In early February 2026, billionaire investor Ray Dalio, founder of Bridgewater Associates, delivered one of his bluntest assessments yet of the world economy. Speaking at the World Governments Summit in Dubai on February 2, he warned that rising geopolitical tensions could soon trigger a disruptive clash over capital. Dalio described this future conflict as a kind of financial confrontation that disrupts global money flows and reshapes how capital moves between countries. According to him, the infrastructure that once allowed money to cross borders freely is now eroding under pressure from sanctions, regulatory measures, and political rivalries. He summarized his view in a series of stark soundbites. Dalio urged investors to “sell debt assets and buy gold,” declared that “the world order as we knew it is gone,” and warned “we are heading into very, very dark times.” However, he also framed these shifts as part of a recurring historical pattern rather than a one-off shock. Stage 6 of the Big Cycle and the rise of capital conflict Dalio situates the present moment inside what he calls the Big Cycle, his long-term framework for understanding the evolution of empires, economies, and markets. He argues the world has now entered “Stage 6,” a late phase in which the rules-based international system breaks down and raw power dominates negotiations. In Stage 6, formal agreements and multilateral institutions lose authority. Moreover, countries increasingly weaponize trade, technology, and finance to advance strategic interests. Dalio stresses that this process rarely starts with armies; instead, economic pressure typically comes first, followed by more overt confrontation if tensions escalate. Within this framework, Dalio…

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Filed under: News - @ February 16, 2026 9:26 am