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🔥Countertrend High Stakes in 2026: Betting on the Dollar Depreciation, Can Gold and Emerging Markets Turn the Tide?

The original investors of "The Big Short" are gathering again—Danny Moses, Vinny Daniel, Porter Collins—these folks are planning their next big bet in 2026: targeting the dollar, heavily pressuring gold and emerging markets.

Moses's view is very hardcore: gold is the true asset, the logic of dollar decline is irreversible, and geopolitical conflicts combined with debt crises will continue to push gold prices higher. He regards gold as the "ultimate indicator of macroeconomics." Daniel is eyeing opportunities in China and Brazil, with a straightforward reason—under high interest rate environments, these places are undervalued, and the growth potential of emerging markets might even surpass the S&P 500. Collins is somewhat more conservative, acknowledging that gold prices may be overvalued and could face corrections, but his core judgment remains unchanged: the trend of dollar depreciation against precious metals is unstoppable.

Amid the AI boom, the market is still crazily speculating on US stocks, but these contrarians have sensed another layer of danger. A major shift in the currency landscape is brewing—will 2026 see gold reclaim its throne, or is the dollar's final struggle imminent? Underlying currents are surging, and the real storm may just be about to begin.