Gold is up 65% versus the S&P's 18% — that gap really stings. Feels like I wasted time buying US stocks during that period.
Fiat currency depreciation is something I should have paid more attention to earlier. The dollar has been weak for so long, yet I still haven't reacted.
Capital rotation just getting started? There's more to come then, gotta prepare for the momentum shifts.
Stock markets outside the US are crushing the US market with double-digit returns — the signal is clear enough, right? Time to wake up, people.
Bottom line: stop going all-in on US stocks. Diversified allocation is the way, but most people are still daydreaming.
Gold's massive rally has solid reasons — inflation expectations are right there in plain sight. If you can't see it, that's just ridiculous.
Asset repricing? That means winners and losers, question is: are you ready?
When fiscal and monetary policy get moving, the winners are always those who caught the winds of change early.
Dollar weakness isn't a temporary thing — it's a long-term trend. Time to rebalance your asset allocation.
Wait, so the logic here is that diversified allocation is what keeps you alive longer?
Gold up 65% crushing US stocks, this is the real truth, time to wake up
No one's paying attention to the dollar depreciating, still foolishly buying US stocks
Fiat currency is done for, we should have been allocating to hard assets long ago, brother
Wait, isn't this just justifying hoarding gold coins and Bitcoin?
Is capital rotation just getting started? Then there's plenty more to come
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WenMoon42
· 01-08 10:28
Gold at 65% crushing US stocks, the US dollar is really becoming paper...
Fiat currency devaluation - that's no joke, should've seen it clearly long ago
Wait, is this rotation just getting started? Then I need to pick up the pace
US stocks had their moment of hype, but it's time to cool down - the era of global diversification has arrived
Honestly, I've been playing the diversification card for a while now
Once fiscal policy starts messing things up, everything goes haywire - what happens when the dollar depreciates to rock bottom?
Double-digit returns crushing US stocks? How come I'm just hearing about this now?
Glad I got the reminder early, otherwise I'd miss out on a ton of opportunities again this year
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PretendingSerious
· 01-08 10:25
Gold up 65% vs US stocks 18%, that gap really stings, should've diversified earlier
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Dollar depreciation boils down to money printing, time to wake up
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Capital rotation just starting? I need to rebalance my portfolio ASAP, can't keep going all-in on US stocks
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That's right, but can retail investors really catch the bottom, or just get slaughtered
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Wait, so the idea is to add some non-USD assets? Getting tempted here
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Fiat currency depreciation is the real inflation, US stock gains can't even keep up
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The question is how does an average person get on board, gold is so expensive plus transaction fees
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Expert investors? Looks like they're just trying to get us to take the bag haha
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Global repricing, sounds like a new era is coming, bit aggressive if you ask me
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Dollar weakness should've happened already, saying it now? Not a bit late
2025年被無視された真実：法定通貨の価値下落による資産のローテーション
【币界】資深投資家が最近提起した見解：米国株やAIに目を向けるのはやめて、2025年に本当に過小評価されているのは法定通貨の価値下落というこのトレンドだ。少し直感に反するように聞こえるかもしれないが、データが語る——昨年の金価格は65%上昇（米ドル建て）、一方でS&P500はわずか18%、その差はかなり大きい。さらに面白いのは、米国外の主要株式市場のパフォーマンスがより勢いがあり、二桁の伸びで米国株を圧倒していることだ。
なぜこうなるのか？結局のところ、財政と金融政策が原因だ。ドルの継続的な弱含みに伴い、投資家は本格的に資産を分散させ始めており、米国資産に一極集中しなくなっている。この資本の循環は始まったばかりで、今後のトレンドはさらに深まるだけだ。世界の資産の再評価の大劇は、今年も引き続き上演されることになりそうだ。