“大空头”战友集结2026:做空美元,押注黄金与新兴市场!
Jin Shi Shu Ju·2025-12-29 09:39

Group 1 - The three traders, Danny Moses, Vinny Daniel, and Porter Collins, are focusing on a macro trend that they believe will pressure the US dollar by 2026 [2][3]. - Moses emphasizes that gold remains a cornerstone of his investment strategy, predicting its price will continue to rise due to the weakening status of the dollar as the world's reserve currency [3][4]. - Daniel highlights the growth potential in emerging markets, particularly in China and Brazil, and believes that these markets will outperform the S&P 500 [4]. Group 2 - Collins expresses caution regarding the valuation of gold, suggesting it may appear overvalued and could experience a pullback in early 2026 [4]. - The traders maintain a cautious outlook for the upcoming year, despite the recent bullish trend in the US stock market driven by AI [2]. - The overall sentiment among these traders indicates a belief in the continuation of currency depreciation trends, particularly against precious metals [4].

“大空头”战友集结2026:做空美元,押注黄金与新兴市场! - Reportify