Core Viewpoint - Ray Dalio asserts that gold remains "the safest money" despite recent market volatility and pullbacks, indicating a potential shift towards a "capital war" globally [1][6]. Precious Metals Activity - Over the past month, gold and silver have shown resilience, with gold trading nearly 8% higher month-over-month, despite a previous all-time high of $5,608.35 in January [2]. - The recent fluctuations in gold prices are attributed to Fed-driven dollar strength, yet demand has persisted [2]. Investment Strategy - Dalio recommends allocating 5% to 15% of investment portfolios to gold, emphasizing its relevance amid market fragility [3]. - His views on gold are gaining traction as he continues to speak candidly after stepping down from leadership roles at Bridgewater Associates [7]. Gold Price Targets - Various financial institutions have set optimistic gold price targets for the end of 2026, with estimates ranging from $6,000 to $6,300 per ounce, indicating potential upsides of 9.5% to 27.8% [6]. Historical Performance Comparison - A comparative analysis of gold, bitcoin, and S&P 500 performance from 2020 to 2025 shows gold's compounded return at +192.7%, while bitcoin leads with +1,116.1% [8].

Pinebridge Investments expects the rally in emerging-market assets to tilt toward fixed income next year and away from currencies as the dollar regains strength. https://t.co/IGnkFzN04b ...

The dollar is down about 11% or so against the euro and some other currencies as well. Shishir Yeah, this year I mean the last 15 years it's up monstrously, right. But did you worry that it's gone down or you think it was overvalued and, and as a result of it having gone down, you think the chance of a Plaza Accord, an orchestrated effort to take it down even further is unlikely.And you think the dollar decline now is okay. It's adjusted appropriately. I think you have to start, David, with a with a point o ...

Scott Bessent is a former hedge fund manager with a love for betting big on currencies. As Treasury secretary, he can't seem to kick the habit, @jonathanjlevin says (via @opinion) https://t.co/K8aweNOuVc ...