Dalyo Map 2026: The End of Dollar Dominance and the Beginning of the "Real Assets" Era

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When the founder of the world's largest hedge fund speaks, markets don't just listen—they recalibrate.
The renowned investor ‎@raydailo today presents a roadmap for 2026, with a clear and sharp message:
The rules of the game have changed, and what worked in the past decade won't work in the coming one.
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The core hypothesis: Currency Erosion
The real story that began to take shape in 2025 and continues with us is "Dollar Devaluation" (Dollar Devaluation).
American assets that reigned for years are starting to lose their shine against global assets.

We are living in a "Negative Risk-Return" phase in US stocks compared to bonds; in other words, the remaining juice in the American lemon is no longer worth the squeeze.
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Where is smart money going?
Dalyo advises not fleeing, but "repositioning" intelligently towards:

* Gold and Mining: No longer just a hedge, but a "Top Conviction" (Highest Conviction). Amid currency erosion and geopolitical tensions, gold is king.

* Non-American Stocks: Europe and emerging markets have already outperformed and continue to do so. Real growth is moving east and in developing markets.

* Defense and American Manufacturing: The world is arming itself, and America is reshoring its factories (Reshoring). Companies like (Lockheed Martin) and (Caterpillar) are the biggest beneficiaries of government-directed capitalism.

The biggest warning to avoid is "crowded places":

* Major US Tech Companies (Big Tech): An AI bubble is forming, with inflated valuations that do not reflect reality.

* Long-term bonds: With an increasingly steep yield curve, long bonds are a recipe for financial pain.

* Cash (Dollar): Holding cash during deliberate currency devaluation is a silent bleed of your wealth.
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Summary:
We are not facing just an ordinary economic cycle; we are witnessing a "Regime Change" (Regime Change).

The new equation is simple, but executing it requires courage:
Liquid assets are more important than illiquid ones,
And diversification away from the dollar is no longer a luxury but a necessity for survival.

The world is reordering itself, and the question is not "How much will I profit?"
But "What do I hold?"

Share your opinions,
Have you started reducing your exposure to the US market?

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