Three investors who made a name for themselves by predicting the 2008 financial crisis are now looking ahead to 2026. They see big changes coming for the US dollar and the global economy.

These investors are Danny Moses, Vinny Daniel, and Porter Collins. They used to work together at a small investment firm called FrontPoint Partners. Now, they share their investment ideas on a Substack and podcast called What Are We Doing?

All three investors agree on one big idea for 2026: the US dollar will keep getting weaker. They think this will be good for gold and some emerging markets.

Danny Moses is the most bullish on gold. He has been investing in gold for years and thinks it will keep going up. He says the US dollar is losing its status as the world's most important currency. This is bad for the dollar but good for gold.

Vinny Daniel agrees. He thinks the US dollar will keep losing value. He also sees big opportunities in emerging markets, especially China and Brazil. He says Brazil has high interest rates and cheap stocks, making it a good place to invest.

Porter Collins is a bit more cautious. He also thinks the US dollar will keep falling, but he is not sure about gold. He says gold prices might drop a bit early in 2026.

These investors are not as excited about the stock market as others. They think the stock market has been doing well because of AI, but they are not sure this will last.

They are also worried about the US government's debt and global politics. They think these issues will keep putting pressure on the US dollar.


    # Three Investors Predict Big Changes for the US Dollar and Global Economy by 2026

    ## The Investors
    - **Danny Moses**
    - **Vinny Daniel**
    - **Porter Collins**

    Former colleagues at **FrontPoint Partners**, now sharing insights on **What Are We Doing?** (Substack & Podcast)

    ## Key Predictions for 2026
    - **Weakening US Dollar**: All three agree the dollar will continue to lose strength.
    - **Gold**: Danny Moses is particularly bullish, citing the dollar's declining global status.
    - **Emerging Markets**: Vinny Daniel highlights opportunities in **China** and **Brazil**, noting Brazil's high interest rates and undervalued stocks.
    - **Caution on Gold**: Porter Collins is more reserved, suggesting gold prices might dip early in 2026.

    ## Market Sentiment
    - **Stock Market**: Skeptical about sustained growth driven by AI.
    - **Concerns**: US government debt and global political tensions could further pressure the dollar.

    

Smart Moves: Investors Bet on Gold and Emerging Markets for 2026

The Investors

Key Predictions for 2026

Market Sentiment

Actions