2026-01-16 03:25:46

Recently, industry investors have put forward an interesting view: in the next three years, we may see a "strengthened version of economic reform," and the US stock market is expected to usher in a new growth cycle.

He recalls his early career experiences—at that time, deregulation, tax optimization, stable monetary policy, coupled with a diplomatic stance of maintaining peace through strength, directly boosted the strength of the US dollar. What was the result? The appreciation of the dollar in turn suppressed gold prices.

The logic is quite straightforward: friendly policy environment → US dollar appreciation → precious metals under pressure. Conversely, if this combination truly materializes, the relative attractiveness of stock assets will increase. Of course, whether we will see the same golden era-like gains again depends on the execution and whether market sentiment can stay in sync. The ongoing tug-of-war between US stocks, the US dollar, and gold is worth continuous observation.

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RuntimeError

· 01-18 10:04

The logic of the US stock market is indeed classic, just worried about execution again It's another story-telling era Gold faces significant pressure, isn't that something we've known for a long time? The seesaw effect... sounds nice, but isn't it just betting on policies? Three years, I might have already shifted to other sectors Could this time again be just "armchair strategizing"?

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GasFeeTherapist

· 01-17 16:58

Basically, whether the US stock market can rise depends on policy implementation; armchair strategizing is meaningless.

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degenonymous

· 01-16 03:55

The appreciation of the US dollar puts pressure on gold, and stock gains depend on execution. Why do I find this logic hard to believe?

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StakeHouseDirector

· 01-16 03:55

This logic sounds familiar, a déjà vu of history repeating itself. When the dollar strengthens, gold has to take a hit—it's an old routine. Execution capability is the hardest to judge; policies sound much better. The seesaw effect is real—a game of choosing two out of three. Can we really recreate that golden era? I remain skeptical.

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HackerWhoCares

· 01-16 03:30

I believe in the logic that a stronger US dollar puts pressure on gold, but execution really depends on luck... --- The seesaw effect is well explained, but I’m just afraid we’ll still be stuck in the same place three years from now haha --- Relaxing regulations + tax optimization sounds great, but the actual implementation is another story --- If the US stock market really takes off, my positions will be saved... but I always feel that the market tends to move in the opposite direction when good news arrives --- The pressure on gold has been obvious for a while; the question is when will it rebound --- A well-coordinated attack looks good but is ineffective; ultimately, it depends on the Fed’s attitude --- If you ask me, don’t be so optimistic; market sentiment is even harder to predict than policies

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DAOdreamer