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When King Dollar Falls, the World Rotates

April 22, 2025

We’ve been talking about this regime shift for months — the slow rotation out of dollar strength and into international stocks.

Today, the chart stopped whispering and started shouting.

The U.S. Dollar Index $DXY just broke a level it held for nearly two years. 

That floor caught every correction since 2023. Until now.

This isn’t just technical analysis. It’s storytelling in price form.
 
King Dollar isn’t king anymore. 

Money is moving. 

Out of safe havens. Into metals, emerging markets, and global equities.

The world isn’t betting on U.S. dominance. It’s betting on rotation. On sticky inflation. On global demand that doesn’t need permission from the Fed.

We’ve positioned for this:

  • International markets over U.S. large cap.
  • Metals over cash.
  • Real assets over narratives.

Regime change doesn’t ring a bell. It doesn’t care about your timing.
It just grinds forward — slowly, then all at once.

This breakdown in the dollar?
 
It’s not the start of something new.

It’s the confirmation of what’s already begun.

Stay with strength. Stay with the rotation.

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