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Dollar CRASHES: Emerging Markets and Commodities Go Vertical!

Source: Finding Finance | Date: January 26, 2026

Finding Value Video Summary: Dollar CRASHES: Emerging Markets & Commodities Go Vertical!

Key Takeaways

  • Dollar weakness is driving a massive rotation into commodities and emerging markets, similar to the 2000s commodity supercycle
  • Energy sector showing breakout patterns with fractal similarities to gold's recent performance
  • Emerging market currencies (Polish Zloty, Canadian Dollar, Australian Dollar, Brazilian Real) breaking out of multi-year bottoms
  • Early stage of what could be a 5-6 year commodity bull market with some mining companies potentially seeing 10-20x returns
  • Currency exchange rates and money flows, not just supply/demand, are the primary drivers of these moves

Market Views

  • Predicts Fed will lower interest rates, further weakening the dollar and sparking commodity boom
  • Gold front-running the move, silver following, with copper and energy next in line
  • Expects emerging markets to significantly outperform S&P 500 over coming years
  • Projects potential 10-20x returns in leveraged commodity ETFs during the cycle
  • Silver could reach $150, causing 10x moves in junior mining stocks

Assets Discussed

  • ILF (Latin America Fund): Up 60% in 12 months, early stage breakout with 6x outperformance potential vs S&P 500
  • Gold: $10 from $5,000, in major 13-year breakout
  • Silver: At $102, following gold's breakout pattern
  • Energy Sector (S&P 500): Breaking multi-year resistance, ready for "full send"
  • Emerging Market ETFs: Mexico (EWW), South Africa (EZA) showing breakout patterns
  • Currency pairs: CAD/USD, AUD/USD, ZAR/USD all breaking higher
  • Commodity currencies: Multiple examples of falling wedge breakouts

Notable Quotes

  • "It's the United States dollar losing value and that's what you need to understand if you want to be successful. It's not the Polish doing something different. It's the dollar getting smoked."

  • "When this breaks, we are going to get paid. I mean paid. I mean like you've never experienced in your life paid because some of these when we had this type of market condition there were a lot of companies that went up 60 to 100x."

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