Investment Paradigm Inflection Point! "New Bond King" Gundlach: Stay Away from Dollar Assets and Private Credit, Gold Bull Market Extends to the Entire Commodity Market

Wallstreetcn
2026.03.03 08:56
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Gundlach warns that the dollar-centric asset pricing system is facing a historic turning point, and the reversal of foreign net investment in the U.S. will lead the dollar into a long-term bear market. The AI hype has already exhausted expectations, and he advises a complete exit from U.S. stocks, stating that private credit is facing a volatility washout. He remains bullish on gold, stating, "I won't sell gold at $5,000; my target price is higher."