Tech-to-Commodities Capital Rotation | Gold Breaks to Another All-Time High | Zach Howard

Описание: Tech-to-Commodities Capital Rotation | Gold Breaks to Another All-Time High | Zach Howard

Is the next major macro theme already unfolding? In today’s breakdown, we explore the accelerating capital rotation from technology into commodities as gold pushes to yet another all-time high, signaling a shift in global risk sentiment and institutional positioning.

We look at how liquidity, inflation expectations, fiscal policy, and supply-demand constraints are reshaping portfolio allocations going into 2026. With tech showing early signs of exhaustion and commodity markets reawakening, traders and investors are asking the same question: Is this just the beginning?

In this market brief, Zach Howard covers:
Tech-to-commodity rotation dynamics
Gold’s breakout and historical context
Flows, liquidity, and macro positioning
Inflation regime vs interest rate narrative
Metals, energy, and global demand signals
What may come next for equities & commodities

Whether you’re trading, investing, or studying macro structure, this update gives a clear view of how capital is shifting and what it may mean for the year ahead.

DISCLAIMER: This content is for educational and informational purposes only. It is not investment advice. Always conduct your own research and consult with a financial advisor before making investment decisions.

About Dragonfly Capital: Systematic trend-following approach to global macro markets, focusing on multi-asset opportunities across equities, commodities, forex, and digital assets.

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