Strategy Master

Strategy Master

USD is crashing?

How to position your portfolio in a shifting currency cycle

Strategy Master's avatar
Strategy Master
May 28, 2026
∙ Paid

We’ve all heard the same story: the dollar - and every fiat currency - keeps losing value.

Inflation silently eats away at your purchasing power.
Savings sitting in a bank account slowly become worth less every year.

So everyone says the same thing:

“You have to invest!”

Sounds easy. But invest in what?

Into Bitcoin after a massive rally, when it already looks exhausted?
Into stocks trading near all-time highs?
Into real estate at peak valuations?

And even if you decide to invest - how much capital should you actually deploy?

Most people have full-time jobs. They can’t watch charts 12 hours a day, react to every market move, or actively manage risk like professional traders.

So the real question becomes:

How do you grow and protect your capital in a world where cash is constantly losing value, but nearly every asset already feels expensive?

The Silent Collapse

Inflation Since 1872: A Long-Term Look at the CPI - dshort - Advisor Perspectives

In 1971, the United States officially abandoned the gold standard under Richard Nixon.

This was one of the most important financial events in modern history.

Before that moment:

  • USD was partially backed by gold

  • Governments could exchange dollars for physical gold

  • Money creation had natural limits

After 1971:

  • Fiat currency became fully disconnected from hard assets

  • Governments gained the ability to print unlimited money

  • Debt expansion accelerated globally

The result?

A permanent decline in purchasing power.

What Happened to the Dollar Since 1971?

The numbers are brutal.

A dollar in 1971 does not buy remotely close to what it buys today.

Things that once cost:

  • $1 now cost $7–10+

  • houses appreciated massively

  • education costs exploded

  • healthcare inflated beyond wage growth

  • food prices steadily climbed

But how Gold behaved all this time?

Gold vs USD Since 1971

How High Will Gold Go? - Is $7000 Realistic? - Economics Help

We are all familiar with the massive Gold rally that started in the 2000s.
But very few people know what actually happened during the 30 years before that.

And that part of the story matters the most.

Because Gold’s modern history can essentially be divided into three completely different eras:

  • 1971-1975

    • Runaway inflation

    • Oil shocks

    • Weak economic growth

    • Geopolitical tension

    • Collapse of confidence in fiat currencies

    • → Gold rises

  • 1980s:

    • Inflation in the US exceeded 13%

    • People feared systemic monetary collapse

    • gold entered a speculative mania

    • → Gold explodes from: $35 in 1971 to ~$850 in 1980

  • 1981 - 1999

    • The US became the dominant global superpower, the world suddenly wanted dollars again.

    • Productivity surged, globalization expanded, technology boomed and stock market started a massive tech based bull run.

    • Gold did not make new highs for over 20 Years

What if Gold enters another Bear Market?

Keep reading with a 7-day free trial

Subscribe to Strategy Master to keep reading this post and get 7 days of free access to the full post archives.

Already a paid subscriber? Sign in
© 2026 Strategy Master · Privacy ∙ Terms ∙ Collection notice
Start your SubstackGet the app
Substack is the home for great culture