Assets will go up

I'm not saying that what's on the horizon will be a repeat of 2008 or 2021. In fact, I really don't think that will be the case. But what I'm certain of is that the dollar will continue to devalue. And while that's a bad thing for your bank account and the United States, it's a very good thing for those that hold assets.

The devaluation of the dollar is the reason the car market is 3x more expensive than it was 7 months ago.

And it's the main reason the right watches are moving now. And we're going to continue to see an adjustment up.

Dollar drops. Assets rise.

Last week I wrote about how the Patek 5990/1R will be a $450k watch next year (up from about $300k right now). Here are two more picks that will see similar movement in the next 6-9 months:

The Audemars Piguet Perpetual Calendar in white ceramic. These are in a weak spot right now but will bounce back in the 300s. Picking one up in the high 200s right now is a bargain.

The Platinum Rolex Daytona. Pricing hasn't moved up. The market is gridlocked and will most likely move up organically 10% in the Fall.

Which piece would you place your bet on to continue growing as the dollar weakens?