Investors spy the dawn of a tectonic shift away from US markets
1–10 of 47 posts
Re: Investors spy the dawn of a tectonic shift away from US markets
#2Wild times we live in.
Trying to explain to my adult daughter where to invest her retirement savings ... looking like foreign stocks (VXUS) are not a bad idea after all.
Re: Investors spy the dawn of a tectonic shift away from US markets
#3With the US seemingly entering a period of isolationist market settings, some portion of foreign investment is bound to be heading back out either to home markets or elsewhere international as those investors potentially deal with market altering policies such as tariffs etc that may make turning those investments back into products harder.
What I’m curious about is how this will affect smaller regional markets such as the ASX, if our investors who prefer American markets will return those dollars here or into larger Asian markets closer to the NYSE in volume.
Re: Investors spy the dawn of a tectonic shift away from US markets
#4Wild times we live in. Trying to explain to my adult daughter where to invest her retirement savings ... looking like foreign stocks (VXUS) are not a bad idea after all.
Or, buy U.S. stocks on the dip?
I don't know how many years until your daughter retires, but it only makes sense to move out of the U.S. market if you predict it will never, ever recover from, say, a bad four years...
Re: Investors spy the dawn of a tectonic shift away from US markets
#5Wild times we live in. Trying to explain to my adult daughter where to invest her retirement savings ... looking like foreign stocks (VXUS) are not a bad idea after all.
A balanced strategy is best. I use the advice in A Random Walk Down Wall Street, which is a mix of real estate (VGSLX), bonds (VBTLX), and stocks, with the stocks split 50/50 between US (VTSAX) and international (VTIAX and VEMAX).
I was prepared to take a bath after seeing the news this past week, but I’m actually up a bit—VTSAX is down, but the others are all up.
Re: Investors spy the dawn of a tectonic shift away from US markets
#6Sensationalist headline. The US market being down (temporarily) is a good thing for America - it lowers bond rates and makes it much easier to manage the out of control national debt. This is a good thing for investor confidence in the long term.
Re: Investors spy the dawn of a tectonic shift away from US markets
#7Wild times we live in. Trying to explain to my adult daughter where to invest her retirement savings ... looking like foreign stocks (VXUS) are not a bad idea after all.
Or, buy U.S. stocks on the dip? I don't know how many years until your daughter retires, but it only makes sense to move out of the U.S. market if you predict it will never, ever recover from, say, a bad four years...
Definitely should be dollar cost averaging. One just has to look at the s&p 500 chart[0] to see where it's going over time. Looking at the charts it's way more inclusive informative than articles like this.
The market is always up eventually and unless one is close to retirement, nothing to worry about.
We get a correction like this almost every year and it's nowhere close yet to the correction we had in 2022[0]
Re: Investors spy the dawn of a tectonic shift away from US markets
#8Earlier quoted context omitted.
Or, buy U.S. stocks on the dip? I don't know how many years until your daughter retires, but it only makes sense to move out of the U.S. market if you predict it will never, ever recover from, say, a bad four years...
Definitely should be dollar cost averaging. One just has to look at the s&p 500 chart[0] to see where it's going over time. Looking at the charts it's way more inclusive informative than articles like this. The market is always up eventually and unless one is close to retirement, nothing to worry about. We get a correction like this almost every year and it's nowhere close yet to the correction we had in 2022[0] [0]…
I’m not sure such a prediction is valid in a world post Pax Americana.
Re: Investors spy the dawn of a tectonic shift away from US markets
#9Earlier quoted context omitted.
Definitely should be dollar cost averaging. One just has to look at the s&p 500 chart[0] to see where it's going over time. Looking at the charts it's way more inclusive informative than articles like this. The market is always up eventually and unless one is close to retirement, nothing to worry about. We get a correction like this almost every year and it's nowhere close yet to the correction we had in 2022[0] [0]…
I’m not sure such a prediction is valid in a world post Pax Americana.
That post pax world isn't inbound anytime soon, despite the irrational hysteria going on right now. Trump has 3.x years remaining. People are acting like he's going to remain for decades. There is no next Trump, he has a unique hold over the MAGA base that was key to his election.
For now post Pax America is merely a fantasy that reveals a lot about the people that think it's happening now (they're showing their personal preference). The same things were said due to Trump's first term also. Instead the US got more powerful and far richer in the time since then.
Back in reality, the 1860s, 1930s and 1970s were worse for the US than anything going on now. The 1930s were drastically worse. The US as superpower has survived far worse than Trump and it'll do it again.
Re: Investors spy the dawn of a tectonic shift away from US markets
#10With the US seemingly entering a period of isolationist market settings, some portion of foreign investment is bound to be heading back out either to home markets or elsewhere international as those investors potentially deal with market altering policies such as tariffs etc that may make turning those investments back into products harder. What I’m curious about is how this will affect smaller regional markets such…
Quasi isolationist for four years. Any Democrat elected will immediately obliterate Trump's executive orders (including those that are trade related). One would have to believe Trump's politics will rule the US for the long-term (there is no reason to believe that).