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Danish pension fund divesting US Treasuries

reuters.com

171–180 of 857 posts

Re: Danish pension fund divesting US Treasuries

#172
post #61

This divestment is so little and with so little aim. The whole situation is been caused by a single guy and 400 enablers, whereas the US is a 400 million people country. The correct form of reaction is a punch in the face during a bilateral meeting, Zelensky came close to doing it but unfortunately he resisted his impulse , that's where the epicenter of all newly generated global problems in the last 10 years lies, i…

Why don't you go up and punch him in the face yourself? Especially if the problem is just one man and 400 enablers hat should be trivial. Just find 1000 people to beat them up. In reality that one man is backed by half of the US voters, the Republican Party a lot of rich and powerful people, a clear majority of the police forces and an unknown part of the US military.

> backed by half of the US voters

False. People who say this don’t know that a large percentage of Americans don’t care to vote.

Re: Danish pension fund divesting US Treasuries

#173

This divestment is so little and with so little aim. The whole situation is been caused by a single guy and 400 enablers, whereas the US is a 400 million people country. The correct form of reaction is a punch in the face during a bilateral meeting, Zelensky came close to doing it but unfortunately he resisted his impulse , that's where the epicenter of all newly generated global problems in the last 10 years lies, i…

This isn’t a political move. It’s a pension fund derisking a small part of their investments by moving them out of a riskier asset.

Re: Danish pension fund divesting US Treasuries

#174
post #116
post #95

Earlier quoted context omitted.

Chinese are Canadian adversaries mostly because of the US. The US more or less forced Canada to hold Meng Wanzhou, which caused a huge rise in diplomatic tensions and cost Canada billions. Some thanks we got for that.

Doesn't China own most of the real estate in Canada. Did USA cause that

Weird whataboutery

Re: Danish pension fund divesting US Treasuries

#175

Earlier quoted context omitted.

I’m curious when people make comments like this, do they actually live in the US and believe this or has the media environment gotten so bad in Europe+ that people have no clue what’s real or not?

Maybe you'd trust Blackrock's CEO instead? I live in the US and I have rotated away from US equities and treasuries to derisk from volatility of poor governance (both this administration and long term fiscal policy). BlackRock CEO delivers blunt warning on US national debt - https://www.thestreet.com/investing/blackrock-ceo-delivers-b... - January 18th, 2026 The U.S. Deficit Will 'Overwhelm This Country': BlackRock C…

>Fink is still a big believer in the U.S. economy and argues things are looking mostly constructive at this point. He feels the bull story is still intact, but its durability matters a lot more.

So do you believe him? Let me guess: you'll pick and choose the parts

Re: Danish pension fund divesting US Treasuries

#176

Earlier quoted context omitted.

It's not pure symbolism. The most effective way to reduce the global threat the US is appearing to pose more as of late, is to hit the dollar. The US economy is in a very precarious state, tensions along political ideology lines are high, and it would not take much more than a worsening of economic conditions plus a catalyst event to kick off armed unrest within the country. A new civil war that drives the US to frag…

> A new civil war that drives the US to fragment into several independent regions over the course of the next ~five years would kind of be the best scenario from a global perspective. The US isn't going to passively give up its hold on the world order. You don't think this would trigger a world war? And if / when the US does topple (whether in 10 years or in 1000 years), at the moment it looks like the only viable ne…

> The US isn't going to passively give up its hold on the world order. You don't think this would trigger a world war?

They are literally right in the middle of imploding their soft power; so maybe you are right about passively giving it up when they're actively doing so instead?

Re: Danish pension fund divesting US Treasuries

#177

Earlier quoted context omitted.

Far far below 50%. The media tricked some people into supporting Trump by perpetuating his obvious lies unchallenged, but now that people see what Trump is doing he is underwater on all issues. Most other contemporary and historical parallels of authoritarians show far higher popularity of the authoritarian. Trump is nowhere close. The biggest risk to the US is that the media is completely compromised, as are leaders…

The media tricked some people into supporting Trump You could almost make this case in 2016, but anyone who fell for Trump in 2024 will just fall for the next con man to come along. At some point we have to take responsibility for our own choices and stop blaming the media. The truth about Trump was out there, and it was not hard to find. Added here due to rate-limiting: 2024 was right after voters had seen Biden at…

2024 was right after voters had seen Biden at that debate, while all the "responsible" people insisted he was sharp and smart. It really was more unique than its given credit for.

Re: Danish pension fund divesting US Treasuries

#178

Earlier quoted context omitted.

It’s over 50% and there are plenty of plainly obvious parallels both historical and contemporary.

It is 49.8% (people who voted Trump in 2024) of 64.1% (people who voted in 2024), or 31.9% or ~1/3 of the total eligible voting population, which is what your parent states.

You understand how statistics work, don't you? When you have 64% of the population voting, that's a pretty big sample size, enough so that you can reasonably extrapolate that the 49.8% share _probably_ holds across the rest of the population, give or take.

Put another way, if someone asked you to estimate what the split between the one third of the population that didn't vote was, what would you use as a reference point? Social media posts? Vibes? Or maybe polls leading up to the vote that showed the same roughly 50-50 split found in the actual results?

Re: Danish pension fund divesting US Treasuries

#179

Earlier quoted context omitted.

It's not pure symbolism. The most effective way to reduce the global threat the US is appearing to pose more as of late, is to hit the dollar. The US economy is in a very precarious state, tensions along political ideology lines are high, and it would not take much more than a worsening of economic conditions plus a catalyst event to kick off armed unrest within the country. A new civil war that drives the US to frag…

I’m curious when people make comments like this, do they actually live in the US and believe this or has the media environment gotten so bad in Europe+ that people have no clue what’s real or not?

It’s wishcasting. Some people just want to see dead Americans.

Re: Danish pension fund divesting US Treasuries

#180

Earlier quoted context omitted.

> It's symbolism. It's not. This is where the financial rubber meets the road, actions have consequences, and the rest of the world is looking at the US as increasingly unlikely to pay above inflation on its debts. The people managing the pension funds (if they are acting in good faith) really want to generate yield, and really want to preserve capital for the Danish people. They don't want to symbolically do those t…

There's no chance US will default on its debts, all it has to do is to print more money. Inflation may spirale, but it's going to be a US citizens problems (as well as US bond holders) in terms of inflation and budget cuts.

US doesn’t really pay back the principle — States usually roll over. So there is a concern that the future batch of US treasury is less reliable. Plus there is also the risk of a depreciating USD.
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