Great article and I would tend to agree with your conclusion. This idea of portfolio rebalancing away from US equities for several years could have profound consequences for the years to come. Investors need to deepen their knowledge of EU and Asian markets to find the right companies and trends to complement their US exposure, something I try to help with.
Tell me about it. This is stuff that has happened during my career, while the junior sitting opposite me hasn’t even experienced the pandemic during her career.
Keeping aside the issue of Chines tariffs, was this always Donald Trump's "cunning plan" to make US exports cheaper and US imports expensive, so American industries move more jobs to US? He just went about it in a chaotic way.
Anyway, I have just reread your "Invert, always invert – the tariff edition", taken a deep breath, avoided looking at my current investments and renewed my regular monthly investments into a S&P500 tracker.
Very well elucidated. Thanks
Great article and I would tend to agree with your conclusion. This idea of portfolio rebalancing away from US equities for several years could have profound consequences for the years to come. Investors need to deepen their knowledge of EU and Asian markets to find the right companies and trends to complement their US exposure, something I try to help with.
Good news: Klement on Investing has looked at economic history, including the tech bubble burst of 2000, to point out lessons for today's markets.
Bad news: I am now so old that events which happened in my adult life, and seem like only yesterday, are part of history.
Tell me about it. This is stuff that has happened during my career, while the junior sitting opposite me hasn’t even experienced the pandemic during her career.
Keeping aside the issue of Chines tariffs, was this always Donald Trump's "cunning plan" to make US exports cheaper and US imports expensive, so American industries move more jobs to US? He just went about it in a chaotic way.
Anyway, I have just reread your "Invert, always invert – the tariff edition", taken a deep breath, avoided looking at my current investments and renewed my regular monthly investments into a S&P500 tracker.