Anyone investing with this in mind?
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Anonymous
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https://www.nytimes.com/2025/07/13/world/europe/trump-tariffs-trade-europe-us.html?unlocked_article_code=1.WE8.aDgN.OBfPzJhIIPUL&smid=url-share
It’s important to consider. This trade routes are hard to realign. How does this impact international stocks? Our the potential for a recession? |
Anonymous
| Yes, I have diversified into an international total stock market fund as a result of our moron-in-chief. |
Anonymous
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It's very hard to predict what's going to happen, OP. I'm a foreigner who is 100% in American stocks, because I've been investing for many years, and historically, US stocks have performed better.
My opinion is that the current President will not last long, and that any President that comes after him, regardless of party, will right the ship because of the devastating economic consequences that tariffs will have on the US economy. Other countries aren't so financially stable that they wouldn't be happy to deal with the US again, in a few years. So I think the next few years are a temporary setback, but nothing permanent. |
Anonymous
| No. This is short term. I think long term. |
Anonymous
You think so? I am not sure about that. There are politicians with extreme views lined up for miles behind our current leader. Europeans are nervous about the possibility that this new view is here to stay. I personally think they are looking far beyond next three years. |
Anonymous
Yeah, I’d imagine they’re looking beyond three years but I have to think even the crazies want a prosperous economy. |
Anonymous
I don't think it matters.. Assume Trump and these these guys are successful.. Trump has made products so expensive that inflation is rampant while the exporting countries slowly figured out how to live without the US (both are extreme scenarios). What do you think will happen to Trump or anyone that talks like him in the next election? The president that follows trump will likely drop tariffs and these same countries will be back to exporting to the US, because... why not? Who doesn't want additional revenue? A recession is bound to happen regardless who was president.. Harris couldn't have avoided one and Trump can't either. It's also a good thing in that it will shut down weak companies, and create buying opportunities for investors. I for sure an waiting for a recession. A big one. Asset prices (homes, cars, etc.) and business behavior (businesses behaving like they are doing you a favor selling to you. hiking prices because they can. Expectation to tip because they talked to you, etc.) is out of control and needs to be tamped down a lot. |
Anonymous
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No, I would not change my investing thesis due to Trump's proposed trade tariffs. The US financial markets are still the best in the world, with some of the most innovative firms. And Trump will be gone in 3 years.
Now if you said that our national debt was to increase at a more rapid rate and the US Dollar was no longer going to be a global fiat currency, then I might consider overseas stocks. |
Anonymous
We will see. I think if we push the rest of the world hard enough, they will react. Imagine very high taxes on Google, Meta etc. All of a sudden the bulk of their profits will disappear, and with it valuations.. I am not saying that this is going to happen, but it is a possibility. In this context I think diversifying makes sense. I am currently 33 percent in US stocks, (and zero in US bonds given fiscal policies here). Most investments in European, Asian, and South American equities. |
Anonymous
| DCUM must be the worst place for financial advice. The histrionics are off the charts. |
Anonymous
| Tariffs are easy to get in but hard to get out. Just look it up. With all this information around us it’s frustrating how dumb we all seem to be about this economic malfeasance being hoisted upon us. |