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Anonymous wrote:I'll add for OP, that if you want to understand, you need to start watching European news. Our US news media is doing a horrible job of informing us about major news events. The gaps are huuge.

And I don't mean right leaning vs left leaning. The whole emphasis on political lean has filtered important news out and selected political entertainment in.

Where do you find this European financial news on your cable channel

Not financial news. Financial will always be influenced by hedge fund managers trying to convince you to buy what they're secretly selling or sell what they want to buy.

Watch regular European news. BBC or anything you can find in English. Our news here in the US has become infotainment.

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Anonymous wrote:Foreign investors, including big pension and sovereign wealth funds, hold 18 to 28% of the S&P. Many are reducing exposure to US mega cap tech stocks due to overstretched valuations, volatility and the need to diversify risk amid geopolitical and economic concerns. There are expectations US interest rates will fall, weakening the dollar and therefore the value of their investments and returns.

At the same time, many US investment funds are also diverting funds to countries like Korea and Brazil.

NP. Yes, Sweden, Finland and Denmark are divesting their pension funds from US treasuries, citing US financial instability and Trump’s desire to take over Greenland. I’m sure if we as a country continue the course, there will be more countries that follow.
https://www.reuters.com/business/finance/big-north-european-investors-reassess-us-exposure-geopolitical-risk-mounts-2026-01-22/

Anonymous wrote:

Anonymous wrote:I'll add for OP, that if you want to understand, you need to start watching European news. Our US news media is doing a horrible job of informing us about major news events. The gaps are huuge.

And I don't mean right leaning vs left leaning. The whole emphasis on political lean has filtered important news out and selected political entertainment in.

Where do you find this European financial news on your cable channel

Anonymous wrote:Other markets are just playing catch-up to US market.

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Anonymous wrote:So where are we in the rotation cycle guys? Late cycle? There is a flight from tech to emerging markets, developed international, and soon it’ll be consumer staples and utilities…

Anyway, I’ve been buying Gold, EWY, FLKR, AVDV, EMEQ in the meantime while they’re skyrocketing. Maybe in a year we’ll be at the late cycle more. Then recession.

No, it's close to mid-early-late cycle. Once you see the rotation of Venus through the lunar bridging, you can see it very clearly.

What’s your motivation for these facetious replies? We are clearly in a recession. It is clearly due to uncertainty in tarrifs and supply chain, caused by the white house shoot from the hip style. We all feel high inflation and unemployment, even though the BLS won't report it. Buying global, which basically mean US multinational and Europe, makes perfect sense. It'll last until the shooting from the hip stops.

Oh I agree with you. I think anyone trying to divine any BS "cycles" or real reasons is dumb.

The reason is clear. The Rest of World has options besides dealing with an unreliable country that throws out negotiated treaties with every new threat. They are rewiring the global trade network around us.

Please - California ALONE has the 4th highest GDP in the world. Not saying it will stay that way forever, but that unwind is going to take a while.

If it could be undone which is doubtful it would take 20-40 years at best. There is no option for the dollar. There is no better option out there. That does not mean it was as good as it was but it means there are no other options. China is not a real option for the world and will never be. The EU cannot pull itself together and even they know that. It has less to do with this country and more to do with everyone else. Global trade is changing but the world does not really have other options.

Anonymous wrote:I'll add for OP, that if you want to understand, you need to start watching European news. Our US news media is doing a horrible job of informing us about major news events. The gaps are huuge.

And I don't mean right leaning vs left leaning. The whole emphasis on political lean has filtered important news out and selected political entertainment in.

Anonymous wrote:Foreign investors, including big pension and sovereign wealth funds, hold 18 to 28% of the S&P. Many are reducing exposure to US mega cap tech stocks due to overstretched valuations, volatility and the need to diversify risk amid geopolitical and economic concerns. There are expectations US interest rates will fall, weakening the dollar and therefore the value of their investments and returns.

At the same time, many US investment funds are also diverting funds to countries like Korea and Brazil.

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Anonymous wrote:People who focus on a snapshot in time and not broader picture are doomed to lose money.

Anyway, diversify if you want. There funds that track international stocks. I have some in such funds.

So this is a blip? An anomaly? All will flow back to us stocks eventually? This is not part of a larger trade pattern?

If you are this worried, you are doomed to lose money. There are some years when international markets do better. Has always been the case, Trump or not. Just diversify intelligently. With proper advice.

No, I’m specifically asking you, you really think that they’ll be an inflow of capital of the US after this? I’m just very curious so you think at the end of the day the US will always be the dominant stock market with all that’s going on.

Can tell you're not a serious investor nor looking for a serious discussion. But here's a few things.

1. US is by far the most dynamic and resilient economy in the world. Look at how easily it was able to absorb the shock effects of the tariffs.

2. The second most important economy is a highly untrustworthy manipulative mercantilist economy run by a brutal dictatorship.

3. The other developed economies are OK, meaning not amazing and often moribund with little dynamism and plenty of growth strangling regulations.

You do what you want. Good luck.

And you are clearly MAGA and not aware of broader geopolitics and its effect on the US economy. Trump is viewed as unstable and unreliable with authoritarian tendencies. The world views the ICE killings and USA’s support of Israel’s human rights’ violations as similar to China. China has gotten a major PR boost from Trump. They look much more reliable and predictable. The world is moving away from the USA, as they should. We don’t act reliable —or as an ally. Vance and crew have said as much, proudly. Wall Street can only be in denial for so long. Look at the first two months of the year. Are we winning yet?

1) In January 2026, Canada and China concluded a preliminary trade agreement to ease bilateral tensions and boost commerce, lowering tariffs on Canadian agricultural goods (canola, seafood) in exchange for reduced tariffs on up to 49,000 Chinese electric vehicles (EVs).

As of February 2026, the European Union and China have reached a framework agreement allowing Chinese EV manufacturers to avoid punitive tariffs (up to 35.3% added to a 10% duty) by committing to minimum import prices and, in some cases, investing in the EU.

The big difference is that the US can vote in a new president every four years if they want, and presidents are term limited. The US has many levels of checks and balances built into the system.

China has none of the above.

Sir you are correct. As someone from a so called "democratic" African country, I think the US has no parallel in terms of checks and balances.

And you think voting is going smoothly this year? You think it’ll be all hunky dory and no questioning of the results? And you also think the the US stock market will always remain #1? I’m so interested in all these thoughts because they really expose and interesting state.

I am the PP. In fairness all I have known growing up was living in a very corrupt and poorly ran country. Yet we didn't fall into civil war and still haven't (knock on woods).

What's happening in the US is nothing compared to what a lot of African countries are experiencing with their so called "democratic" governments.

Americans have always been privileged and they think what they are going through right now is the end of the world.

It's not the end of the world. You have a very resilient country with proven checks and balances. Don't throw that extremely privilege position you are in because of pessimism.

The US will be fine.

Anonymous wrote:Historically, it wavers back and forth. Investing in international stocks is a way to diversify and temper large downs and ups. Plus, currently, S&P 500 is not considered to be diversified as the top few companies dominate the value.

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Anonymous wrote:So where are we in the rotation cycle guys? Late cycle? There is a flight from tech to emerging markets, developed international, and soon it’ll be consumer staples and utilities…

Anyway, I’ve been buying Gold, EWY, FLKR, AVDV, EMEQ in the meantime while they’re skyrocketing. Maybe in a year we’ll be at the late cycle more. Then recession.

No, it's close to mid-early-late cycle. Once you see the rotation of Venus through the lunar bridging, you can see it very clearly.

What’s your motivation for these facetious replies? We are clearly in a recession. It is clearly due to uncertainty in tarrifs and supply chain, caused by the white house shoot from the hip style. We all feel high inflation and unemployment, even though the BLS won't report it. Buying global, which basically mean US multinational and Europe, makes perfect sense. It'll last until the shooting from the hip stops.

DP. I agree we are in recession, but I sold out of my international a couple of weeks ago. Mainly in cash with TLT and a small amount of US equity. The reason I sold out of international is that historically it tends to get dragged into US stock market woes (see 2008). The emerging markets also have gone essentially parabolic, which typically doesn't end well.

Anonymous wrote:Other markets are just playing catch-up to US market.

Anonymous wrote:

Anonymous wrote:

Anonymous wrote:So where are we in the rotation cycle guys? Late cycle? There is a flight from tech to emerging markets, developed international, and soon it’ll be consumer staples and utilities…

Anyway, I’ve been buying Gold, EWY, FLKR, AVDV, EMEQ in the meantime while they’re skyrocketing. Maybe in a year we’ll be at the late cycle more. Then recession.

No, it's close to mid-early-late cycle. Once you see the rotation of Venus through the lunar bridging, you can see it very clearly.

What’s your motivation for these facetious replies? We are clearly in a recession. It is clearly due to uncertainty in tarrifs and supply chain, caused by the white house shoot from the hip style. We all feel high inflation and unemployment, even though the BLS won't report it. Buying global, which basically mean US multinational and Europe, makes perfect sense. It'll last until the shooting from the hip stops.