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Sensationalist 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

Sensationalist 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.

evolve2k 2y ago
Whatever you need to tell yourself. For those of us outside the US many of us are tired of the antics. Most of the rest of the world is long tired of Americans shouting everyday that they are the best and they should come first. Say it enough times and we’ll look for other more relational and reliable trading partners.
- sQL_inject 2y ago
  There's nothing substantive about a comment like this. The US has dominated indices for decades and the amount of money those indices have generated non-US investors is huge. Belief in the US based indices domestically and abroad is still superior, just look at the numbers. The US has a gargantuan debt problem to handle, and reciprocity in tariffs seems far from an 'antic.'
  - pseudony 2y ago
    There is, actually. Instability where you win or lose based on which loony is next in driver's seat is not super appealing for folks on the outside, you know, those who get the stick. WRT tariffs, both economists and more layman's explanations make it clear that, at the very, very least, the Trumpian view is out of touch with reality. For example country A, having a massive trade deficit with country B, because you buy raw materials which you refine into products and sell to country C can absolutely be a good thing for country A - and it's very conceivable that imposing a tariff on the materials from B just undermines the profitable business in your country, as the margins from that industry is squeezed by the tariffs you imposed. For an interesting walk through tariffs, subsidies and whatnot, see https://m.youtube.com/watch?v=fSXGUGFncgk&pp=ygUPcGVydW4gdHJhZGUgd2Fy https://m.youtube.com/watch?v=fSXGUGFncgk&pp=ygUPcGVydW4gdHJ... (Perun on trade wars).
  - lovich 2y ago
    That belief was based on a lot of suppositions like the gold in Fort Knox being there(had that fight with Europe already and resolved it until recently), the backing of NATO allies, the backing of long term allies like Canada and Britain who we have threatened with annexation and referenced as losers militarily, respectively in the past month, or even basic rule of law in line with our own systems. We have become a source of absolute chaos and until we settle down into an understandable and, critically, stable set of behaviors three is no belief in us. You can’t rely on past behavior as a source of trust for counter parties when you are simultaneously telling those counter parties that every agreement you enter into is worth nothing upon tomorrow.
  - deleted 2y ago
    [deleted]
  - evolve2k 2y ago
    Past performance is no guarantee of future performance. The US is actively stopping honouring its international engagements and relations. It’s already starting to have an effect. Confidence once lost is hard to regain the same goes for trust.
- borgdefenser 2y ago
  The headline is what people want to read but has little to do with reality. My non-US positions have done shockingly nothing the past few years. Chinese equities were practically being given away a year ago. At some point there was going to be rotation but believe what you want. Of course, news headlines about the market are never wrong!
lovich 2y ago
> 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. Can you stop lying to yourself and to our faces? How can you claim that a this is 1: temporary 2: if it is temporary this is a good thing because it will make debt repayments easier 3: (the part you may disagree with, but I’d give you the same consideration as someone telling me the sky was actually neon pink usually) national debt payments take longer to pan out than a “temporary” down market
- simne 2y ago
  I have interest and hard question for you. Please read carefully and answer very seriously. 1. It is obvious, Trump moves lead to shrink federal govt spending and with high probability could shrink national debt and lower taxes. 2. It is obvious, after market shrink could be great grow, because market economy tends to expansion, and it will be even better because lowered debt. 3. It is not so obvious, but after great wars, like in Ukraine now, appear large demographic problems, so significant grow could begin only after demography will return to health state. So questions are: 1. Do you think, Trump administration could so much affect demography, so it could brake market down? How this could be done in US? 2. If you are not considering significant demographic problems, please explain, from where you considering market brake?
  - simne 2y ago
    Sorry, I made typo: meaning dawn, not down. But questions still same.
  - acdha 2y ago
    > with high probability could shrink national debt and lower taxes. Lowering taxes for at least some people is a given, but he raised the debt by $5T last time and the proposed budget this time around is similarly raising the deficit further. Serious deficit reduction is not a “high probability” without some convincing reversal.
    - 2y ago

evolve2k 2y ago

Whatever you need to tell yourself. For those of us outside the US many of us are tired of the antics. Most of the rest of the world is long tired of Americans shouting everyday that they are the best and they should come first. Say it enough times and we’ll look for other more relational and reliable trading partners.

sQL_inject 2y ago
There's nothing substantive about a comment like this. The US has dominated indices for decades and the amount of money those indices have generated non-US investors is huge. Belief in the US based indices domestically and abroad is still superior, just look at the numbers. The US has a gargantuan debt problem to handle, and reciprocity in tariffs seems far from an 'antic.'
- pseudony 2y ago
  There is, actually. Instability where you win or lose based on which loony is next in driver's seat is not super appealing for folks on the outside, you know, those who get the stick. WRT tariffs, both economists and more layman's explanations make it clear that, at the very, very least, the Trumpian view is out of touch with reality. For example country A, having a massive trade deficit with country B, because you buy raw materials which you refine into products and sell to country C can absolutely be a good thing for country A - and it's very conceivable that imposing a tariff on the materials from B just undermines the profitable business in your country, as the margins from that industry is squeezed by the tariffs you imposed. For an interesting walk through tariffs, subsidies and whatnot, see https://m.youtube.com/watch?v=fSXGUGFncgk&pp=ygUPcGVydW4gdHJhZGUgd2Fy https://m.youtube.com/watch?v=fSXGUGFncgk&pp=ygUPcGVydW4gdHJ... (Perun on trade wars).
- lovich 2y ago
  That belief was based on a lot of suppositions like the gold in Fort Knox being there(had that fight with Europe already and resolved it until recently), the backing of NATO allies, the backing of long term allies like Canada and Britain who we have threatened with annexation and referenced as losers militarily, respectively in the past month, or even basic rule of law in line with our own systems. We have become a source of absolute chaos and until we settle down into an understandable and, critically, stable set of behaviors three is no belief in us. You can’t rely on past behavior as a source of trust for counter parties when you are simultaneously telling those counter parties that every agreement you enter into is worth nothing upon tomorrow.
- deleted 2y ago
  [deleted]
- evolve2k 2y ago
  Past performance is no guarantee of future performance. The US is actively stopping honouring its international engagements and relations. It’s already starting to have an effect. Confidence once lost is hard to regain the same goes for trust.
borgdefenser 2y ago
The headline is what people want to read but has little to do with reality. My non-US positions have done shockingly nothing the past few years. Chinese equities were practically being given away a year ago. At some point there was going to be rotation but believe what you want. Of course, news headlines about the market are never wrong!

lovich 2y ago

> 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. Can you stop lying to yourself and to our faces? How can you claim that a this is 1: temporary 2: if it is temporary this is a good thing because it will make debt repayments easier 3: (the part you may disagree with, but I’d give you the same consideration as someone telling me the sky was actually neon pink usually) national debt payments take longer to pan out than a “temporary” down market

simne 2y ago
I have interest and hard question for you. Please read carefully and answer very seriously. 1. It is obvious, Trump moves lead to shrink federal govt spending and with high probability could shrink national debt and lower taxes. 2. It is obvious, after market shrink could be great grow, because market economy tends to expansion, and it will be even better because lowered debt. 3. It is not so obvious, but after great wars, like in Ukraine now, appear large demographic problems, so significant grow could begin only after demography will return to health state. So questions are: 1. Do you think, Trump administration could so much affect demography, so it could brake market down? How this could be done in US? 2. If you are not considering significant demographic problems, please explain, from where you considering market brake?
- simne 2y ago
  Sorry, I made typo: meaning dawn, not down. But questions still same.
- acdha 2y ago
  > with high probability could shrink national debt and lower taxes. Lowering taxes for at least some people is a given, but he raised the debt by $5T last time and the proposed budget this time around is similarly raising the deficit further. Serious deficit reduction is not a “high probability” without some convincing reversal.
  - 2y ago