3 ms·

Can you explain more? The tariffs hit other country's stock markets harder than the USA's, as the trade represents a significant portion of a country's GDP. I

by itake 2y ago

Can you explain more? The tariffs hit other country's stock markets harder than the USA's, as the trade represents a significant portion of a country's GDP. I guess the answer is to diversify away from the USA trade? But then to what?

tossandthrow 2y ago
The question is if you consider yourself an active trader, ie. how do I optimize a trading path to maximum payoff, or if you are a passive investor. If does not sound like you are an active investor? For "paper assets" I apply, and would recommend, lifetime investment in a global, well diversified portfolio. Ie. I adjust my risk tolerance with leverage and not by picking positions. There is no reason why commodities, metals, crypto should not be a part of your "paper asset" portfolio. (I call it paper assets as "stocks" seems to mean ownership in companies, which is a bit too narrow - there are ETFs for most of this stuff) Housing is a personal question. As an investment it usually does not pay off and compares to stock picking / active trading.
rsynnott 2y ago
> The tariffs hit other country's stock markets harder than the USA's ... Did they? Which countries? What made you think that? S&P500 is down about 9% YTD. FTSE250 (UK) down about 8% (but that's in pounds, and the pound is up 5% on the dollar). Shanghai Composite Index(China) is down 2.5%. Stoxx 600 (Eurozone, broadly) is down 1.5% YTD. The only big one where what you say _appears_ to be the case is the Nikkei 225 (Japan), which is down 15%... but remember that it's denominated in yen, and the dollar's down over 8% vs yen in the same time. As far as I can see, the only way you could even pretend this was the case would be by ignoring the decline of the dollar, and even _if_ you ignore the decline of the dollar that only really works for Japan, not Europe or China.

3 ms·

Can you explain more? The tariffs hit other country's stock markets harder than the USA's, as the trade represents a significant portion of a country's GDP. I

by itake 2y ago

tossandthrow 2y ago
The question is if you consider yourself an active trader, ie. how do I optimize a trading path to maximum payoff, or if you are a passive investor. If does not sound like you are an active investor? For "paper assets" I apply, and would recommend, lifetime investment in a global, well diversified portfolio. Ie. I adjust my risk tolerance with leverage and not by picking positions. There is no reason why commodities, metals, crypto should not be a part of your "paper asset" portfolio. (I call it paper assets as "stocks" seems to mean ownership in companies, which is a bit too narrow - there are ETFs for most of this stuff) Housing is a personal question. As an investment it usually does not pay off and compares to stock picking / active trading.
rsynnott 2y ago
> The tariffs hit other country's stock markets harder than the USA's ... Did they? Which countries? What made you think that? S&P500 is down about 9% YTD. FTSE250 (UK) down about 8% (but that's in pounds, and the pound is up 5% on the dollar). Shanghai Composite Index(China) is down 2.5%. Stoxx 600 (Eurozone, broadly) is down 1.5% YTD. The only big one where what you say _appears_ to be the case is the Nikkei 225 (Japan), which is down 15%... but remember that it's denominated in yen, and the dollar's down over 8% vs yen in the same time. As far as I can see, the only way you could even pretend this was the case would be by ignoring the decline of the dollar, and even _if_ you ignore the decline of the dollar that only really works for Japan, not Europe or China.