4 ms·

> When the US is a rogue, isolated idiocracy This reads like wishful thinking from a butthurt European. I am not a fan of many of Trump's policies and I think

by kyboren 8mo ago

> When the US is a rogue, isolated idiocracy This reads like wishful thinking from a butthurt European. I am not a fan of many of Trump's policies and I think ex-US investor sentiment has definitely soured. But it's not like the USA is now DPRK. > how much of that money do you think will flow to the US? If there's one thing you can be sure of about aggregate investor behavior, it's that investors seek good risk-adjusted returns regardless of any moral or political objections. So long as capital flows remain unimpeded, property rights are respected, and US companies have good expected future returns, investors' money will continue to flow in to the US.

joe_mamba 8mo ago
[flagged]
- disgruntledphd2 8mo ago
  > This. Companies like Nvidia, Google et-al and investors, don't care about and won't leave the US over morals, they'll go and stay where the money is good as long as it lasts. Trying to lecture them about morals from the EU won't change this. Otherwise they wouldn't be using slave labor in Congo and sweatshop labor in China. Nobody will leave over morals (well except possibly the Norweigan sovereign wealth fund), but it's worth noting that for non-dollar investors, the US markets have basically been flat since the start of 2025, because the dollar has declined. It's entirely possible that the US no longer takes in more global capital, if this continues. It's very unlikely that all the foreign investors will leave quicker, but it's much more likely that they'll leave as they sell their investments over time.
  - joe_mamba 8mo ago
    If investors leave, where will they go though? Most of EU economy isn't doing amazing right now either, with the economies of France and Germany being propped up on life support by government spending, and there's more political turmoil at the horizon. Asia?
    - microtonal 8mo ago
      Large European pension funds are rapidly decreasing (as rapid as a pension fund can without causing too much panic, devaluing remaining assets). E.g. some large pension funds have removed 1/4th of their investments in the US in less than a year. That is pretty unheard of. (Most of them are reinvesting in Europe.)
      - joe_mamba 8mo ago
        >some large pension funds have removed 1/4th of their investments in the US in less than a year. I saw the news about the danish fund dropping some of their US investment and on closer inspection, in absolute terms it was a drop in the bucket. Mostly an optics maneuvre.
        disgruntledphd2 8mo ago
        Again, non dollar investors are flat since start of 2025. This isn't just politicisation (although that's part of it), it's that other markets are doing better than the US for now. This will be a slow process, but the direction seems pretty clear (I fully expect to see a major economy introduce capital controls within the next twenty years).
        joe_mamba 8mo ago
        > it's that other markets are doing better than the US for now. Which? US currently has a rocky status due to Trump's interference, but Trump will pass while the likes of EU and Japan won't be able to fix their structural issues of low birthrates, crazy high debt welfare speeding, etc.
        disgruntledphd2 8mo ago
        > Which? US currently has a rocky status due to Trump's interference In non-dollar terms, the US markets have been flat since 2025 (so basically since "liberation day"). > fix their structural issues of low birthrates, This is a problem basically everywhere. It's definitely worse in Europe than in the US, but the US is on the same trajectory (modulo immigration). > crazy high debt welfare speeding Where exactly are you talking about? The US government has been spending more than it takes in for the past decade at least, mostly on entitlements (i.e. welfare spending).
- soco 8mo ago
  I'm from Europe and have no idea what "democrat" is. Do you mean the US party? I didn't know they publish in Europe. Do you maybe mean everything not-MAGA? Now that's quite a blanket statement then, applying I'd say to 90% of Europeans - I'd be scared if 90% of the continent sees you like DPRK (hint: no, they don't). So please, either explain, or just cut back on useless sensationalistic metaphors.
  - joe_mamba 8mo ago
    >I'd be scared if 90% of the continent sees you like DPRK Sees me? I'm European, and am speaking to how I see other Europeans see the US, which comes from the local media which is heavily anti-US as it twists and omits facts to maintain a constant anti-Trump narrative no matter the facts since people lap it up without doing any due diligence or research online. Remember the BBC famously clipped Trump's speech to make it seem like he said something he didn't actually say on Jan 6.
    - microtonal 8mo ago
      It's funny how the BBC makes one mishap (I agree that it was bad) and we hear about it for months. At the same time Fox and others are spewing constant disinformation. Similarly, watch MSNBC for a day and you'll learn that most European media are a gold standard for journalism in comparison. Talk about using double standards.
      - joe_mamba 8mo ago
        [flagged]
        p_j_w 8mo ago
        [flagged]
        joe_mamba 8mo ago
        [flagged]
blibble 8mo ago
> But it's not like the USA is now DPRK. I'd say the perception is probably worse kim is simply not a threat he also hasn't threatened to invade us, and he's not kidnapped any foreign leaders (recently)
- zimza 8mo ago
  Exactly. These guys have blinders.

by kyboren 8mo ago

joe_mamba 8mo ago

[flagged]

disgruntledphd2 8mo ago
> This. Companies like Nvidia, Google et-al and investors, don't care about and won't leave the US over morals, they'll go and stay where the money is good as long as it lasts. Trying to lecture them about morals from the EU won't change this. Otherwise they wouldn't be using slave labor in Congo and sweatshop labor in China. Nobody will leave over morals (well except possibly the Norweigan sovereign wealth fund), but it's worth noting that for non-dollar investors, the US markets have basically been flat since the start of 2025, because the dollar has declined. It's entirely possible that the US no longer takes in more global capital, if this continues. It's very unlikely that all the foreign investors will leave quicker, but it's much more likely that they'll leave as they sell their investments over time.
- joe_mamba 8mo ago
  If investors leave, where will they go though? Most of EU economy isn't doing amazing right now either, with the economies of France and Germany being propped up on life support by government spending, and there's more political turmoil at the horizon. Asia?
  - microtonal 8mo ago
    Large European pension funds are rapidly decreasing (as rapid as a pension fund can without causing too much panic, devaluing remaining assets). E.g. some large pension funds have removed 1/4th of their investments in the US in less than a year. That is pretty unheard of. (Most of them are reinvesting in Europe.)
    - joe_mamba 8mo ago
      >some large pension funds have removed 1/4th of their investments in the US in less than a year. I saw the news about the danish fund dropping some of their US investment and on closer inspection, in absolute terms it was a drop in the bucket. Mostly an optics maneuvre.
      - disgruntledphd2 8mo ago
        Again, non dollar investors are flat since start of 2025. This isn't just politicisation (although that's part of it), it's that other markets are doing better than the US for now. This will be a slow process, but the direction seems pretty clear (I fully expect to see a major economy introduce capital controls within the next twenty years).
        joe_mamba 8mo ago
        > it's that other markets are doing better than the US for now. Which? US currently has a rocky status due to Trump's interference, but Trump will pass while the likes of EU and Japan won't be able to fix their structural issues of low birthrates, crazy high debt welfare speeding, etc.
        disgruntledphd2 8mo ago
        > Which? US currently has a rocky status due to Trump's interference In non-dollar terms, the US markets have been flat since 2025 (so basically since "liberation day"). > fix their structural issues of low birthrates, This is a problem basically everywhere. It's definitely worse in Europe than in the US, but the US is on the same trajectory (modulo immigration). > crazy high debt welfare speeding Where exactly are you talking about? The US government has been spending more than it takes in for the past decade at least, mostly on entitlements (i.e. welfare spending).
soco 8mo ago
I'm from Europe and have no idea what "democrat" is. Do you mean the US party? I didn't know they publish in Europe. Do you maybe mean everything not-MAGA? Now that's quite a blanket statement then, applying I'd say to 90% of Europeans - I'd be scared if 90% of the continent sees you like DPRK (hint: no, they don't). So please, either explain, or just cut back on useless sensationalistic metaphors.
- joe_mamba 8mo ago
  >I'd be scared if 90% of the continent sees you like DPRK Sees me? I'm European, and am speaking to how I see other Europeans see the US, which comes from the local media which is heavily anti-US as it twists and omits facts to maintain a constant anti-Trump narrative no matter the facts since people lap it up without doing any due diligence or research online. Remember the BBC famously clipped Trump's speech to make it seem like he said something he didn't actually say on Jan 6.
  - microtonal 8mo ago
    It's funny how the BBC makes one mishap (I agree that it was bad) and we hear about it for months. At the same time Fox and others are spewing constant disinformation. Similarly, watch MSNBC for a day and you'll learn that most European media are a gold standard for journalism in comparison. Talk about using double standards.
    - joe_mamba 8mo ago
      [flagged]
      - p_j_w 8mo ago
        [flagged]
        joe_mamba 8mo ago
        [flagged]

blibble 8mo ago

> But it's not like the USA is now DPRK. I'd say the perception is probably worse kim is simply not a threat he also hasn't threatened to invade us, and he's not kidnapped any foreign leaders (recently)

zimza 8mo ago
Exactly. These guys have blinders.