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Sell America Is the New Trade on Wall Street

"Investors are increasingly souring on the United States, as illustrated by the declining dollar, the stalled stock market and rising government borrowing costs."

Shareable NYT article

Comments

  • Mark, thank you.
  • Mark said:

    "Investors are increasingly souring on the United States, as illustrated by the declining dollar, the stalled stock market and rising government borrowing costs."

    Shareable NYT article

    Including this investor....
  • "The sentiment started to take hold in financial circles after the shock of sky-high tariffs sent stocks and bonds into a tailspin last April, but it has taken off recently as the Trump administration has pursued policies like attacks on the Federal Reserve’s independence and threats of a new trade war with Europe that are worrying investors anew."
    WAY overdue.
  • edited 1:28PM
    Washington's rare earth push with (former?) allies. To counter China's dominance. Jeez, The Orange Doink bad-mouths them all, then wants cooperation. Child.
    https://www.semafor.com/article/02/04/2026/us-proposes-rare-earth-trading-bloc-with-allies
  • We are well underway on Sell America.
  • "A new investment thesis has spread through global markets at the start of 2026, as trading strategies long built on the primacy of the United States now opt for a new approach: Sell America."

    At long last, Rip Van Winkle awakes.
  • Anyone care to share their international equity allocation? I am looking at 60% to avoid heavy tech weighting and generally high valuations.
  • So poor leadership can sink both the markets and the general economy at the same time? Wild.
  • Who'd a thunk it, eh, lads ?
  • "So poor leadership can sink both the markets and the general economy at the same time?"

    And also close the Kennedy Center for good measure.
  • Yep, I have another fund transfer set for COB today from US growth and index to SMIDs and INTL.

    I would expect that many who are a little late, like me, will be forcing momentum in that direction.
  • JD_co said:

    So poor leadership can sink both the markets and the general economy at the same time? Wild.

    And, as we have seen, it requires a concerted effort to cause such big changes. A lot of poorly-conceived concerted efforts. An abject lesson in what not to do.

  • Crash said:

    Washington's rare earth push with (former?) allies. To counter China's dominance. Jeez, The Orange Doink bad-mouths them all, then wants cooperation. Child.
    https://www.semafor.com/article/02/04/2026/us-proposes-rare-earth-trading-bloc-with-allies

    I take this to indicate that he has no better idea to counter China's rare Earth dominance, than asking for help from those he treats as adversaries.

    They must have figured out that Greenland and Venezuela are not some quick fix.

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