4Semana·

trump tarifs and all other shit

It surprised me how few people talk about the impact that trump actions bring to the stock market.

It should be clear to everyone that it will hurt all allies, but it would be most painful for US, and in fact you can already see from the stock market.

YTD $SPY5 (-3,16%) down 1.16% (S&P500)
YTD $VEUR (-4,72%) up 13% (Europe ETF)

both above are nominated in US dollars.

There are only 2 countries that can gain from trade wars and it is China, and russia.

I think nobody expects it when trump was elected but it is the reality that we are currently living.

As for me, I decided already month ago that from now on I will invest only in EU stocks and ETF (plus I will use dollars I already have in my account), but I'm curious how you all see this and when the market will be more calm again.

As a bonus as EU citizen I feel that US betrayed us and shouldn't be trusted any longer for some unknown period of time.

5 Comentários

Jo'@Jo_Wolf

4Semana

I don't care. Trump will be gone in 4y, my portfolio will still be there. End of the story

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Jonathan@ProTox

4Semana

@Jo_Wolf if he‘s gone, you never know what he‘s planing/doing

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Mikolaj@Volcano

4Semana

@Jo_Wolf Depends on what type of investor you are. If you are looking only for capital appreciation it could be that it will take years for US stocks to come back to current valuation.

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Soprano@Soprano

4Semana

According to your own logic you should invest in China in Russia then? Didn’t you say literally they are the only ones that benefit? Anyway Europe is cooked.

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Mikolaj@Volcano

4Semana

@Soprano You can easily see how good deal with russia in long term by German example. China is in a win-win situation anyway, but there is opportunity also forthe EU. Since I'm also EU citizen I prefer to stick to EU stocks. You not correctly assume that I'm focusing on maximalizing gains and that's not true. I'm looking for around 4% price gain and 4% dividends per year. For that, you don't need to invest outside of EU.

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