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joe_mambayesterday at 4:17 PM2 repliesview on HN

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?


Replies

microtonalyesterday at 4:30 PM

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.)

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disgruntledphd2yesterday at 4:35 PM

> the economies of France and Germany being propped up on life support by government spending

The US government is running (and has been for at least a decade now) a substantial deficit, which is basically propping up the economy with government support.

> there's more political turmoil at the horizon

Again, look to your own house. Even if you ignore all the Trump noise, the attempted politicisation of the Fed is very dangerous for the US economy.

> Asia?

Asia & Europe. It's beyond absurd that the US stock markets have 65% of total value, and was never going to last forever. All this craziness from the government is just speeding up something that was always going to happen.

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