Liberal Forum

Blackvegetable » Today, 5:42 am » wrote: ↑

Today, 5:42 am

Global investors’ rotation out of American assets will go on for years if President Donald Trump persists with his trade policy, according to a strategist who timed the unwind of US exceptionalism almost perfectly.

Societe Generale SA head of asset allocation Alain Bokobza was a US asset bull for a year until September 2024, when he warned of cracks appearing. He reiterated that call in February, warning investors to slash their exposure to US stocks and the dollar. The S&P 500 has fallen 15% since, while the Dollar Index is down nearly 9%.

“Back in September, we told clients that valuations in the US were worrying and that the US election could open the door to a less rosy scenario,” Bokobza said in an interview in Paris. “The new administration in Washington has created a very high level of broad uncertainty. This great rotation is just starting and could last for years.”

https://www.bloomberg.com/news/articles ... o-recovery

What a difference 120 days make, eh?

Good thing Fondler's calls don't expire until 2030...

Unwinding Bidenflation isn't going to be pleasant, DICKSUCKER!! The MARKETS are still correcting from the INFLATION that overvalued them 

And I may have already exercised a few of my calls. Seeing how your 4 FINRA licenses are outstanding in being able to make predictions and **** that no one with a modicum of brains would follow no matter how good it sounds.

Did you churn accounts a lot?? No doubt you did.