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...

Ah yes—Mary’s morning routine: copy headline, paste quotes, toss in one sarcastic jab, and… that’s it. No analysis, no context, no original thoughts. Just a smug “gotcha” and a vague jab at “Fondler,” as if we’re all supposed to be keeping up with his grudge board.

Bloom’s Taxonomy Evaluation #3:

Level 1 – Remembering:
You copied the Bloomberg summary and remembered some numbers. Congrats—you can read.
 
Level 2 – Understanding:
No explanation of why this investor shift matters long-term, how it compares to other historical selloffs, or how policy uncertainty impacts valuation. You just parroted a strategist and tossed in snark.
 
Level 3 – Applying and above:
Absolutely not. No real application, no comparative analysis, no discussion of policy alternatives or investor behavior. You didn’t use the information—you just flung it like a Twitter drive-by.
 
Final Rating: Bloom’s Level 1.2 — Copy, paste, insult, repeat.

Your Question (which will be ignored like the last 120):

If Trump’s trade policies are fueling long-term investor uncertainty, what alternative policies would you propose to retain international confidence in U.S. markets—without relying on slogans or sarcastic one-liners?

 Take your time, Mary. I’ll go ahead and pre-tag this Dodge #121.
 
1. Continue to lie about why he is owed 121 dodges.