Liberal Forum

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...

Blackvegetable » 22 Apr 2025, 5:42 am » wrote: ↑

22 Apr 2025, 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...

Hey Dickhead Deluxe Supreme....

Your new title sure does sound like a Dairy Queen Specialty Item...

How does the title Dairy Queen Dickhead sound?

Blackvegetable » 22 Apr 2025, 5:42 am » wrote: ↑

22 Apr 2025, 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.

*Beekeeper » 22 Apr 2025, 7:15 am » wrote: ↑

22 Apr 2025, 7:15 am

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.

You're a **** idiot...


 

Blackvegetable » 22 Apr 2025, 7:22 am » wrote: ↑

22 Apr 2025, 7:22 am

You're a **** idiot...

So what??

Did PRICES GO UP during that time??

Uh, why YES!! YES THEY DID!! And Biden pumped TONS OF MONEY Into the system as well!!

CAUSING INFLATION, DICKSUCK!! LOTS OF IT TOO!!

 

*Beekeeper » 22 Apr 2025, 7:24 am » wrote: ↑

22 Apr 2025, 7:24 am

So what??

Did PRICES GO UP during that time??

Uh, why YES!! YES THEY DID!! And Biden pumped TONS OF MONEY Into the system as well!!

CAUSING INFLATION, DICKSUCK!! LOTS OF IT TOO!!

You are ALWAYS wrong.

Never, ever forget it.
 

Blackvegetable » 22 Apr 2025, 7:26 am » wrote: ↑

22 Apr 2025, 7:26 am

I am ALWAYS wrong.

Never, ever forget it.

We KNOW

FJB » 22 Apr 2025, 7:27 am » wrote: ↑

22 Apr 2025, 7:27 am

We know I am a coward. 

True

Blackvegetable » 22 Apr 2025, 7:29 am » wrote: ↑

22 Apr 2025, 7:29 am

True

LMFAO coming from a loser that can't define a woman.

FJB » 22 Apr 2025, 7:36 am » wrote: ↑

22 Apr 2025, 7:36 am

LMFAO coming from a loser that can't define a woman.

You're gonna die a virgin.

Blackvegetable » 22 Apr 2025, 5:42 am » wrote: ↑

22 Apr 2025, 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. 
 

How many trillions are being invested in the USA, 5,6,7 or more. What did the dems ever do.

Blackvegetable » 22 Apr 2025, 7:26 am » wrote: ↑

22 Apr 2025, 7:26 am

You are ALWAYS wrong.

Never, ever forget it.

Simple question. Did PRICES go up during that period of time??

Uh, YES, YES THEY DID!! It's how INFLATION IS MEASURED, DICKSUCK!!

Please, stop trying to make others think you are sooooo **** "smart", when you're dumber than a box car full of anvils. 

Bottom line is, you don't have a CLUE what causes inflation and how BIDEN printing money to pay for all his SPENDING is one of the causes.

@ROG62  

Nod
 
 
 

Vegas » 22 Apr 2025, 9:21 am » wrote: ↑

22 Apr 2025, 9:21 am

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):

 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.

No explanation of why this investor shift matters long-term

it's a "trade"...

It isn't measured in "long term"..

It matters for the same reasons ALL reversals of capital flow matter. Reasons I, with my demigod like patience, couldn't hope to make understandable to an inbred **** narcissist...

My turn...

Looking around your man cave/guest privvy, do you see any other inbred **** narcissists?

 

Blackvegetable » 22 Apr 2025, 10:36 am » wrote: ↑

22 Apr 2025, 10:36 am

it's a "trade"...

It isn't measured in "long term"..

It matters for the same reasons ALL reversals of capital flow matter. Reasons I, with my demigod like patience, couldn't hope to make understandable to an inbred **** narcissist...

My turn...

Looking around your man cave/guest privvy, do you see any other inbred **** narcissists?

LOL—there it is. When asked for real economic alternatives, Mary delivers:

• One vague phrase (“it’s a trade”)
• A fake mic drop (“reversals of capital flow”)
• And then, as always, a profanity-laced meltdown complete with goat references.

Translation: “I have no idea how to answer your question, so here’s a barrage of insults, a sprinkle of econ terms, and a demand to turn the conversation back on you.”

You had a chance to rise above Dodge #121, but instead you delivered a cocktail of vague econ jargon, animal metaphors, and the emotional range of a broken fax machine.

Still waiting on the part where you outline your policy alternative to restore global investor confidence. You know, the actual question.
 

Blackvegetable » 22 Apr 2025, 10:36 am » wrote: ↑

22 Apr 2025, 10:36 am

it's a "trade"...

It isn't measured in "long term"..

It matters for the same reasons ALL reversals of capital flow matter. Reasons I, with my demigod like patience, couldn't hope to make understandable to an inbred **** narcissist...

My turn...

Looking around your man cave/guest privvy, do you see any other inbred **** narcissists?

Hmmmm.

S&P 500 Index
5,260.50
Change
+ 102.30 1.98% 

Sucks for you, huh?? How many puts did you buy and now are LOSING YOUR *** ON??

           

*Beekeeper » 22 Apr 2025, 10:43 am » wrote: ↑

22 Apr 2025, 10:43 am

Hmmmm.

S&P 500 Index
5,260.50
Change
+ 102.30 1.98% 

Sucks for you, huh?? How many puts did you buy and now are LOSING YOUR *** ON??

         

Do you use a retail advisor?

Blackvegetable » 22 Apr 2025, 11:08 am » wrote: ↑

22 Apr 2025, 11:08 am

Do you use a retail advisor?

I prefer wholesale. They are cheaper. Too much markup in retail.

@ROG62  

*Beekeeper » 22 Apr 2025, 1:01 pm » wrote: ↑

22 Apr 2025, 1:01 pm

I prefer wholesale. They are cheaper. Too much markup in retail.

@ROG62

That makes sense...

The Retail Advisors/Wholesalers relationship is much like that between Birds and Snakes...

A savvy guy like you wouldn't be susceptible, I'm sure.
 

Blackvegetable » 22 Apr 2025, 11:08 am » wrote: ↑

22 Apr 2025, 11:08 am

Do you use a retail advisor?

It occurred to me as to why you ask so many questions, while evading everyone else's. You fancy yourself as a gadfly, like some Socrates or something. 

Mary, you are no Socrates. 

Ask me why.