“Very soon” that’s what’s been said for years now. I too think this isn’t sustainable, but it sure feels like it’ll keep rolling for a number of years.
I’m still invested in some US stocks, but I’m switching my US market exposure to an index fund that weights by actual sales, revenue, and other objective factors, rather than market cap. Companies don’t even get into the index unless they turn a profit first.
Moving your money to overseas markets isn’t going to protect it. Other countries are having similar liquidity and bond issues. When the bubble bursts it’s going to be world wide.
Also fundamentals don’t mean shit when the bubble pops. Everything will come crashing down because everyone is panicking and knows that everyone else is also panicking. It will have a domino effect and even markets that aren’t even part of the bubble will get hit.
Yup I moved mostly out of usd, no stocks listed in the US, no US Treasuries.
I see either default or massive inflation or both in the cards for the US very soon.
“Very soon” that’s what’s been said for years now. I too think this isn’t sustainable, but it sure feels like it’ll keep rolling for a number of years.
Yup I’m definitely foregoing upside but I don’t want to be stressing about trying to find the best time to exit every day.
“markets can remain irrational a lot longer than you and I can remain solvent.”
I’m still invested in some US stocks, but I’m switching my US market exposure to an index fund that weights by actual sales, revenue, and other objective factors, rather than market cap. Companies don’t even get into the index unless they turn a profit first.
Which index is that?
I’m curious as well!
FNDX and similar.
https://www.schwab.com/research/mutual-funds/tools/schwab-funds/index-funds/fundamental
FNDX and similar.
https://www.schwab.com/research/mutual-funds/tools/schwab-funds/index-funds/fundamental
pls share
FNDX and similar. https://www.schwab.com/research/mutual-funds/tools/schwab-funds/index-funds/fundamental
Moving your money to overseas markets isn’t going to protect it. Other countries are having similar liquidity and bond issues. When the bubble bursts it’s going to be world wide.
Also fundamentals don’t mean shit when the bubble pops. Everything will come crashing down because everyone is panicking and knows that everyone else is also panicking. It will have a domino effect and even markets that aren’t even part of the bubble will get hit.
Agreed, but they shouldn’t tank as bad and businesses with healthy profits and a history of dividends should bounce back quickly.
It’s just not worth paying capital gains to pull it out of the market.
Yea I don’t know why people think that this AI bubble is just in the USA, this is a global race, not just a US thing.