I’m not a fan of Tango man at all.
4 years is. Long time.
Alone, I can’t do much but do we think if Tango man want to make USA great again, he might need some foreign friends?
Money talks so what could happen if all world equity funds rebase away from the US risk exposure?
That’s the worst time actually. US stock prices have fallen, you would have bought high and sold low.
The US administration will change, Trump won’t stay there forever. If you are investing for the long term, stay the course and enjoy buying low. That’s when the money is made.
Is it really. When you check the metrics, long term anyway the US is still overvalued compared to the rest of the world.
The US market is still expensive but it’s expensive for a reason: The top US companies are very profitable.
If you were happy buying before when valuations were higher you should be happier now, if you are investing for the long term.
That’s my perception. It’s your money and your decision. 
I get where you’re coming from and I’m mindful of geographical diversification, particularly with China.
But part of me just wants to invest in the best companies regardless of where they’re based and it so happens that most are in the US.
I try not to be swayed too much by what’s front and centre of investors’ minds at a given moment.
Today, it’s tariffs and Trump; before, it was inflation, covid and so on; and before too long, it’ll be something else.
I figure it’s futile for me to spin whichever way the wind’s blowing as if I have any real idea what’s going to happen.
Well here’s an interesting graph as apparently it’s only a fairly recent thing having an all world index ex US, so the nice people at MSCI have backdated their index:
Source: https://www.msci.com/documents/10199/86494e1f-914e-4aa5-82a9-2e29ed5adbbf
Now the statistics on this show the outperformance is only a relatively modern trend, which is mostly driven by a few key companies.
My main counter argument is that when most markets over / under perform by 70% to the norm, they typically revert back to the norm. It’s not quite 70% yet, but how close that is depends on the timeframe we review.
Is this different - perhaps, perhaps not!
Not for much longer. The Orange lunatic is burning the brand tweet by tweet.
