Serves me right for only skimming the article before posting it here. Will try to do some better due diligence the next time.
Uuuh… wait no, it was a test and you all passed, congrats 
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All in.
With sentiment so low, I think there could be buying opportunities here (of course with a lot of risk too). I wish I had more money to invest!
Finpension screwed up my rebalancing and now I missed out on the low of the last Tuesday. Tomorrow is the next trading day and it seems to be a lot higher than last Tuesday. There are no bounds to my luck 
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I could see another big drop from here. In my opinion the market is still in denial and hasn‘t priced in the tariffs much.
If the tariffs are staying and US policy staying erratic, we will go lower I‘m very sure of that.
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close for 8th April MSCI ACWI (ref SSAC.SW)-: 69.32
current levels -: 69.82
I dont see this as huge difference
Is your portfolio heavily skewed towards US?
I don’t see the reciprocal tariffs staying at all. heck apart from china, they haven’t even been applied.
worst case, we wait 4 years until the next president removes them.
And in these 4 years we will have a depression then, as economic growth slows.
Plus the lasting damage to economic policy expectations with the US.
Even the baseline 10% tariffs will cause some economic growth slowdown.
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maybe that was the target to achieve in the first place?
Go in, kick down the doors, threaten everyone… then play the nice guy to apply only 10% tariffs?
“the art of the deal” in a day of a poker player 
(I guess he will fold latest at the River)
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If you believe that, shouldn’t you sell NOW?
Or it is just fear?
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I think all this is to cause a reversion to the mean.
US has outperformed many years due to assumption that other markets are not that interesting as US.
Now the tide is turning and US is under question. This would invariably force investors to ask for higher risk premiums which means lower valuations
It’s unfortunate for world ETF investors because all of them are heavily exposed to US. But maybe not that unfortunate for average foreign investor who is typically quite biased to domestic stocks.
Nevertheless -: everyone will end up getting 4-5% real returns over a long period of time. The breakdown during the period might vary
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I don‘t know if the tariffs will be kept or if they will be reversed.
I just believe that the tariffs are not priced in as if they have a high chance of staying in a meaningful way.
You can‘t make good decisions in this environment, if everything hinges on Trump‘s nood and some tweets.
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Excellent posting, thanks. Making a plan and sticking to it, no matter if the times are calm or rough, I would say.
100 crashes with >=50% drops? I experienced only 10 >=20% drops… the last 45 years.
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It’s actually 1032 events for which a market declined by more than 50% over a 12-month period. (around minute 7).
But they’re talking about national stock markets, also looking back all the way to 1692.
Please stand back, the tarriffs are clearly CLEARLY working!
(Source)
;-)(in case anyone was in doubt about me not joking, for once)
I’ve read that Google had an announcement about their new AI Chips. That might be the real reason. ( duckduck :“ironwood”. Or bing it. or google it)
Short-term pain, long term gain!
Or was it the other way around?
The rule of (wait for) 3 days post a market shock once again worked. If you feel that the last few swings was too much for you, Mr Market found stability again. No one knows for how long. So if you want to change your long term asset allocation, think twice and if you still want to do so, do it now.
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