At least it doesnt have an effect on worldwide market (yet).
→ Another day, another all time high of our beloved VT
Old news.
Whatever happens in China won’t change the world markets’. The only issue might be that they decide to create problems outside their borders to distract the population. As it happens in other countries…
I might be more worried about other news, like the 2025 thing…
Come on, let us get back to the other MAGA: make assets grow again
Exactly, some things are beyond our control, so we just have to accept them. We can still plan to take into account different possibilities.
I thought we were supposed to avoid politics on this forum?
I’m a very political person. I discuss a lot about politics with my friends and my familiy and I usually have a strong opinion. But when it comes to my investments, I try to be blind on my political eye. Voting and elections in Switzerland will have zero impact on the world’s markets. And when I look at the S&P charts, it doesn’t even matter if the US of A have a republican or a democratic president. The only thing, I’m really concerned about, … well this forum is not about politics, but as science is very clear on this … is the climate change. But still, I stronly believe, the passive investment will outperform any ESG stuff.
I’m anti-ESG from an investment perspective - logically having fewer people invest in certain stocks means that they are under-bought and under-valued.
So being non-ESG is a plus factor for me.
Indeed, please avoid political topics. We have seen in the past the kind of mess it creates on this forum. I have hidden reported messages.
Without going into politics. How do you think the US president election and whats happening around it (Trump assasination attempt yesterday for example) will affect the market?
Down at first because reasons and up later.
Market movements will be brought into connection with political events, but I don’t think there is much causality.
Well, what kind of replies do you expect besides another round of pointless finger pointing?
What happened with USD and EUR? My investments made a rather large jump suddenly.
Ignore fx movements on the weekend. FX markets are closed. Monday should normalize again.
Finally, VT & USD/CHF tumbling, accumulators rejoice !
Is VT kind of following the USD trend here? It should be right? Because a big number of the companies in there are USD based and if USD loses quickly value, they also lose value. Or is this unrelated…?
I’m not an economist, but it seems the correlation coefficient has varied over time for USD/CHF and SPX500:
True, that chart doesnt look correlated at all. Was just wondering today as they both simultaneously drop.
Trump‘s statements about Taiwan sending the market tumbling. And market is pricing in, that he is winning. Which after the stuff that happened recently, is pretty much guaranteed.
At least my small cap funds are up big time over the last week.
That could play a role.
And there are media outlets that accelerate some concerns.
I read the market is pricing in rate cuts, which benefit small cap a lot more.
Yep, also apparently Trump‘s VP is pretty anti big corporations and pro smaller businesses (big in the sense of mega caps).