The Collapse That Will Change A Generation ?

Agree TomEdison, market conditions can go unaffected by HQ geographical characteristics, yet there is a tipping point. And a good observation at level of revenues still earnt in the US - though this likely falls over time as others grow.

When we talk about big-tech companies, we are in the end probably talking about not much more than 10 companies, who are exposed to a bubble and some who maybe do not see themselves as American anyway?

Crisis in US has historically triggered reform, maybe a short-term problem but for now they have political gridlock/legalised corruption in a politics on a grand scale.
 
presidenttttt said:
Crisis in US has historically triggered reform, maybe a short-term problem but for now they have political gridlock/legalised corruption in a politics on a grand scale.
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This is the main bit that worries me. As Buffett said, never bet against the US, but this isn't Buffet's USA. It's a very different beast, and as I said before this is the second time they've voted for it, on a bigger scale (i.e. Trumpist congress and senate, very few Reaganist republicans speaking up).

On the issue of big tech getting profits globally, what happens when US Big Tech is starved of talent, education and innovation are shunned, Trump's "base" feel neglected by the elitist east and west coast billionaires, etc, etc.

Like I said before, it's the loss of critical faculties, the cultism of it all, that worries me most.
 
Flybytheseat said:
Buffet is already betting against the US having moved a substantial allocation of his portfolio to T-Bills or essentially cash.
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And that seems to be where the real problems are now in the debt markets, investors have actually gone back into the stock markets now and are more scared of the bond markets. Normally they run from stocks to the "safety " of bonds during turmoil but the size of the US debt load and the trump shenanigans about cutting taxes has scared them away from US treasuries and shone a light on all other governments with very large debts and dependency on bond markets.

Ireland looks good for now since most of our debt was refinanced at ultra low interest rates during covid so we don't have a large amount of debt needing to be rolled over in the near future. Also our inflated GDP figures make Irish debt look reasonable for now since they are always expressed as debt to GDP rather than debt to GNP
 
joe sod said:
And that seems to be where the real problems are now in the debt markets, investors have actually gone back into the stock markets now and are more scared of the bond markets.
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True though not for short term T-Bills which Buffet holds. The 10-Year and 30-Year US Treasury Bonds are the ones suffering.
 
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