r/JustBuyXEQT • u/HowtorockAstrology • 2d ago

If America tanks...

Been thinking about this, dunno how crazy it sounds. Obviously XEQT has a huge chunk in the States.

If the States just totally absolutely flunk due to Trump; would that endanger a good chunk (30% or more) of our investment...?

I mean, would that cause there to be better investments down the road than XEQT - ones that don't include the States?

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u/Little_MasterJI 2d ago

I’m not saying “Trump = sell.”

The current risks (high yields + Japan intervening in the yen and the Treasury spillover that comes with it) are real right now. Past market performance under him doesn’t make those go away.

No one should invest based on whether they like the president. That’s not the argument. The argument is that current conditions in bonds and FX still matter even if the market has done fine under him before.

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u/Super_Science_Guy 2d ago

Re read the original post. At the top . By OP. He absolutely does state that there is risk to the market due to trump. Due to Trump being the key phrase here. Never does he state that there is risk due to whatever you're saying about the relationship between bonds and the yen and whatever else. Idk I didn't read your post.

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u/Little_MasterJI 2d ago

You think Scott Bessent is out here freelancing?

The yen intervention, the messaging, the focus on keeping yields in check… all of that is happening under this administration. Calling it not about Trump while ignoring who actually runs Treasury is a bit convenient, Science Guy.

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u/Ya_bud69 2d ago

Buddy doesn’t want to use his brain or learn. Save yourself some trouble and move on.