The Great Rotation
Source: SeekingAlpha
2025-05-02 23:15:00 ET
Summary
- The world’s biggest yard sale is taking place now that brand America is sick, and the world is on the front lawn, hoping to pick up $26t in economic activity on the cheap.
- Capital flows into EU index funds and institutional interest in investing in the U.S. are at 30-year highs and lows, respectively.
- As such, I believe Europe and China represent investment opportunities. Since the fourth quarter of 2024, I’ve been reallocating capital out of the U.S.
- I believe Alibaba is well-positioned to continue to take advantage of the U.S.-China AI race.
“Stay in your lane” is a person’s way of saying they disagree with you, but they’re too lazy to counter your point(s) with any evidence or argument. I get this a lot when I talk about politics. Separating business from politics is akin to believing that fish swim independent of the water’s current. America’s toxic uncertainty is urging capital to look elsewhere.
The world’s biggest yard sale is taking place now that brand America is sick, and the world is on the front lawn, hoping to pick up $26t in economic activity on the cheap....
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The Great Rotation
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