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0 pointsthanhhaimai5mo ago0 comments

I think you're conflating between 2 different things: the USD and US stocks from US companies.

- The USD is definitely losing value. That also means stocks from US companies would be cheaper from a foreigner's point of view.

- That means it represents good investment opportunity as long as the fundamentals of those companies are not affected too much (e.g. AI companies not directly affected by workers' raid, or pay tarrifs). Nothing is contradictory here.

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ajross5mo ago

> - The USD is definitely losing value. That also means stocks from US companies would be cheaper from a foreigner's point of view.

That's actually not quite right. You can only buy securities on US markets with US dollars. You'd have to buy dollars on the money market to make that trade. So to the extent that "cheaper dollars" are driving investment in dollar-valued securities, they're increasing the value of the dollar on the global market by the same amount.

All markets seek toward efficiency. The situation you posit would be subject to a money-printing arbitrage loop if it actually existed.

xhrpost5mo ago

I understand what you're saying but I don't think I'm conflating. OP specifically said "USD assets", which I took to mean things like stocks.

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