U.S. Markets in Retreat? A Wary Eye, Global Investors Cast!

Fast Money Slow Faith

Hmm a live event at Nasdaq MarketSite there is. Melissa Lee and the traders watching them we must. But more important this is. Rebecca Patterson speaks of global investors rethinking U.S. markets they are. Like a Jedi sensing a disturbance in the Force feel it I do. 'Fast Money,' she says on CNBC. But fast fleeing could be the money soon.

Tariffs? Or Trust Lost?

Worried about tariffs these investors are. But deeper it goes yes. America's reliability questioned it is. Like a Sith Lord wielding power carelessly the U.S. is seen. Weaponizing capital markets for economic goals they fear. Lose faith these investors do hmmm. A dangerous path this is. 'Always two there are no more no less. A master and an apprentice.' But many investors there are!

Trillions in Trouble There Are?

Trillions of U.S. assets foreigners hold. But trimming they consider yes. A risk premium on U.S. assets they place. Uncertainty the cause it is. The artificial intelligence trade even that not enough. Reduce exposure they will. 'Do or do not. There is no try.' Reduce they must.

Two Percent A Big Impact It Has

Two percent off U.S. stocks two percent off bonds she speaks. $1.2 trillion leaving she warns. A potential sell off significant it is. Like pulling a thread from a Wookiee's fur coat unraveling can begin. A problem for U.S. markets this presents. 'Size matters not. Look at me. Judge me by my size do you?' But size of capital flight matters it does!

Slow Bleed Beware Of

Not overnight this happens she says. Months to think committees need. Meetings approvals implementations. But a slow bleed it is. Like a droid leaking oil slowly losing function. Support out of U.S. markets goes either to home or gold. 'You must unlearn what you have learned.' Rethinking investments they are.

Europe and Asia Rising They Are!

U.S. stocks underperforming yes. Europe's STOXX 600 rising it is. Asia Pacific index gaining too. A shift in power perhaps? Like the Force balance must be. 'Luminous beings are we not this crude matter.' But crude matter of investment returns important it is hmmm.