Here are a mix of viewpoints that address many of the issues discussed in this blog.
Buffett may decry that the elite are already pulling their money out of the U.S. in anticipation of a collapse, but let’s be real, where else are they going to put it, the US still represents over 40% of global equity value–no other country comes close. The added tariffs make foreign profits more difficult. Additionally, China needs time and lacks the resources to successfully rebuild its supply chains, nor does it have the infrastructure or customers to sell too. So, in the end, like a group of monopoly players preparing for the next game, their only real option is to reinvest in the U.S. — the only country that has a board big enough to play on –and that in itself may be our redemption.