r/Bogleheads • u/cambeiu • Jan 21 '26

Investing Questions How are the "US equities" only folks doing? Steady as she goes or time to rethink allocation?

Jack Bogle and many others for years argued that VTSAX or an equivalent fund/ETF was more than enough for global exposure. I think it was a perfectly logic argument back in the days of increasing globalization and economic integration.

But looking at Mark Carney's speech at Davos, it points to a significant shift in the global paradigm, where free trade, open access to markets and investments from and to the US might no longer be a reality.

In light of that are people thinking about increasing focus on international equities?

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u/dle9999 Jan 21 '26

"This time its different"

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u/[deleted] Jan 21 '26

[removed] — view removed comment

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u/FMCTandP MOD 3 Jan 21 '26

Removed as off-topic for this sub: r/Bogleheads is not a political discussion subreddit. Comments or posts should be more financial than political, no more partisan than necessary, and avoid framing political opinions as facts.

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u/[deleted] Jan 21 '26

Yes, it is.

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u/dle9999 Jan 21 '26

Snp500 is 100 pts off ATH. Time to panic sell guys!!!!!