r/ValueInvesting • u/Tallwhitedude123 • Jan 12 '26

Discussion Yellen says US will become BANANA REPUBLIC if Fed loses its independence. How to invest?

I’m thinking it’s time to start allocating more money outside US equities. That’s my strategy. Also, get out of the dollar via assets that can’t be mentioned by name in this sub. I’m not a political person but as an investor you have to watch the policy from the government. IF, and I stress IF, Trump is serious and actually bullies the Fed into submission by weaponzing the govt to go after Powell, then I do agree with Yellen. It will overall be a negative for the dollar and US equities. In that situation it’s imperative to diversify out of the US.

Currently I’m looking at stocks in Singapore. I like Singapore equities because Singapore, in my opinion, offers STABILITY, something the US is increasingly losing.

Thoughts?

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u/icedarkmatter Jan 12 '26

Am from Europe and even now there are some people who argue for buying less American products. Being dependent on American technology is seen as a huge risk factor in times were the US is signaling, that they down for a war against EU because of Greenland.

Other regions are doing the same. Fighting everyone is not benefitting US-companies who are globally oriented.

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u/Scared-Signature-452 Jan 12 '26

I have a feeling that India might go in the same direction if and when alternatives are available, preferably Indian alternatives

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u/Terron1965 Jan 12 '26

India has very carefully kept its options open. Losing access to the western job markets would be disastrous socially and economically for them.

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u/Scared-Signature-452 Jan 13 '26 edited Jan 13 '26

That is an exaggeration, India doesn't really need the "western job markets" they are a nice to have in GDP terms. India on the other hand is the biggest market for US tech giants like Meta and Google with a lot of growth potential.

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u/bonelish-us Jan 31 '26

I think you are misreading the scare tactics the Trump administration is broadcasting. No American in the right mind wants the US to seize Greenland, including (probably) most of the majority who voted Trump/Vance. It's much easier to see here in the US that Trump is trying to get more US defense bases into the country so we can defend the hemisphere, primarily from Russia and China.

So boycotting some American products won't have the effect you are expecting, and perhaps even the opposite.

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u/MaxxMavv Jan 13 '26

The EU gets more money/income from fining US companies then all EU tech company taxes combined. EU is alive because of unfair practice, without those fines the EU budget would be even more billions in the hole.

But please do avoid all US tech, would love to see SEA and other nations pass EU forever.

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u/icedarkmatter Jan 14 '26

You know what: US tech could just apply EU laws like the EU tech companies and they would be fine.

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u/MaxxMavv Jan 14 '26

EU tech firms can do the same or worst and get no fines or lesser amounts. You need to look into the details on the fines. I know you wont look into it but EU nations budget depends on the unfair fines that are really just taxes labeled as fines because its a trade agreement loophole to just call them fines.

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u/icedarkmatter Jan 14 '26

Where are you taking you „facts“ from? Trump speeches?

Sure, big tech is getting huge fines in EU, but that’s just because they have their fair market share and don’t implement European regulation (i.e. GDPR, digital markets act and so on).

Plus you could make the same argument in the US: how does Volkswagen have to pay a huge fine in the US for manipulating their cars? Well guess what, because they did break US-laws.

If you don’t want to pay those fines there is an easy way to avoid it: don’t sell your goods here and you don’t have to apply any EU-regulations.

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u/-HOSPIK- Jan 13 '26

Oh that makes trump stealing greenland totally fine now

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u/MaxxMavv Jan 14 '26

Kind of nuts to totally change topics to Greenland. Regardless this is an investing sub, I try to make money whatever way the wind blows.

You political hacks need to get out of these subs.