Re:Retirement Savings Are Fueling the AI Bubble
by w10-1 on Wednesday November 11, 2026 @05:37PM
(#50459796)
> owning an index means I still have a piece of the pie
You're assuming within-pie transfers.
US equities in 1990's were 40% of the world market; now they are 80%. It's pretty easy to imagine them going back to 40% or less as capital moves elsewhere. But owning indexes across currencies and markets is another layer of risk.
You're assuming within-pie transfers.
US equities in 1990's were 40% of the world market; now they are 80%. It's pretty easy to imagine them going back to 40% or less as capital moves elsewhere. But owning indexes across currencies and markets is another layer of risk.