Motley Fool Money Are Investors Leaving U.S. Stocks?
48 snips
Apr 1, 2025 
Bill Barker, an investment analyst, dives into market reactions to potential tariffs and assesses how they might affect companies like Harley-Davidson, questioning if it's a value trap. Meanwhile, Alison Southwick offers valuable insights on recession-proofing finances, discussing the profound impact of economic downturns on investments and everyday life. Together, they navigate the complex landscape of current financial challenges, providing listeners with strategies to weather potential storms.
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Investors Shifting to International Stocks
- Fund managers are underweight in U.S. stocks, shifting towards international equities.
- This reflects a long-term deglobalization trend and historically high U.S. stock valuations.
Harley-Davidson and Tariff Impact
- Harley-Davidson faces challenges from existing tariffs, especially in Europe, where prices are significantly inflated.
- The company's international sales are substantial, making it vulnerable to trade disputes.
Contrarian Investing Advice
- When considering contrarian investments, assess the company's long-term relevance and financial health.
- Look for signs of value, such as buyback authorizations, but avoid companies with declining products.