Investing for the end of PAX Americana and Decline of US Companies’ International Sales
Given what many of us have witnessed recently in the US with the administration seemingly steering the world towards the end of PAX Americana, which has served many investors well, I am curious if people are moving money out of the US markets and if so to which companies and why?
I say this having read about people cancelling subscriptions to US companies in protest of the apparent complicity of US companies with an administration allegedly now aligned with (or perhaps even in cahoots) with Putin. I also am starting to feel unsure about US companies holding personal data that may no longer be secure given their apparent desire to kowtow to the White House. Who knows who may become an enemy of the state in time.
With all this is mind I expect to see a slow down in revenue from major US consumer focused corporations (such as Amazon, Google, Microsoft, META etc) in the next reporting quarter a few months away. International sales accounts for 40% of US companies sales I read today, so some of that revenue and profit is now or soon will be going elsewhere I suspect.