Skippy & Doogles Weekly: Foreigners Own $30 Trillion in U.S. Assets — Should We Be Nervous?
🔥 Market Take of the Week
The U.S. stock market isn’t just expensive—it’s overcrowded. With net $30 trillion in foreign capital sitting in American assets, the question isn’t if the tide turns, it’s what happens when it does.
🎙️ This Week’s Podcast — Episode 224: “Who Owns America? Foreign Capital, China’s Strategy & the Private Equity Squeeze” (Listen: Apple, Spotify)
This week, Skippy & Doogles break down the foreign ownership of U.S. debt, what China is (shockingly) getting right, and why private equity might be sitting on a ticking time bomb.
Who actually owns U.S. debt—and why Japan, China, and the UK matter
De-Americanization: is global capital starting to leave the U.S.?
Xi’s pivot: why China is branding itself as a “safe haven”
The PE “perfect storm”: leverage, saturation, and no buyers in sight. Wall Street Journal piece
📊 Investing Insight of the Week
If you aren’t considering international investments…well, you should be at least thinking about it. U.S. assets are net +$30 trillion from foreign investors. If even half that capital rotates out over the next year? Buckle up. Markets don’t just move on fundamentals—they move when money does.
🚀 Round the Horn
Fed vs. Trump: Powell pushes back on political pressure, but he seems to have a target on his back
What’s the future of the CFPB? White House is trying to gut it
According to one economist, it would be quite hard for the dollar to lose reserve status
Capital One / Discover merger gets the OK
Elizabeth Warren dropping knowledge on Congressional Law
🎯 Get Involved
Got thoughts? Email us at skippydoogles@gmail.com 📧
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