EU

yetanotherwoo

Finally some of EU consumer sentiment showing up in Wall Street https://archive.ph/gB1K6

p0pularopinion

Googing back a few years, especially Gold, the gold miners etf far outperformed the metal for the past 4 years or so. Silver on the other hand outperformed slightly miners etf, however I pay tax on silver ETC , but no tax on miners (EU-UCITS) so it works out better for silver as well.

No_Assistance5652

Russia is not a fool. They aggressively de-dollarized from 2010 to 22. They definitely miscalculated about Europe. They thought EU wont seize assets because they are heavily dependent on russian gas. They have 300 bil in Belgium. Donbas region alone has 12 trillion assets. Risk-Reward. Now in dec 2025, belgium is already back-tracking this. They will give up the russian assets.

pink_ego_box

The US has to refinance 26% of its debt this year. But its biggest creditors, China and the EU central banks, are reducing their UST holdings in favor of gold. According to Goldman Sachs, gold holdings represent 0.18% of portfolios in the US. Morgan Stanley recommends a minimum 20% gold attribution in your portfolio this year to hedge possible hyperinflation. The rotation from fiat to monetary metals is just starting.

ai-moderator

#TLDR --- **Ticker:** PI (Impinj) **Direction:** Up (Long Term) **Prognosis:** Buy Dips (<$110), Accumulate heavily <$70. Hold 3+ Years. **Moonshot Catalyst:** Your smartphone reading your groceries. **Creep Factor:** High (Corporations knowing exactly what is in your pantry) * **The Business:** Impinj makes RAIN RFID (UHF) chips used for tracking items (Walmart clothing, UPS packages, Delta bags). They sell ~15B chips/year. * **The Moat:** Recently defeated rival NXP in court; secured a patent peace treaty until 2034, allowing 8+ years of aggressive innovation without fear of lawsuits. * **The Growth Thesis:** Moving beyond supply chains into **Consumer Use**. * **Short Term:** Expanding into food tracking (Kroger bakery). * **Mid Term:** EU "Digital Product Passport" mandates could force adoption. * **Long Term (The Bagger):** Getting RFID readers into consumer smartphones (Qualcomm already put one in a commercial chip). * **The Tech Play:** Moving to "Protected Mode" allows secure authentication (anti-counterfeit) and privacy. This enables a future where brands can track inventory *inside your house* if you opt-in via phone. * **Risks:** Trump messing up EU relations (killing the EU mandate), metal surfaces are still too expensive to tag ($0.60 vs $0.05), and reliance on gaining new massive enterprise clients. * **Bottom Line:** Needs 20% yearly growth to justify current price. Enterprise is the floor; Consumer adoption is the 20x ceiling. Volatile stock, so patience on entry price is key.

I-IV-I64-V-I

It's more so the EU realizing that we are NOT on their side, We keep them like a man keeps a beat housewife who gave up her dream job for him. We don't let them buy Chinese cars or Russian goods. We stopped them from aiding Gaza, and pretty frequently veto them in nato Etc

ColCrockett

Everyone is talking about the decline of the U.S. as a power when it’s Europe that’s been in massive decline. 20 years ago the EU had a bigger economy than the U.S. and now it’s 2/3rds the size of the U.S. economy and that gap is widening. And their militaries have further atrophied since and their average age is the highest in the world.

omegaphallic

 Canada is seeking a free trade deal with that South America trading block like EU did.

ThinkingOfTheOldDays

Gambit to give the EU moderates cover from the EU left to remilitarize before round 2 with Russia and round 1 with China. 

borat_he_like_you

To clarify the latest TACO event and the deal made a few days ago in lieu of the President putting 10% tariffs on the EU over the resistance to the US takeover of Greenland: the existence of the 1951 security agreement with Denmark, negotiated by President Truman, already gives access to the US to establish military bases in Greenland; and we have had a dozen military installations there for many years. Therefore, I don't see the necessity of riling our European allies over the issue. Nevertheless, the trade crisis has passed as Trump backed off on the tariffs; but that leaves a massive amount of distrust wedged between America and our allies which weakens NATO. The new deal is a fake deal done to stop the markets from crashing. The real threat to national security coming from the Arctic region is the fact that the US only has 5 ice-breaking ships stationed in Greenland & Alaska compared to 55 Russian ice-breakers. Not to mention, who wants to assume Greenland's 57k population which would become a burden on our social security and medicare system? Why not let socialist Denmark keep that liability? That's the way I see the Greenland issue.

Nota-downer

UUUU, USAR…. So the words out UAMY is expanding their Thompson Falls facility (yes, the only antimony smelter in the US). They said that last year and it actually has started. Anyhoo, now that we’ve became an unreliable defense partner for the EU’s, the success of CSG‘s IPO was not unexpected. They make plenty of small arms munitions and will become maybe one of the largest EU defense companies in recent times.

Thoughtful_Tortoise

I am, of course, defining the EU as all countries that participate in the Eurovision Song Contest

pennquaker18

Unless the EU becomes less regulated and their companies rediscover growth it will continue to suck. but invest poorly please

kaapooj

There are many non-EU democracies e.g. Norway, New Zealand, Iceland

callsonreddit

India to cut EU car tariffs from 110% to 40% for 200k cars boosting VW Mercedes BMW ahead of trade deal [https://www.reuters.com/world/india/india-slash-tariffs-cars-40-trade-deal-with-eu-sources-say-2026-01-25/](https://www.reuters.com/world/india/india-slash-tariffs-cars-40-trade-deal-with-eu-sources-say-2026-01-25/)

unpaid-astroturfer

EU and Canada are way up over US

kaapooj

the more I see of (presumed) EU citizens on r/europe or the front page the less I believe in the EU what's the bull case for the EU?

kaapooj

too dramatic, who is there to replace US markets? EU is failing to capatilize on US shortcomings for 1y now China focuses on industrial output > shareholder profit Japan is not growing all other markets are just too small and not easily accessible to retail

RiggedKarma

Canada and China are not on the same political zone as the EU, I don't see them not retaliating, at least China

Ahzmer

I didnt count for this to happen now, or for usar specifically. 1) critical mineral stocks have been pumping, but i sold my position when taco EU tariff threat was active. They seemed to dump too when it looked bad. I was 100% cash at one point this week 2) but mineral stock pump resumed, and seemed to do so broadly even when market was 0% change. Good sign. 3) usar was far from ath and it had a massive pump on thursday, i figured it could continue a while longer along with the industry, but possible with higher multiple than some other stocks 4) i know that many of these stocks could get gvt deal at any point, and they do well when the minerals are pumping, which they have So for usar specifically, i didnt target this. We will see what the stock and sector in general looks like monday. I would assume up substantially. And now weekend this news hit

kaapooj

It begins, social media bans in EU countries France's proposed social media ban for under-15s to be accelerated https://www.lemonde.fr/en/pixels/article/2026/01/24/france-s-proposed-social-media-ban-for-under-15s-to-be-accelerated_6749764_13.html

eltuna3636

Agriculture is the big one, Canada is the world’s potash leader. Having said that nothing will be impacted as these tariffs are never going to be actually enforced just like the EU ones from last week

thebeastiestmeat

The US has shown the rest of the world that it can't be trusted. Canada and the EU need to start diversifying, and in any case Trump will fold on these new tariffs faster than you can say "pedo Trump rapes kids"

Draupnir_1

A trade war with Canada is not like a trade war with China or the EU. The markets will be fine

Fit_Neighborhood9251

So for the upcoming week we have: white boy gunned down, frozen grids, 100% canada tafis, stalled EU deal, government shutdown, scotus decision, and all the earnings of big tech. What could possibly go wrong?

Background_Stable257

1. ESGO Congress Data Presentation (Late-breaking oral, Feb 27, 2026). 2. FDA Feedback on the submitted Phase 3 trial protocol (could be anytime). 3. Initiation of EU Patient Enrollment for ACR-368's biopsy-independent arm (Q1 2026). 4. Mid-2026 Clinical Data Updates for both ACR-368 and ACR-2316. 5. Progress in Arm 3 Enrollment (US & EU) leading to potential interim analysis.

Brandonlee9815

[https://www.investa.co.uk/](https://www.investa.co.uk/) Investa is something thats available in EU. They are more focused on the educational aspect of Option trading. They have some unique features that aims to help newer options trader to learn and facilitate option trading. Its calls "Option Sidekick" - a feature that asks users simple questions about their market view and suggests appropriate options strategies, complete with scenario analysis showing potential outcomes.

Brandonlee9815

[https://www.investa.co.uk/](https://www.investa.co.uk/) Investa is available in EU. This is also a platform that offers zero-commission trading. Investa has designed its platform specifically around options education that UK investors, less familiar with options trading than their American counterparts, are likely to need. One of the features the app aims to expand upon is what the company calls "Option Sidekick" - a feature that asks users simple questions about their market view and suggests appropriate options strategies, complete with scenario analysis showing potential outcomes.

adepttius

Calling a literal decorated pilot and an astronaut "tool" is an interesting take, particularly in the climate where you have a child rapist on the throne, would you care to expand on that statement? Or are you one of those that barely contain erection on the thought of invading Canada and EU?

Content_Ice_3321

No it won't spread, the EU learned a while ago the risks of fascists

Gskinny

US will always beat EU markets. just fact. who cares about 4 years when investing for 50

m0nk_3y_gw

> I was concerned watching Biden's performance degrade over his term. Did Biden's health and performance improve over his presidency? The 2024 State of the Union address was ~3+ years after he took office. His health and performance were so good, the right-wing media was claiming he was on performance enhancing drugs. Trump couldn't even walk with G7 leaders in EU in 2017 and they had to cart his ass around in a golf cart. His health and performance has clearly declined more and more since 2016. Market isn't particularly concerned, means he is easier to manipulate. Market doesn't rally/fall based on whether the president shits his diapers

Colonist25

\> hope things go back \- see, this is what they're **not** doing. Trump's second term will end with trump leaving nato. Look at the EU defence companies: Airbus, BAE, Leonardo, Rheinmetall, Dassault, ... - they've all gotten massive orders. EU as a block is shifting to domestic production. \> 'it will take decades' maybe, maybe less than you think \> 3 years well it's not shaping up like that now is it buddy? trump 2028! ICE in the streets - sadly no brown uniforms. the parallels with 1930s germany are staggering. \> oil true enough for now, but even there there are alternatives. \> US collapsing not yet. It has lost it's standing, alliances, etc. and an empire without friends... You seem to think the US is invulnerable. That it doesn't have to obey international law That it doesn't need friends or alliances. ok.

AppropriateGoat7039

Sigh. People keep parroting this “Nuclear Option” of selling US treasuries but it isn’t going to happen so please stop. The U.S. Treasury market is the largest and safest in the world, which is why countries hold so much of it. There simply aren’t enough EU, Japan, or other markets big enough to absorb all that debt without causing huge losses for themselves. Selling Treasuries all at once would hurt them as much as the US, and possibly trigger complete global chaos. That’s why holding U.S. debt isn’t about helping America, it’s actually about protecting their own economies.

Hodoss

Why? EU is planning to reinvest that money in itself, there's room for that. And its allies are welcome to invest in the EU too. Or Japan, Canada, South Korea, UK, Australia, etc, you know, the stable, democratic, not insane countries.

Hodoss

Good point the money is important. Apparently the Trump regime backed down from invading Greenland, at least for now, when the EU threatened to massively dump US assets, and started dumping some as a demo. They were shitting themselves at Davos going "Don't retaliate, don't retaliate, everyone please keep a cool head and wait for the Tump speech" lmao.

Insteadly

EUAD, the European Aerospace & Defense ETF, ran up 76% in the last 12 months. It will continue to benefit from the EU defense spending pouring into European companies like Thales, Rolls Royce, Leonardo, and BAE. EUAD is a pure EU defense fund, no external companies are included. Canada just joined the EU’s $150B S.A.F.E. defense spending loan program. Contracts are being directed to domestic suppliers. The EU is intentionally and methodically building self sufficiency. Actions have consequences. EUAD is a great way to ride along with it.

ai-moderator

#TLDR --- **Ticker:** PI (Impinj) **Direction:** Up (Long Term Hold) **Prognosis:** Buy shares on dips <$110. Scream and buy if <$70. **Nemesis:** Aluminum cans (physics makes tagging metal expensive). **Orwellian Score:** 9/10 (Corporations will know exactly how long that shirt has been sitting in your closet). **Summary:** OP is holding 3,011 shares and betting on the evolution of RAIN RFID from supply chains (Walmart/UPS) to consumer pockets. Impinj recently won a patent war against NXP, securing a 10-year truce to grow unchecked. **The Bull Thesis:** * **Consumer Phones:** Qualcomm is integrating RFID reading into chips. If smartphones start reading tags, volume goes from 15B tags/year to hundreds of billions. * **Recurring Revenue:** New "Authentication" features allowing brands to verify real vs. fake goods could generate service fees per scan. * **Europe:** Potential EU mandates (Digital Product Passport) could force adoption, though political climate makes this shaky. **The Risks:** * **Physics:** Tagging metal/liquid is still too expensive ($0.60 vs $0.04). * **Macro:** Trump vs. EU trade relations could kill the regulatory tailwinds. * **Timeline:** Breaking into the consumer market is a "moonshot" that might take years. **Trade:** Volatile stock. Needs 20% yearly growth to justify valuation. Sit on it for 3 years for a potential 20x tag volume increase.

PlumEven2818

Holy shit this is actually good DD for once instead of the usual rocket emoji spam The consumer angle is interesting but feels like it's still years away. Most people can barely figure out NFC payments let alone wanting to scan their groceries at home. Though if Apple ever adds RFID to iPhones that would be massive for adoption The metal surface cost thing is huge - until they crack that nut the grocery potential is pretty limited. Canned goods and packaged stuff is like half the store Also kinda skeptical about the EU DPP thing with all the trade war BS going on but who knows Position or ban though

ai-moderator

#TLDR --- **Ticker:** PI (Impinj) **Direction:** Up (Long Term Hold) **Prognosis:** Accumulate shares < $110; Aggressive buy < $70 **Bullish On:** Your pantry snitching on you **Barrier to Entry:** Canned Soup (Metal interference) ### TLDR Summary **The Business:** Impinj makes RAIN RFID chips (15B+ sold/year). They are the dominant player in tracking inventory for giants like Walmart, UPS, and Delta. They recently won a patent war against rival NXP, securing an 8-year runway free of litigation. **The Bull Case:** * **Expansion:** Moving from just clothes/logistics into food (testing with Kroger). * **Tech Integration:** Qualcomm is integrating RFID reading into mobile chips. The endgame is consumer smartphones reading tags on everything you own. * **Revenue:** If they crack the consumer market/smartphones, volume goes from 15B to 100s of billions of tags (20x growth). * **Services:** New "Authentication" features could allow PI to charge a fee every time a genuine item is scanned/verified. **The Bear Case:** * **Physics:** You can't cheaply tag metal (cans) or liquid yet (costs >$0.60 vs $0.04 for normal tags). This limits grocery adoption. * **Politics:** Trump vs. EU relations could hurt the adoption of the Digital Product Passport (DPP), a major potential catalyst. * **Valuation:** Priced for perfection. Needs +20% yearly growth to justify current price. **The Trade:** Stock is volatile. Don't chase the pumps. Look for dips below $110 to enter, and treat this as a 3-year hold while waiting for smartphone adoption.

snaynay

Fucking hell friend, but this is eye-opening. You are so totally isolated and misinformed about the rest of the world from the warped US media optics. Venezuela. A higher number people supported him there than your country supports Trump. Yet you just went into another country, abducted their leader, then hold him in the US till he has a delayed poxy trial and has lost all political power, even if he gets released. It's one thing to get rid of the bad eggs, it's another to just empower Russia's legitimacy into annexing Ukrainian territory for other similarly batshit excuses. Might have something to do with all that oil. Russia is economically struggling in a war with a historically very poor, non-EU, non-NATO European country that was conditionally demilitarised and denuclearised in the fall of the Soviet Union (after the US and USSR's Cold War) by the US (+UK) and Russia in exchange for independence from the USSR. They then wanted more economic involvement with the EU and discussions on NATO (both the US economic and militaristic hegemon). One of their guarantors attacked them for this, the other bitched about the cost of wars in Europe, emboldened the aggressor, attempted to humiliate a wartime president, *extort them for minerals*, tell them to concede the land and spent most of their time just trying to exit any responsibility. The EU (or the US) entering Ukraine is dragging all of NATO and potentially other colonial allies into a war against a country whose only real threat to Europe is an immense nuclear arsenal and an autocrat. The troops sent to Greenland were to take part in a military game, something that happens every year. Symbolic at best. US declined to take part this year, surprising no-one. Russia and China are the US's propaganda boogeymen to keep you all on your toes and let you funnel in some much of your tax dollars into the military complex. Pinned as existential threats to your existence as the hegemon, the delusional paranoia does not exist outside the US. They aren't trying to take Greenland. Doing so will initiate a response from all of NATO. If the US is scary enough for them, the second scariest opposition on the planet is NATO sans-US. The Dane's aren't stopping the US from stationing as many troops as they want there, but they only really peaked at about 150 in recent decades, because it's not fucking necessary. Surprising no-one, this is once again about wanting oil and minerals without those pesky Danes shooting American corporations down for their constant environmental violations. Stop being a fucking idiot and listening to the rhetoric of the man who can't even remember the name of the country that he wants to take the second he starts going off script and rambling to an international political convention like it's a Trump rally, or sends demented letters to the fucking Norwegian president about taking Greenland because the independent Nobel Committee didn't award him a Nobel Peace Prize (largely ignored because he has ICE acting like the fucking Nazi's did in Germany before WWII). Too many Americans forget how much their country's strength prospers from it being the centre of an international economic system derived from Bretton Woods, yet are oblivious to how much they are destroying the faith in that system to those who make it the "global" currency that it is.

Leading_Tourist9814

to be honest, in 2028, EU companies will be so far ahead of US it won't even be funny.

Beneficial_Map6129

I would immediately try to flee somewhere more stable like EU or East Asia

professeurwenger

Farmers will set Paris on fire because they don't like the newest EU trade deal.

ReasonableBrother448

Putin actually did similar thing with Ukraine. Instead of keeping the business relations as intact as possible towards EU, they did the opposite. They tried to weaponize the trading relations. It was how Russians saw the situation, complete inversion of what it actually was and how it would play out. I fear the USA is in the similar state, being pandered and looked after by the "West" for so long it suddenly feels like an entitlement, like waterwall just flowing endlessly as natural resource. I think Trump, assuming he does any estimations is very incorrect to estimate how much economic pain EU is willing to go trough if necessary.

RisingPhil

Under this president, no-one can trust the US to keep its end of the bargain. Not the EU, but not Japan and other countries either.

MrDilbert

Hey, Canadians, are you up for some joint Canada-EU military exercises?

Pure-Ice5527

I mean… he could stop alienating every single ally and maybe this will stop happening. EU will be next to lean towards China as the US becomes less and less friendly and continue to threaten

saltexx

Aren't we past Trump and the US? We will move on with the new world order, without the US. "Oh, but they are so powerful bla bla". Yes - the US has nukes to destroy the entire world 18 times over, the EU can only destroy the entire world 3 times. Let that sink in.

pomskygirl

Ugg, ya, I still recall, in vivid detail, Starmer throwing Canada under the bus while meeting with Trump at the White House. I guess I was thinking more along the lines of Carney being right (referring to his recent speech at Davos) and other nations, such as the EU and UK, being receptive to what Carney was telling them. Very receptive actually, and considering our current world circumstances (eg ongoing threats to annex Greenland and Canada, sending troops to Greenland, ongoing tariffs threats, the rapid demise of the rule of law in the US), that might actually be enough for everyone to start moving their asses in regards to dealing with our new reality. In my view, Carney may very well be the most qualified person in the world to be offering advice on how middle powers should move forward from here. And if things do start shifting that way, I don’t believe it would be in the UK‘s interests to not attempt to keep up with that, at least some degree. Also, I would find it a bit difficult to believe the events of the past week haven’t woken Starmer up a bit. In any event, I think he’ll be under more pressure to adjust his behaviour towards Canada and the US past going forward. I think Canada also has the will of the people in the UK on our side far more than the US does, and that shouldn’t be discounted.

adepttius

it was exactly that... I just saw another angle video and one of those pieces of shit was even clapping. As someone from EU, who saw war as a kid and army service, guys this is not a joke any more. Just look at that dude parading around in Sturmführer cosplay. I hope you remove that idiot from office and elect Kelly.

brucekeller

Seems like they might narc on us to the EU or China or somethin'.

ImprovementLow1474

Mark my words. By the end of his term Trump will lose canada and the EU to China's sphere of influence. His foreign policy has been nothing short of catastrophic.

SoftwareOdd8846

If Canada becomes part of EU, I would really love to see this!!! Heavy in US Stocks but Trump is ruining the economy and future money will flow somewhere else…

MakeOSUGreatAgain63

I think realistically, The U.S. will have such a strong political counter reaction to this extreme authoritarianism,… that we finally get a all encompassing, multiple election lasting, blue wave We will end up like EU and Canada, and our markets will be fucked Real Estate will be the biggest outperformer

thewimsey

> It will take a decade or more. Lol. Hitler started a war in Europe that killed 80 million people, and within 10 years from the end of the war, Germany had rearmed, joined Nato, and helped found the progenitor of the EU.

JG98

EU sure, but UK? I don't trust Starmer at all, he can get fucked. For anyone out of the loop as to why: [https://ihrp.law.utoronto.ca/appeasement-our-time-how-keir-starmer-making-mockery-commonwealth-and-endangering-canada](https://ihrp.law.utoronto.ca/appeasement-our-time-how-keir-starmer-making-mockery-commonwealth-and-endangering-canada)

Colonist25

you argument is what exactly? there's some unique things in the us - yes. will there be copy cats and alternatives in europe - also yes. palantir is a data collection firm, actually nothing they do is unique other than they have their hooks in so many processes. nvidia is a unique company only in the sense that they have a design lead. ten years, nvidia may not have that position. just like Xerox, IBM, AMD, etc in the day. if you look around hard enough, china has in many areas already beaten the US when it comes to research, innovation, etc. and the EU has some unqiue things of it's own This isn't even about Trump at this point. He's been elected twice, the US is either getting into Gilead territory or becoming a full blown oligarchy under Thiel & Musk. Europe (and the world) simply cannot trust that the US will come to it's senses any time soon. Hence the world is moving on from the post WW2 order.

GillesJule

Trump thinks the EU will use Canada as a warfront that spans a border too long and wild for him to defend.

binksee

Stronger Together Canada \- EU

RockinMadRiot

He's doing what they did to the EU while back when they tried to make a deal. US never wants it's allies to rise higher than it.

Delicious-Plastic-44

No, it’s not. And it’s finding out. The EU sent Trump home with his tail between his legs with a threat of economic retaliation. That’s not empire. That’s the emperor has no clothes

caj_account

UK has nowhere to go after leaving EU. They thought they could sit on daddy’s lap. Didn’t turn out well. 

No_Criticism_5861

You really think UK and EU will fight the Americans to the death on behalf of Canadian sovereign?  I have sincere doubts

No_Criticism_5861

I have sincere doubts that either the UK or EU will fight to the death in Canada against the Americans to ensure our country doesnt get annexed.  I really hope im wrong. If France or UK would sell us some nukes, we could vaporize Manhattan and DC if they try

pomskygirl

Have you missed what’s happened in the past week? I think it’s safe to say the EU and UK are on board.

Fit-Implement-8151

It's kinda already started. When he threatened the EU the other day on Greenland the market barely dipped. Normally this would be a big deal

No_Criticism_5861

I *really* hope so, because EU and UK were dead silent the last time the rapist-in-chief and musk wouldnt stfu about Canada

MethylphenidateMan

The trillion dollar play is to find some EU tech startup with a fundamentally more sound approach to developing AI than the LLM route and is ready to metabolize the European funds diverted from US assets. If I find it, I'll let you know.

OverallElephant7576

You obviously weren’t listening to what leaders were saying in Davos… well minus the US team. The US is linked to the Saudis due to the petrodollar The EU exists to better its people economically by increasing their presence in the global economic scales Chinas economic decisions are based on the long term success of China, not profits for it companies at the expense of the people India is part of BRICS which is a built to be a direct competitor to the to the US

TraditionalMango58

Lol what cognitive dissonance. You realized the only reason that Canada is dealing with China is balecause Trump constantly threatening Canada for the last year right? Just like he has threatened Greenland recently. Canada isn't the only one making deals with China. EU recently did. And soon the UK will too (PM visiting next week).

GamerGuyAlly

I think its worth discussion. American's will not believe this, but you have to look at the facts. Some big European pension funds are selling, the retail investors have not only started moving funds out of the US but are boycotting the actual products. Trump is strangling the US economy. There's threats of the EU pulling the nuclear finance bomb on the US if they continue to threaten the EU and NATO. That's before you get into the fact that the entire of the US stock is propped up by an AI bubble. If you want any indicator of how strong the anti-US sentiment is right now, just look at the German FA tabling the idea of boycott the World Cup. I can't stress enough that Europeans boycotting a world cup would take a LOT to even discuss. I'm not suggesting people en masse dump US stock tomorrow. But I think we're way past the point of laughing off the idea that its a riskier proposition than its ever been. Just put it all in the S&P and it will definitely go up over X amount of years I think is about to stop being true. If the US follow the trajectory they are on, they will lose all the things that allows the S&P to be so strong. Attacking your allies is a monumentally idiotic idea. If you attack your allies, what do you think your enemies are doing. Then we also have to factor they're a bad day away from a civil war, another ICE shooting today. How many deaths before they fight back? The US is too risky for me, I moved to the EU/UK a while ago. Ethically I also think its the right thing to do, I don't want my money funding the US.

elefontius

Brexit does matter for the FTSE. Look at the performance of the STOXX Europe 600 vs. FTSE. STOXX has consistently outperformed FTSE. The UK has seen consistent capital flight from the UK markets to the EU markets due to uncertainty about the outlook and regulation. Stock markets are about access to capital - companies are and have moved their listing from the FTSE to the NYSE to get higher valuations. Also, many of the conversations at Davos about strengthening the EU capital market are already underway with their Savings and Investments Union. This would create a unified capital market / financial market across the EU and compete with the US markets. [https://curvo.eu/backtest/en/compare-indexes/ftse-100-vs-stoxx-europe-600?currency=eur](https://curvo.eu/backtest/en/compare-indexes/ftse-100-vs-stoxx-europe-600?currency=eur) and financial market across the EU and compete with [https://www.reuters.com/business/retail-consumer/uk-market-exodus-companies-that-have-moved-away-london-listing-2025-09-25/](https://www.reuters.com/business/retail-consumer/uk-market-exodus-companies-that-have-moved-away-london-listing-2025-09-25/) [https://finance.ec.europa.eu/regulation-and-supervision/savings-and-investments-union\_en](https://finance.ec.europa.eu/regulation-and-supervision/savings-and-investments-union_en)

MoisesCanelo

Stupid question but i dont believe the EU politicians can stop european funds from dropping US assets? At least not without changing the law and a lengthy process

Doub13D

The EU halted working on its trade deal with Mercosur the same day it halted working on its trade deal with the US. Not happening by their own actions.

elefontius

You do know the UK isn't a part of the EU - post Brexit, that economy has shrunk and will continue to underperform most major markets. If you are interested in diversifying, look at the DAXX or another EU index.

MethylphenidateMan

US stocks are a bad investment because they're overinflated for three major reasons: a) they still carry a hefty "stable, responsible democracy with ironclad rule of law" premium that is clearly no longer warranted. b) they're further propped up by retirement savings being funneled into the stock market at a larger scale than any other country and we're in the middle of the history's richest generation entering mass retirement. c) I don't think that anyone is even denying anymore that we're in an AI bubble, even the people who want you to put money into the bubble are arguing that they're the ones who'll be left standing when the bubble pops the way Amazon made it through dot com bubble, not that there is no bubble. As for where else, I'm currently like 40% physical gold, 10% gold mining stocks, and the rest is European defense and extraction industry stocks, some EU consumer staples and some hand-picked EU video game company stocks because that's where I feel most confident trusting my own take on the question whether this is a good company I'm looking at.

Far_Insurance2721

Carney's speech at Davos was super great. Can we lease him from Canadians to lead EU? :-)

astromouse2024

EU calling bessents bluff

Doub13D

Principles don’t mean anything on the global stage lmao… The US isn’t closely linked to Saudi Arabia because of “principles.” It’s because of oil and the wealth derived from the oil industry. The EU wasn’t built on “principles.” It was built on a desire to reduce trade barriers, and then later on to establish a common market between member nations. The ECSC and EEC only existed to improve trade and integrate economic activity. China doesn’t invest around the globe because of “principles.” It does so to deepen trade ties and to secure access to the necessary infrastructure and extractive industries they need to sustain their export focused manufacturing economy. India doesn’t play the US and China off of each other based on “principles.” It does that because it wants to see who it can benefit the most off of economically. “Principles” don’t play a role whatsoever in the global economy. That is why the US and China are still each other’s #1 trading partners…

cassmanio

At this point, Canada should just suspend the north American trade deal and join the EU or Brics

Hungry-Brain-3287

Canada and China will double down and call his bluff, just like the EU did this week.

Dry_Marsupial9634

I wish we could invite Canada to the EU. We have so many common values. And Canada is such an amazing nation and they need a strong reliable partner. I am from sweden btw.

LifeIsAnAdventure4

Canada should join the EU. We actually respect our trade partners here and we got Trump to backtrack in a week by selling some bonds and sending a few soldiers to chill in Greenland.

Exact-Writing-8561

Thing is we should’ve been doing this a long time ago. It’s en route now, but it’s like preparing for winter after seeking the first snowflake fall from the sky. NATO was supposed to be our agreement with dealing with threats but even that was barely being maintained and the cracks only got exposed when russia decided to press. Trump had to force several countries to increase their nato contribution. It just seems like everything we’ve done so far has been nothing more than just for display. We’re united under the EU by display, while each country only cares about themselves, we’re protected under NATO by display, while each country barely contributed

StomachNecessary5512

Canada should align its trade deals with the EU. Just like Carney said in his powerfull speach in Davos

SpongEWorTHiebOb

As a US citizen I totally understand. There are plenty of investment opportunities around the globe for you to substitute. Overseas markets outperformed SPY last year. Also money talks and the impact on US markets may lead to a pivot by this admin. But the bribes and crypto schemes funded by overseas governments and companies to the clown will also need to be cut off otherwise he won’t feel it. I think at some point the UN or the EU, Britain, Canada, Latin America will have to sanction the US and this family of criminals by seizing their assets overseas before this admin will pivot. The US regime has to be treated like N Korea or Iran.

Exact-Writing-8561

Exactly, this explains it so well. EU have had their head in the sand thinking they’ll be americas best friend forever and have made no moves at all to prep themselves for detachment with the US. It’s the reason we’re getting bitched so hard right now. They’re only just starting to realise they barely have any leverage or strategic strong ground

Garbanino

> I think EU people need to toughen up and get real with themselves. Which means what, realizing the USA isn't really any better ally than China?

Dry-Syrup-882

The world is moving away from us hegemony and into spheres of influence, which is why the current us admin is so focused on th western hemisphere. And the EU fucked themselves right out of a being a major player with their inane decision making post Cold War. Only themselves to blame. It’ll be the us china and Russia divvying up their spheres with the rest of the nations as their underlings

Markus_zockt

Canada has signed 13 trade and security agreements on four continents in the past six months. Among other things, they have joined the EU's "Security Action for Europe" programme. Among other things, this enables members to jointly procure military equipment through low-interest loans. I think Canada can do without trade with the US better than the US can. So once again, it's a toothless threat.

Exact-Writing-8561

Americas got its own problems for sure but every other nation has seemed to be smart enough to prime themselves in a position to face those problems. Whereas EU did nothing but band together and think that would be enough to deal with our problems. Ever since trumps been in office we’ve had our pants pulled down on the world stage and everyone’s watching slowly stop stroking each others cocks

Crazy_Donkies

The worst part of a Trump tweet on the weekend is all the new bears-as-experts posts. This place will be unbearable for the next 36 hours until they realize they were wrong again. Sources: Just the past few weeks: Iran, Cube, Greenland, EU, Venezuela, back to Iran. Before this, Burry, empty ports, Mexican druglords, oil tankers, hindenburg, yields, inversions, unwinding, OAI. dumping treasuries. Meanwhile market shrugs it off. I swear the fixation is crazy. Let me guess, this is the one!

zuhnj

> US equities oh lord you are so wrong. Most EU Pensions are not in US EQUITIES. To take an average over all countries: Mostly 50% are in Bonds - European Bonds to be precise. You are correct with the fact that the stocks europe is invested in are US stocks, but they are MAX 1/4 of the total funds. There are some Fonds which invest heavily into the stock market, norway for example, but they are not the norm. Europe is diverse. You must be american to not understand this. I would even bet that you won't be able to pinpoint norway on a map. You are so smart because you read a single headline about a topic so you truely believe that you understand the whole topic. Atleast i am able to say: yes i don't understand this topic on his whole but here is my take.

Exact-Writing-8561

As a europoor I have to admit Europe is the most pathetic failure of a nation it’s insane. The EU is a circle of countries who each think they’re the best member in the group and secretly despise the other members. They have no strong allies outside of their circle and have been dependant on US partnership for so long they’re finally starting to realise how fucked they might be. We jerk each other off under the guise of unity with NATO and the EU, but we’re really just the nerds in the cafeteria who sit together to not get bullied by everyone else

BurntToast764

At this point, the EU, China, UK, Canada and other major economies need to temporarily reduce trade barriers for 4 years until trump is out of office.

jaycrips

So like…what if the EU is like “we got you Canada,” and offers them a massively good trade deal also? So good that they can weather these nonsense tariffs—we know they will be short term, anyway. What if the world actually calls Trump on his nonsense bluffs?

Ok-Independence210

Oh China has been loving the BS drama. Idiot Trump is just pushing the EU, Canada and whoever else closer to China.

CptBlackBeard08

Trump is weakest and whiniest president in American history. Him and his cult of victimhood are a joke on the world stage. No one is scared of Trump or his maga goofballs. Canada laughs at them. Go ahead and tariff whatever you want Trump. Canada and the EU have just as much leverage to make America hurt, plus we all know Trump will chicken out anyways.

Doub13D

No… Overland trade will always be more cost-effective than by sea considering the distances. Canada is economically dependent on the US as a market for its goods. Sending those goods to China or the EU is not going to be more profitable for them.