EU

BatteryAcid420_

Why would capital flee when the consequences are only felt on the ground, outside of the stock market? The markets are already just propped up by Nvidia basically, not even the mag 7, just remove this one and the EU gets better returns then. No capital flight visible. If you go by purchasing power I believe the S&P barely gave a return. „four sorts of countries: developed, underdeveloped, Japan, and Argentina.“ And while you are correct about negative consequences of this BS, f.e stagflation leading to capital flight, don‘t forget if push comes to shove it only requires some movement of a pencil to drop ALL of this years Trump tariffs, and Trump isn‘t the only one who can pick up that pen but the supreme court can as well if I‘m not mistaken. So this seems like risk-free redistribution and insider trading to me, not an economic collapse.

SuperSultan

Tell me how India and China got their wealth? They traded with the U.S. India has a pharmaceutical industry along with IT offshoring that they’ve benefitted from America. China became a massive manufacturing hub, also thanks to America. Nowhere did I say the UK, EU, East Asia didn’t exist lmao I’m anti Trump but facts are facts.

Prince_Derrick101

Not just BRICs nation. EU, UK, East Asia, Southeast Asia, Middle East, Africa. Americans still talk like The West means America and it's European lackeys when Trump has fucked all relationships with old allies. Americans still delusional thinking that those countries are still going to rally behind trump to boycott BRICs nations.

Prince_Derrick101

Ah yes, the classic American frog in the well. You forgot that the EU, UK, East Asia exist? There's no "The West" in here. America is the only one with the stupid president. India or China can trade with more than BRICs countries and American can kick it's own shit around .

ManyCommunications

Yes, OBVIOUSLY because France and the EU is the birth home of NVDA, META, MSFT, GOOG, AVGO, TSLA, and AAPL. They just do it cause they don’t like Cheeto man.

IntoTheRedwoods

As a long time investor I would do a lot of historical research on Lego, IKEA and other EU companies. They are fine companies but they are all at their top price right now because of American disfavor. They are much more conservative financially, their values do not increase as quickly and they typically pay dividends only once or twice a year and only in proportion to their profits - not to keep shareholders happy. European investors do not expect the same things that American investors do. I've recently sold a lot of my EU stocks at the top but may not be re-investing for a long time.

soozler

i agree. You also forgot that they managed to get themselves exempt from 100 percent threatened pharma tariffs (at least for a few days) via the EU Trade extortion deal. The market had been pricing in massive tariffs across the sector. NVO is, by far, the best positioned to move capacity to the US of any of the European giants. I plan to get out at 40 percent profit. Which means the stock should go down about 60 percent more.

Plane-Orange4733

If the US market crashes, it will take the world with it. However, my impression is that structural damage is being done here that will prevent our market from recovering at the same pace as others with less erratic management. The current focus seems to be both on tariffs and reducing interest rates. That combination looks like it will cause stagflation. And of course there's a guaranteed recession by end of 2028. So yeah, I'm looking at some outside options. I bought a little EUAD, since the EU is increasing defense spending to 5% of GDP. EUAD is up 72% so far this year.

HotClimate9771

I think you need to educate yourself on what is happening in the nuclear space and outside of the US. I am based in Europe and not a fan of trump by any means. The biden admin and now the trump have green lit lots of life extensions for exisiting reactors, set up funding allocations for uranium enrichment and sped up approval for reactors. There are also large incentives for plants that are built before 2030 under the bbb. Outside of the US China & India are both rapidly expanding their fleet (China will have the largest by 2035) and europe is extending reators and green lighting new builds. Nuclear offers clean energy that is more geopolitically secure and resistant to supply shocks as as what happened to the EU with russian gas as well as being critical for the AI arms race. For the record I am also pro green energy, wind etc

bu11dogsc420

Set up a Delaware C-Corp parent and keep the Brazil LTDA as a sub, open a USD bank, move IP to the parent, use a simple YC SAFE in USD, and share a tiny data room with a one-pager, core KPIs, two customer letters, IP and employment docs, plus a short legal note on how money moves and which law applies. I used an SPV so angels wire once, and got warm intros from founders not cold emails. A short consult with [Sean Bassik](https://seanbassik.com/) helped me list each risk on a slide, add clear choice-of-law, a sensible cap, and a monthly update plan. Show 3–6 months of USD revenue and an easy wiring path and many US or EU angels will take a look.

Consistent-Duck8062

What are you talking about? Data for last 10 years: * Turkey's average annual GDP growth: 4.6%. * EU's average annual GDP growth: 1.2% (And the EU number includes poland & eastern europe as well, countries are not that developed and grew significantly faster)

Bullbythehorns25

The American dream is a complete mirage. What are you talking about. And Europe produces much better cars, exactly why TACO is insecure and tarrifs the hell out of the EU car industry.

TevecQ

Forgot I was on pseudo-r/politics for a while. This sounds good. Digital taxes were always shady and targeted toward a certain industry/country. Not to mention the annual EU lawsuit against the big tech companies

MirthandMystery

Good question. It's a fear more have and EU equities have been one safe haven. Crypto wants your money but that's finicky, risky, overly emotional and sentiment driven. Gold, land, bonds, art, property, and foreign currency are the usual sophisticated options if you're savvy enough for long term holding and managing their individual complexities. Your question doesn't factor your appetite for risk and duration. When things hit the fan recovery isn't always as quick as everyone assumes. Buy the dip mentality has been rewarded during stable Dem run economies but we're in psycho times now. Absolutely anything's possible and a total market meltdown is possible which will be a domino effect globally and risk off, dollar crush, broad asset devaluation, job losses et c. Beyond the Covid year/s this potential chaos isn't anything most under 40 have ever experienced or if they have, not long term. Recessions can last years- beyond this AI boom where everyone is rich, feel safe and smart.

nordlicht46

This is still not enough to trigger a economic crisis of 2008 magnitude, of course there is a chance of recession. Which would not be that bad tbh, it is still not enough reason to sit on the sidelines. Especially not when you also invest in EU stocks and mitigate your risk. But hey, to each their one and thank for your elaboration.

holycarrots

https://en.m.wikipedia.org/wiki/List_of_countries_by_tariff_rate Wikipedia is great, it took a few seconds Look at the weighted average tariff rates from 2022. The US charged higher tariffs than its closest allies, more than the UK, EU and Australia. It charged slightly less than Japan. Now tell me why trump needed to launch a trade war?

TS3Ronin

I believe this mostly affects the EU. Why is he trying so hard to destroy their economy. They socialized alot aspects of living by taxing high market cap companies.

KemShafu

Me, except for SGOV and SVIX. I have nvidia and the rest are EU stocks. Which have done really well actually.

FX_King_2021

If it weren’t for Russia’s attempts to destabilize half of Europe, the EU would have likely responded more strongly to U.S. tariffs and threats, and accelerated work on alternatives (which is happening, but not as quickly as needed). For now, Europe needs U.S. support until Ukraine defeats Russia, something that will likely come through the collapse of the Russian economy.

SpringLong7259

Unprofitable and actively losing market share through their 'diversified' portfolio, including EU cannabis sales. Easiest one to avoid.

PazCrypt

TLRY easy… highest revenue, most diversified, and prone to profit from EU medical growth

Bitter-Ad-2499

Hoping for earnings to tank. US makes 30-40% of revenue and APR was dead with 130% tariffs. May and Jun also dead with de minimis ban from China and HK which started in May. Temu shifting to local warehouses did not bold well with US customers. Lack of inventory, etc. May and Jun also had 30% tariffs which was higher than Q1 tariffs. Also, intense subsidy and discount competition in China with 1st tier apps like Baba and JD.com. Chinese policies favoring them over Temu's 3rd party app. Only upside surprise would be how EU expansion goes, but probably not enough to cover US downside. Hoping continued expenses and advertising costs eat up the EPS. Their 100 billion CNY program with continued 10 billion CNY support for their vendors should hurt short term financials. This was all announced during Q1 CC.

Happy_Discussion_536

Screwworm is: * Evergrande. * EU freezing over and nat gas going to infinity. * Student loans coming due and leading to financial meltdown. * Iran conflict. AKA 💨🍔 nothingburger

to_the_star4

Top customers 3 = USA, China, France the rest are EU such as Germany

TheBooneyBunes

Why is France separate from EU?

to_the_star4

DNN ....Danison Mines 2025 **recently discovered additional, high-grade uranium** mineralization this year. **Phoenix is on track for 2028 production**, with management actively securing permits and the site projected as one of the world's lowest-cost uranium mines. Denison Mines, the company has recently a**dvanced the permitting for its Wheeler River Project** in Saskatchewan, Canada. **Most important** they have a new technology to extract Uranium. Current customer #1 USA, #2 China, #3 France, #4 France, #5 EU

ZoningVisionary

FWIW, here’s how I’d go about it: - 50% in European Large-Cap Equities ETF: Track broad European stocks. Use Vanguard FTSE Europe UCITS ETF (ticker: VGK on Euronext, but confirm UCITS version; expense 0.08%). This captures EU growth from fiscal stimulus (e.g., defense spending up 50% in 2025 outlooks, banks +28%). - 20% in European Small-Cap Equities ETF: For higher growth potential (small caps historically outperform large by 2-3% annually). Use iShares MSCI Europe Small-Cap UCITS ETF (IEUS; expense 0.40%). Focuses on undervalued EU small firms (e.g., tech/manufacturing in Germany/Netherlands). - 20% in Emerging Markets ex-US ETF: Growth from Asia/LatAm/Africa. Use iShares Core MSCI Emerging Markets UCITS ETF (EMIM; expense 0.18%). Excludes US/China-risks; emphasizes India/Southeast Asia for 4-6% expected returns. Accepts currency fluctuation (e.g., INR/EUR swings ~15% historically). - 10% in Euro-Denominated Bonds ETF (10k €): For stability and income (2-3% yield). Use iShares Euro Government Bond UCITS ETF (IEGA; expense 0.15%). Tracks safe EU sovereign bonds (e.g., German/French); low volatility, shields from equity dips. Do an annual review and rebalance; sell if any asset deviates >5%.

Deepweight7

Because NXP is European but they decided to have their primary listing in the US (IPO), which is not generally how it happens for most EU companies. ASML is a dutch company with its primary listing in the EU, as one would expect.

Mobile_Tism_420

Honestly yes. A month in this market is like a year in any other. Big Pedo could come out tomorrow, say he choked on a French fry at the Chinese buffet, and throw 200% tariffs on the EU and China. You just don't know at this point

DaBombDiggidy

I know renewable energy is great and the future for us (maybe nuclear), but in the case of my state it was cancelled because the project was no longer profitable. The cost to make offshore windfarms is not feasible without significant public funding. The only way the EU is getting them built is billions in government spending as well. It's written out in their bills that unless you want Chinese wind farms there's no feasible way to do it EU built.

Few-Ad5914

Incorrect. Prices were stable all through the pandemic and the corona virus recovery act, it was when Russia invaded Ukraine, and the uS began exporting our oil to the EU causing the price of everything to rise. Food increased bc Ukraine is the main supplier of wheat to both Europe and Africa, which caused the price of food commodities to soar also bc increased cost of oil globally. Please stop with your prophaghanda. We were all there, so we know what happened.

matt4all

Anybody has any sources who is buying/building ai data centers beside US and China (EU only does some)?

Ok_Cry7572

U.S. equity markets represent 49.1% of the $126.7 trillion in global equity market cap China is second at 9.3% EU is third at 8.7%

RunCar_SnowPen

The feds got one objective: keep the economy in control. The US has high rates that was put in place to lower inflation. High inflation is generally bad for the economy. It's a pain that is used against inflation. High rates lowers economic growth. The US economy has been very resilient and has continued to grow and stayed surprisingly strong even with such high rates. Now, we start to see signs of a slowdown. Inflation is not yet at the 2% goal, it is however not that far of target. With this in mind, Powell and the board are very likely to vote though a rate cut of 0,25 in september. If inflation falls lower even after the cuts, more will follow. It's a balance of keeping the economy going while also keeping inflation at a reasonable rate. And no, the US economy is not moving towards a recession. It's also not moving towards dangerous inflation levels. The US economy is recovering and are actually doing better than most of the world. To give you an example: The EU actually got inflation in check, but the economy has really slowed down. In Sweden (where i am from) we are currently in a recession. Partly because we had such high rates for a long time. Now, rates are lower and we are expecting new investments and economic growth. Current rate is at 2% and inflation is at 3%. Inflation goal is 2%. Inflation is currently higher than our goal, but it is seen as a temporary thing and our version of your feds are currently signalling towards at least one more ratecut this year, with the motivation that the economy needs it. I'm trying to explain how rates, inflation and economic growth are linked in a way that most people would understand. Hope it helped.

Schumpeter50

lol this is pretty silly stuff. i dont think its a smart idea, for the country or for Intel, but it's absolutely not a Takings case. Intel did a primary issuance and sold the Treasury the equity. the Treasury buys stuff all the time when it does QE policy during recessions. this is a bit weirder in a US context (altho quite common in the EU, countries like France have equity stakes in national champions). if you wanted to make an argument that its illegal youd maybe have a better time saying its outside the bounds of the CHIPS act, i guess. but out of all the plainly dumb illegal things the Trump admin is doing rn, this is more dumb than illegal.

The_Box_muncher

why the fuck would they care? the EU doesnt pay the tariff, the importer does. Send as much shit as you want it just cuts the US companies bottom line

jarMburger

Given that it’s unlikely for Fed to raise rate right now nor will US govt start to reduce deficit, I expect continuing weakening of US dollar. Of course. If EU/Japan end up running into new recession that forces their govt to overspend, then USD will stabilize and likely will even get stronger as flight to safety happens. One of my biggest holding is international small cap, which as significantly outperformed both SP500 and international market cap index this year. There’s some structural reasons that I expect international small cap to perform well in short and midterm. And I’ll likely take a delta neutral stance on sp500 in the short term too.

LogicGate1010

G77 / BRICS and USA will hold the cards in the emerging new economic world order. Europe has lost its grip on Africa. EU’s hopes lie is Canada, Australia and New Zealand. USA has taken a new approach in attempting to create more meaningful relationships with G77 countries — later but not too late.

LogicGate1010

The G77 vowed in 1965 on its founding at the UN Conference on Trade and Development to establish a new economic world order where every country would benefit from the resources towards the prosperity of their peoples. G77+ China have been working closely since then. The initiative called Technical Cooperation Among Developing Countries (TCDC) was launched in 1970s and later became UN South-South Cooperation. The Bretton Woods institutions (World Bank/ IMF) were not suitable sources of acquiring development loans for developing countries, especially in Africa. To resolve this problem Brazil, Russia, India , China and South Africa moved to establish a New Development Bank to provide more favourable loans. Goldman Sachs were engaged with the task of setting up the New Development Bank — the Goldman Sachs consultant coined the term BRICS. BRICS is established on the platform of G77 + China which represents 134 countries of the Global South + China. China has been working with the Global South for advancement of technology and infrastructure development. There has been tremendous progress and there is no turning back. The EU is becoming irrelevant to the Global South especially in Africa. The US Administration made moves in 2025 to foster good relationships with some states African: President Biden visited Angola in mid-January 2025 to secure the Lobo railway corridor which links Congo to the Atlantic Ocean; President Trump sent delegation and invite African leaders to the White House to secure critical minerals in Congo. EU / Australia no longer have access to the mines in Congo. Microsoft and Amazon invested heavily in KoBolt Metals a US company who now has concession to the mines in the Congo. US will be stockpiling cobalt and other minerals to eliminate dependence on China. How good and how pleasant it is when people, political parties and countries across the world can work together in unity.

LazerBurken

Novo has had Rybelsus, oral sema tablet, in the market for two or three years already. However, the indication is type 2 diabetes. The Wegovy version (US) will have 25 or 50 mg dose. In Europe it's still called Rybelsus with the same dose. It's also already approved in the EU.

Belkan-Federation95

Meh. EU countries are either corporatist or welfare capitalist

Zenin

I'm a positive investor; I invest *in* things generally. I'm almost entirely in EU industrials, EU defense, and bonds. The only big play I have in the US is a big chunk in nVidia.

Aretardinvestor

The market is overstretched... Dollar is fucking weak... The rally was only to compensate the weak dollar. We aren't even close to ATH in Eur. I'm moving 50% of my portfolio to EU, Canada and Australia stocks. The US market is looking like 2022 all over again.

stupidber

Every country in the EU

3xonblack

To an extent, yes. They were keeping up with the U.S. for a long time until 2008. It was the financial capital of the EU. Then after leaving the EU with Brexit, they got absolutely fucked.

Recursive_Descent

I think the US would absolutely call the EU socialist.

Traveler_6121

Here’s 10. 10 times the government invested in a business not counting, bread, cheese, milk, etc 1. Tesla (U.S.) – The Department of Energy gave Tesla a $465 million loan in 2010 to build its electric vehicle factory. Tesla repaid it early in 2013. 2. General Motors (U.S.) – During the 2008–2009 financial crisis, the U.S. government invested about $50 billion into GM, taking a large equity stake to prevent bankruptcy. 3. AIG (U.S.) – The government invested over $180 billion during the 2008 financial crisis to stabilize AIG, taking a majority stake until it was later sold back. 4. Solyndra (U.S.) – The government invested $535 million in loan guarantees in 2009 to support the solar panel company (which later failed). 5. Airbus (European Union governments) – France, Germany, and the UK invested billions over decades in Airbus via subsidies and launch aid, helping it compete with Boeing. 6. SpaceX (U.S.) – NASA awarded SpaceX billions in contracts starting in 2008, effectively investing in its development of rockets and space transport. 7. Bank of America (U.S.) – Received $45 billion through the Troubled Asset Relief Program (TARP) in 2008 to stabilize the financial system. 8. Royal Bank of Scotland (UK) – The UK government injected £45.5 billion in 2008, taking an 84% ownership stake. 9. Airlines (multiple countries, 2020 COVID-19 bailouts) – U.S. airlines like Delta, United, and American received billions in loans and grants; Germany took a 20% stake in Lufthansa. 10. Semiconductor Companies (U.S. CHIPS Act, 2022) – The U.S. government committed $52 billion in subsidies and grants for companies like Intel, TSMC, and Micron to build semiconductor plants in the U.S. How did they do? ⸻ 1. Tesla – DOE Loan (2010) • Result: Huge success. Tesla repaid the $465M loan early (2013), went on to become one of the world’s most valuable companies, and accelerated EV adoption. • Government outcome: Financially positive, and policy goal (EVs) advanced. ⸻ 2. General Motors – Bailout (2009) • Result: Success overall. GM avoided collapse, saved ~1 million jobs, returned to profitability. • Government outcome: U.S. sold its stake by 2013, losing ~$11B on the $50B investment, but policymakers considered it worthwhile to save the auto industry. ⸻ 3. AIG – Bailout (2008) • Result: Mixed to success. AIG stabilized, government gradually sold its stake at a profit. • Government outcome: U.S. invested ~$182B, recovered about $205B. Net gain ~$23B. ⸻ 4. Solyndra – Loan Guarantee (2009) • Result: Failure. Solyndra went bankrupt in 2011 despite $535M in federal support. • Government outcome: Big political controversy, but small relative to DOE’s wider clean energy loan portfolio (which overall turned a profit). ⸻ 5. Airbus – EU Support (ongoing) • Result: Long-term success. Airbus is now a global aerospace leader and Boeing’s biggest rival. • Government outcome: Strategic win for Europe, but led to WTO trade disputes with the U.S. over “illegal subsidies.” ⸻ 6. SpaceX – NASA Contracts (2008 onward) • Result: Huge success. NASA’s early contracts kept SpaceX afloat. It now dominates commercial launch markets and resupplies the ISS. • Government outcome: U.S. saved billions compared to traditional NASA contractors; helped ensure U.S. access to space after the Shuttle retired. ⸻ 7. Bank of America – TARP (2008) • Result: Success. Bank stabilized, repaid $45B by 2009–2010. • Government outcome: U.S. made a profit on dividends/interest. ⸻ 8. Royal Bank of Scotland – Bailout (2008) • Result: Mostly failure. RBS was effectively nationalized; its share price collapsed. UK taxpayers lost tens of billions as the government slowly sold down its 84% stake. • Government outcome: Big financial loss, though collapse was avoided. ⸻ 9. Airlines – COVID Bailouts (2020) • Result: Mixed. Bailouts kept airlines alive and workers paid during the crisis. U.S. loans mostly repaid, but taxpayers didn’t profit much. In Germany, Lufthansa’s rescue turned into a financial win — the government made ~€760M profit when it sold its stake in 2023. • Government outcome: Policy success (industry survival), with mixed financial outcomes depending on country. ⸻ 10. Semiconductors – CHIPS Act (2022 ongoing) • Result: Too early to tell. Billions committed to Intel, TSMC, Micron, Samsung for U.S. fabs. • Government outcome: No financial returns yet, but early signs suggest it’s achieving strategic goals (reshoring chip production, securing supply chains). , but policymakers considered it worthwhile to save the auto industry.:

YJoseph

Lots of states in EU have some involvement in public companies with critical national assets. Think energy or banking for example. Can’t hardly call some of them socialist now are we? However still fuck this administration. I have my Advanced Money Destroyer

paranoidtrader

What government will use them in office (except US)? OK EU dumbass will use it too but it's high risk hardware now isn't it.

Ok_Cry7572

China isolated itself from the global internet for an hour on Wednesday. The Great Firewall blocked all traffic when Beijing had no clear reason to restrict its citizens' internet access. The UK and EU are furiously taking notes.

press_Y

And what % of imports does the US get from the EU?

Praetorian-Group

Consider rotating out of the S&P and into global stocks. EU and UK offer great value right now.

moorhound

The US is gonna have to work out those crypto Visa cards that the EU has soon because USD ain't gonna cut it lmao

Ok_Cry7572

WHITE HOUSE: Trump to make big announcement soon Maybe: Something to do with DC? EU will invest $20 quadrillion in the US economy? THC legalization? rescheduling cannabis? Powells fired? Who buying tik tok ? nationalization of intel? EU tariff deal? He's going to resign? Russia? Tariffs on Pharmaceuticals? Signed a deal with china?

joe4942

Economic union with the USA. Total free trade, no barriers to investment, common tariffs on China. Allow American competition in Canadian protected industries (telecoms, banks, groceries, airlines). Canadians adopt the USD so there are no more currency fluctuations and conversion fees (like the EU and the Euro).

InjuryEmbarrassed532

In line with historical means. Zoom out. An increasingly dominating dollar would not be good for the US. Consider that the EU/UK have basically fallen off the wagon economically at this point, a strong dollar would not be a good thing.

Puzzleheaded-Image-4

JPOW fired, rates to negative like EU and JP. Good times coming.

afwaller

Mihu, XiaoShuai, Zhanhun are better than any EU player.

Downtown-Rabbit-6637

Regardless of the chaotic nature of tariff rollouts back in April, the trade policy is now starting to firm up for major partners - EU, UK and China. The volatility for other countries such as India will not end up materially impacting the economy. Also the market is now more confident that Tarrifs are actually a tool for negotiation. In my view fed had always incorrectly overly assessed the tariff risks feeding into inflation and it was a matter of time before the hard economic data proved the same.

Tricky-Astronaut

On the other hand, the four countries in the EU with the cheapest electricity (Finland, Sweden, France and Spain) all have nuclear, so it can't be that bad.

CheapAttempt2431

Germany basically in recession, how tf is EU green

Ok_Cry7572

WHITE HOUSE: Trump to make big announcement noon Friday My guesses: Something to do with DC? EU will invest $20 quadrillion in the US economy? THC legalization? rescheduling cannabis? Powells fired? Who buying tik tok ? nationalization of intel? EU tariff deal? He's going to resign? Russia? Tariffs on Pharmaceuticals? Signed a deal with china?

PitchBlack4

I did the same but to EU military stocks, better returns than anything in the US.

menerell

As a foreigner, I truly believe america can survive the shit storm but... Who will really want to make business with a country that pulls a gun whenever it has a problem. I know it has always been like this but Trump has dropped the mask. Just see how he treated the EU representatives last week.

Potential-Delay-4487

If there is one thing that's good about the EU it's all the times they have sued and fined big tech companies to protect EU citizens against privacy issues, excessive fees and anti-competitive practices. They are forcing tech giants to adjust their behavior in ways that often benefit consumers worldwide. You should be warned about this guy, not EU and UK laws.

Dirkisthegoattt41

Not AS much bullshit as the Ceasefire. Same amount of bullshit as the Japan and EU deal tho.

Commercial_Deer_7114

When politics cloud your judgment, in a post. Europe is unravelling and there are no political solutions on the table currently. Populist parties are capturing the outcry, but offer no solutions either. What needs to happen is reversing demographic implosion and repatriation of millions of net-negative immigrants. Both things are rare historic occurences, so more than likely what will happen is higher taxes for less social services, which will cripple things even more. Germany has destroyed European energy markets, in order to supply its failing industry with power its neighbouring countries are burning wood and coal. The solution to that is to either withdraw from the EU energy deals which guarantees Germany 25% of their energy supply, or to get sane policies in place again which wont happen soon. Finally, Europe has no tech sector and its most important industries in manufacturing are being totally overtaken by China. A China which has more political support in the EU than said European manufacturing.

Jagtem

As an American living in EU, I like this vision. I would love to go work for a European defense company.

Metacog_Drivel

So basically you're investing in EU? Could work out well but I'd still rather be in US AI stocks by a mile.

Atrain4315

1) not necessarily. EU Defense stocks have been killing it for me as of late. 2) This is a solid point, but the US grid is old, and needs massive overhauls so grid infrastructure companies should do well regardless. 3) Domestically true, but in ROW green infra is still scaling incredibly, so am targeting international stock exposure for this (not just solar, but wind, battery storage, and think geothermal will be next)

ApostleThirteen

Hmmm... expand into the EU with it's population of 450 million people, or hope to get into some states that already have medical presences, and states that have no legal medical or rec programs but 80 million or so people who haven't really shown any want for the product, as seen by voter initiative and legislative actions? After these last few US states, these American companies, save any real federal changes in cannabis business outside S3 (interstate commerce, international export, etc.)will be hitting a HUGE brick wall and the business law of "dog eat dog"? I guess it's a "short term vs. long term" conundrum... Maybe it's better to shoot into the bushes where there are more birds, especially if you've got none in hand. The difference between building lemonade stands on streets with traffic, rather than cul-de-sacs.

Atrain4315

Fascinating that this seems to be a SPY specific sell off. International markets like the UK's, Canada, EU have been doing well the last few days

Matt2_ASC

I think Europe just has to not be Trump's US for the next decade or two. Nvidia is going to give Trump 15% of revenue from chip sales to China. Why stay in the US if you are Nvidia or a chip maker when the global market is going to be limited by the whims of the executive branch? If you want to develop a company, you will have to choose to appease a president who thinks he's a dictator, or you can deal with the regulatory environment of the EU. Companies want stability. In time, it will be more appealing to work in the EU than the US with the constant tariff changes, cronyism, corruption, and oligarchy. The US is trying to be isolationist. Europe needs to be smart about tariffs and global trading partners. In this way, your idea of efficiency is accurate. It is more efficient for Europe to buy Chinese vehicles than to manufacture cheap European vehicles. They will need to produce their own high end vehicles,, aircraft manufacturing, defense manufacturing, and other manufacturing (that the US currently does) while leaving the cheaper products to be made by lower cost areas. Europe needs to provide social safety nets that incentivize education, stability, and quality of life. They can now pull educated, successful people from the US where opportunity will slow, inequality rise, and then crime will remain higher comared to most European countries. Living standards in the US are going to get worse. For example, this past week, Trump has made it clear that he intends to limit renewable energy development. Electricity costs are going to increase compared to Europe who is continuing to develop energy production. There are many areas of life that are subject to this damage from the current administration.

Violent_Mud_Butt

Market is gonna act like the EU trade deal we already knew about changes anything.

OorvanVanGogh

Europe imported 30% of its oil from Russia in 2021, it now imports only 3%. And you have a couple of European presidents who a Putin's fanboys, like the guys in Hungary and Slovakia, they want to continue buying Russian energy, rest of EU has to cajole them into any joint actions against Putin. So, EU has done plenty. He said medical was good, but rec was bad. I hope they are not using these 2-8 weeks to figure out a way to reschedule for medical purposes, while somehow making life worse for rec. Because then we are all effed.

Antique_Move2311

Not sure what is implied here. China has 1.5 billion people so of course when they became a developed country, their emissions were going to sky rocket. Even with all that population, their emissions are still less than the US I believe and while they have only recently started polluting the world with GHG emissions, the US has been doing it for decades so it’s the ultimate red herring argument to point at China and say ‘what about them’? Germany is part of the EU and the EU is stepping up in this area as well as adjacent areas like plastics pollution. Will the EU ‘destroy’ its economy. I’m sure they won’t be in as advantageous as a position as the US, but they will be just fine.

BosSF82

Notably, the latest agreement does not introduce changes in terms of the EU’s digital services act, which includes regulations for big tech companies and has long been a point of contention in trade talks for Trump. Sefcovic on Thursday noted that the digital sector had been kept out of trade talks.

jysamuel

US and EU agree on trade deal.

Thero1980

The EU <> US deal today would likely fire the market up under normal market conditions. But at the moment, I'm skeptical.

Healthy-Blueberry216

[EU Q+A and Joint Stmt on Trade Deal ✅🕯️](https://ec.europa.eu/commission/presscorner/detail/en/qanda_25_1974)

No_Feeling920

These surveys are mandatory in the EU for almost every asset class (needs to be "unlocked" in the trading app/UI). Though I would bet, that many people simply google or chatgpt the answers. There's only so much a broker can do to deter ignorant regards. Ultimately, no one would be doing retail brokerage business, if they were held liable/responsible for their clients' stupidity.

akaChadThundercock

The issues for him are that HITI is about to make Tilray's foray into Germany obsolete because Raj is taking over this aspect of the supply chain and just about every Canadian LP is going to go through HITI for their EU imports going forward.  German customers are not going to go through other importers that only offer products from a single producer when HITI can offer them the products of just about every producer in Canada. I think the people above you in this comment chain are just bitter they picked the wrong horse. HITI continues to expand, produce results, and is not dependent on any sort of legislation to stay viable.

Peanut_Butter_Bitter

(1) Who’ll pay $90k that’s only level 2 driving? There’s simply no pro of buying this brand besides it looks decent (2) It’s not competent Asia/EU/LatAM for cost effectiveness. Look what BYD’s $20K cars look like

biwoj

Robinhood EU app doesn’t offer options nor I trade them. I only hold a few different mainstream tech stocks via Revolut and I’m not planning on selling them for a few years. I opened the Robinhood account only to check out the app and to swing trade small amounts just because PDT doesn’t apply to stock tokens. I just wanted to share my experience, so others will think twice before depositing any real money there 🤷‍♂️

Jealous_Jackfruit_28

Thanks. I think it's a great pick in double digits. Still a long way for AI to work in juridical fields. And knowing EU, deregulation won't happen easily. You're a shareholder of Carl Zeiss. The obvious thing to ask: why did earnings get cut in half after 2023? Is it just a temporary drop?

wayfarer8888

Subject to tariffs on EU imports? Those will help.

B2M22X25

Interesting to see what happens in the next few days. With US backing Israel in the genocide + US invading Venezuela, WW3 might be in our near distant future, legitimately. Trump meets with Putin to ensure NO cross fire amongst US and Russia (Russia has good influence down south) while EU holds steady with Ukraine. Hard to imagine EU squaring off against the US tho. American expansion is clear steam ahead, signs are everywhere. I bet a friend that WW3 would pop off in South America, i hope I’m on the losing end of that bet.

bluen

Bruhs is Switzerland in the EU?

Herewego199

We manufacture machinery for plastics processing. These types of machines are not made anywhere in the USA, all of our competitors manufacture in the EU, Japan, South Korea and China. Right now we are just staying the course. We are optimistic that this won’t last too long.

iloser4711

It tells me your an idiot because the two are obviously unrelated. EU wanted to make sure TACO didn’t pull a fast one on Ukraine’s leader like last time. The market had its first 1% - 2% pull back in months. 1-2% doesn’t qualify as “market tanked” unless you’re someone who has zero clue what they’re talking about. This is coming from someone who’s bearish for the next 2-3 weeks.

eyerollingsex

Leaders from the EU and USA met to discuss peace talks and the following day the market tanks What does that tell you

Consistent-Duck8062

The thing is, US can at least afford their AI bubble on top of everything bubble. EU can't afford to even prop up their own struggling industries.

EvolvingDior

This just means we rely on the EU to limit tech monopolies.

Alarmed_House23

EU doesn't deserve to have a say about anything

Xzlk

GOOG DOJ decision to happen today! (And by today I mean by 2026, and then delayed, and then cancelled, and then brought to courts in 2028 to be re-looked at - all while the EU sues them everyday because it’s not like the EU has anything else to do)

thomasthetanker

I can see the EU getting behind this, you paid for a service and 8 years later it basically doesn't exist. Class action, repay FSD, illegal to sell FSD until it is actually working and licensed, could cost Tesla trillions. Yeah, the stock will go up.

aomt

Defending and explaining are two different things. Many EU leaders say: "P can stop the war any time, by just pulling out of Ukr. without conditions, but he dont want peace". You can use exactly same logic and say: "Z can stop war any time, by giving up Donbas++ to Ru without conditions, but he dont want the peace". It's not about whats "wrong" or "right". Both those actions would result in peace. Both of them are unrealistic/unreasonable. Same with above. It important to understand what/why happened. If you really think the war started "just because Putin decided to do so out of the blue" - there is no point in discussion. Politicians love you. FYI, US had a presence in Ukraine for a very long time via different organisations, such as "Ukrainer" - funded directly from the fed budget. They worked with youth (12-20yo), teaching them (brainwashing) importance of being patriotic, Ukraine must be completely independent, they must speak only in Ukrainian, they must follow Europe, etc. While those values in themselves are great, they had one very specific purpose. Just like if Russia would establish "Americaner" in US, promoting some of the "good" value from commy-side. Everything belongs to people, everyone is equal, no one is above, money goes to workers and not 1% rich pedophiles? Those are good values as well. Im pretty sure that organisation would be shut down by FBI/CIA even before they opened. Anyway, my point it not to defend what Putin did. But saying it's only his fault is just sticking your head in the sand. Not because "Putin is good" - no. because there are so many other people (from Ukraine, EU, US) who wanted the war and benefited from it BIG time.

ManagementFar44

Hey, thank you for your answer. I'm from the EU.

Jerikolol

ppl think its a defense stock (despite it making miore money from civil aviation and by 2030 from small nuclear reactors..), so its dropping alongside all EU defense today. Others are down -5% to -9%, so RR being down 'only' 2% is pretty good.

Background-Bad-7510

Good for EU, now all those offshore resources can come work here “to raise our energy bill” wink wink 😄