EU

BeatnologicalMNE

So Trump regime really, really wants to push whole world to stop using VISA / MASTERCARD on top of all the other shit he is doing? Interesting. Not like EU is not working on it's own payment system already, and apparently for a very good reason.

coffeepagan

Yes. This is 100% Miller's plan to break USA off from NATO and to present it as fait accompli to stumbfounded congress. Trump is just a tool here. Of course there will be side effects. Like all of EU dumping US bonds and defense purchases. But who cares when those abortion right guy Europeans were given a good slap.

nick4fake

1. EU always provided much more support in absolute and relative numbers 2. Selling weapons to Europe is not a "support'. Any weapon system that Europe buys for Ukraine is EUROPEAN support, US is ghoulish here benefitting from my country men dying 3. Most importantly - yes, Trump has completely stopped any military or financial support, even for pre-approved shipments (no ide why TF previous president didn't send it before leaving)

leeuwvanvlaanderen

lol EU indexes on a tear for over a year now and I put 70% of my cash in the US Serves me right for being a traitor 

Hot_Individual5081

you dont get he didnt stop anything he just made the EU to pay for those weapons ...

JmoneyBS

It’s not about threats to GL. It’s about the Arctic being a militarily important position. And as sad as it is, Canada’s arctic presence sucks because navigating the islands and ice is so difficult. We don’t need just a few military bases up there - we need a control center to exert influence. And EU has not been living up to their end of the bargain, so I wouldn’t put much trust in them.

Kalagorinor

In my experience, Germany is a special case within the EU. Most other countries have progressively tended towards less and less cash. It used to be more common to see places that did not accept credit card payments below a certain amount, but this has become exceedingly rare in most countries other than Germany.

OverheadPress69

If you think China is looking for “moral highground” to “justify” invading Taiwan, you’re clueless about international relations. China has maintained that Taiwan is a part of China. In their eyes, invading Taiwan is not morally wrong, it’s reuniting a lost part of the country with its homeland. If you think the United States (even if somehow it came to an armed invasion, which it 1000% will not) taking Greenland has any effect whatsoever on China invading Taiwan you need to read more. They aren’t invading Taiwan because they know it will lead to crippling sanctions, the destruction of the only reason they want Taiwan (TSMC), an unacceptable loss in terms of casualties and financial spend, and quite likely a hot war against the US, Taiwan, South Korea, Japan, Australia, New Zealand, the United Kingdom, Canada, Brazil, & the EU at an absolute minimum.

MatterFickle3184

NATO is better off without the US at this point. EU needs to see once and for all they cannot count on the US for any support let alone invade one of their own nations. EU needs to ban US companies starting with the big tech, dump US Treasuries, etc. They need to stop being little bitches and stop letting the orange buffoon bully.

prady8899

Because Greenland is a part of the EU, this is like saying Americans will not die for Alaska if invaded

EyeSea7923

🥭 is 🥭, but glad he is doing what he is with Iran. Fuckem. EU/NATO is a bunch of pussy ass bitches.

Street_Anon

The EU holds $2 trillion in US Debt, most likely they'll call it up, sell their USD reserves, sell all Treasury Bonds, close all American bases, void all American IP. That will cause a stock market crash, the collapse of the United States dollar.and high unemployment. All because he acts like Hitler.

FTLight

There's no indication of Russia or China wanting Greenland. Also, Trump knows he can just take Greenland because the EU people aren't willing to die for Ukraine, so why would they die for Greenland?

Street_Anon

When the EU holds $2 trillion of US debt, they will call it up, sell all USD, sell all US Bonds, causing the US dollar to collapse, causing a massive stock market crash in the United States.. He sounds just like Hitler.

jkewow

What are you smoking? Why are you including Biden? EU, NATO and China would most definitely have a lot to say and do about this. Lowering the interest rates would crash the economy completely. Powell is the only last person to stop this from happening. If you had more than one brain cell and a teeny tiny bit of knowledge in economics you would know this.

-Crash_Override-

I'm sure you said this somewhat jokingly. But why would China want to get involved all this. EU is transitioning from an asset to a liability over the next 20 years, especially when it crumbles from climate related migration. China has its eggs in the belt and road and is not geographically positioned to benefit from Greenland. They have far better access to more productive mineral deposits as well. If anything, an invasion of Greenland from the US would give them some sense of moral high ground to move on Taiwan.

Interexports

Yeah, fastrack EU into communism.

MrCITEX

The European Union are using far more subtle language. Ursala von der Leyen has said Greenland can "count on us" for their sovereignty. It's not brash communication but it's subtle over the EU's position. Despite Trump's posturing. America doesn't have the same level of artic-ready troops and equipment as the EU does for the initial opening. It won't be a quick conflict and I suspect many Americans will not stomach scenes of innocent Greenlanders being bombed from the sea or via Cruise missiles.

OakLegs

>will never recover until a next president returns it back. And even then, it wouldn't. How can the EU depend on a country like the US that is liable to elect a megalomaniac every 4 years?

Timalakeseinai

The thing is that even if he invades and grabs it for now, the US -EU relations will never recover until a next president returns it back. There are no 2 ways around it.

-tpyo

Broke enough that trump wants that EU defense spending flowing his way. Maybe put all your eggs in the totally reasonable TESLA stonks.

Sea_Helicopter_2556

I think an EU-China summit is in order.

Quotama4

And since when did that stop us to Buy EU domiciled (mostly Ireland) ETF which invest directly in the US markets and constitute the same indexes. You are highly obnoxious. Btw the EU index has on average a much low PE than the US one. And its valuation growth isn't all that bad actually.

Commercial_Deer_7114

Hi commie, sorry for hurting your feelings with facts. It is 100% illegal to buy US-issued ETF's as a EU citizen.

poopermacho

>EU citizens are not even allowed to buy US-issued ETF's lol. You can not possibly be this stupid... Right?

Commercial_Deer_7114

SAAB is at 700kr SEK per share at a P/E of like 80 ish. It is an insane bubble. Europe is broke, 0 growth and extreme social spending liabilities looming with an aging population and destructive demographics. What government spending is possible to justify these valuations? Are private citizens going to be allowed to purchase radar stations and anti-tank launchers? EU citizens are not even allowed to buy US-issued ETF's lol.

leeuwvanvlaanderen

Kind of impressive the US has shed nearly 80K manufacturing jobs since April, nearly matches the EU and we've been mired in misery since 2011.

squirrel_X295

Yeah but what those EU banks have a lot of are US treasury bonds ready to drop at a moments notice

Samjabr

True. True. But even the EU is bugging about the flood of imports

Pax19

My China, EU and Japan ETFs are all beating my S&P one. At this point it'll get overtaken by Russell soon too lol

version-two

At this point, do our tech overlords have such big bags it can’t die? BTC? Also, curious if you recall other times when silver prices diverged so far from other markets? Like $/oz? Trading at $120 or whatever it was in China and EU … can’t remember exact numbers but you get the question.

slick2hold

This may not be such a good idea. EU is launching their own payment system network with zero fees.

Pro-Weiner-Toucher

No, in aggregate, the market is smart enough to understand most this political drama and hyperbolic media attention doesn't actually matter economically (with the first tariffs being the one or the few things that could have actually had a significant effect the economy). I don't like Trump either and have always been against tariffs (even when we, the liberals, were the ones constantly campaigning for Chinese tarrifs just a few years back, lol). The media and subs like this also acted like the world was constantly going to end and the US economy was going to implode during Trump's first term (and to a less extent many right-wing outlets acted like this during Biden), none of that ended up happening during Trump's first term despite one of the largest crises/outbreaks in modern history occuring at the end of the term. Even with the Covid pull-back, Trumps annualized S&P returns for his first term war tied for the 3rd best out of the 14 presidents since the index inception (only Obama and Clinton in front of him, while I consider Obama to be one of our best presidents in recent history he lucked out by taking over office right when the S&P has bottomed out from the 08' crisis. So people managing large amount of money know the constant media circus and political propaganda doesn't really matter. Also, where else would they put their money? US companies are still BY FAR the best place to invest/hold money - just look at the US's stock market outperformance compared to the EU markets since the 08' crisis. There is nowhere else you can get the potential upside and relative safety that US markets provide. In the little over a year since Trump won the recent election (and all the drama that has come since that) the S&P is still somehow up over 20% and Nasdaq is up almost 30% and that's even with the tariff tantrum lol. I ended up 162% last year largely because I've owned a lot of PLTR & GOOGL for a while but I also got crazy lucky with timing and managed to buy a shitload of TQQQ a day or two before it bottomed over the Tariff stuff - I knew long term it would eventually rebound. Major money managers are smart enough to understand this to.

Immatt55

As other institutions lose faith in the US dollar we will experience increased volatility and a decrease in purchasing power. Stocks are generally relative to the dollar and can be used to hedge against inflation. There can be short term shock but as inflation continues stocks will go up. US S&P is up around 20% from last year but on the EU markets it trades nearly flat year after year because of this. Tdlr: The green line must continue to go up. WW3? Believe it or not, calls.

VoidMageZero

Was looking at Airbus yesterday, a lot of EU stocks have already run up though. Might be time for looking at other countries, not exactly sure which markets are still undervalued though.

Don_Kalzone

OK, lets put any political premise aside. Look up and compare spending in AI, digitalisation, energy-prices and -output, number of engineers, regulations, access to resources, marketcapitalisation of leading corporations, size of high-techclusters, geopolitical hard-power and so on. Do you really believe the EU will be competitive in a few years, if they get their sh\*t together? I dont.

Tandittor

>For added context EU unemployment rate is 6%, France has a 7.5% unemployment rate and Germany has 6.3%. That's not a very good context because historically those countries have always had lower levels of maximum employment, mainly because of more lenient social programs. Note that the term "maximum employment" has a specific technical meaning in the macroeconomics of montary policy, and it is not simply the maximum level of employment that is legally possible.

lecomplet

Besides what others already said: a lot of countries are moving away from Visa/Mastercard, which take \~2–3% per transaction. Stores and governments hate paying that and hate being dependent on private US card networks. The EU is pushing the digital euro for exactly that reason. Brazil is even further; PIX (run by the central bank) has already beaten credit cards for everyday payments. It’s instant, free, and many shops actually give you a discount if you use it. Moving away from those cards is a global trend. Trump just accelerates the process.

urania_argus

>But the system was never designed to purely majoritarian. We don't want presidents wracking up huge vote totals in areas where they are very popular and mostly indifferent to the 50/50ish areas. Our system encourages the opposite behavior. Our system encourages minority rule, which should never happen. Another negative side effect I forgot to mention is that the more of a state's population leaves, the more weight the votes of those remaining in the state have - because of the fixed number of senators per state. In the long term that rewards any sort of incompetence in state government that drives away the local population with power at the federal level. That's definitely not what the Founders intended, but we are stuck with the consequences, one of which is also Trump. >In terms of Parlimentary Democracies I think they are even worse than our system due to the lack of checks and balances. To the contrary, the checks and balances are very effective there, and are used vigorously. Some of them just take a different form from the ones we have - votes of no confidence and snap elections (of which at least one happens somewhere in the EU in any given year, these aren't a rare occurrence). Independent judiciary is also present in parliamentary democracies. In addition, a multi-party system is the norm in them, and that means typically a single party can't get a majority to form a government but has to form a coalition. The de facto coalition requirement tends to keep extremists out of government because no wants to work with them, or they are forced to tone themselves down if they want to be in government. We don't have that protection either.

ThePandaRider

For added context EU unemployment rate is 6%, France has a 7.5% unemployment rate and Germany has 6.3%. Very low unemployment rates create problems, like high inflation, and for that reason 4%-5% unemployment rates are generally considered to be better than something like a 2% unemployment rate. But what's considered healthy does float. If you can get to 2% unemployment without inflation and labor shortages that would also be considered healthy.

Embarrassed_Orange50

Honestly fuck EU officials who kill innovation on the regular. That being said I just point out that this is not as a huge rally as people think

Aggressive-Kitchen18

in 2009 while the people were calling for Obama to help them as the regime massacred them in the streets we was busy shaking hands and making deals with the clergy. The EU will as usual do nothing and critique others who will instead act. There's a good reason why the greatest writer of old Dante put the Ignavi in hell. Condemning them to chase a white flag in circle for eternity while stang by bees.

Doc_Bader

>How did the world react? Everyone scrambled. >The EU was a mess. They were pissed, but totally divided. Germany was terrified about the 25% auto tariff, while France was more worried about its farmers. They ended up caving for a 15% tariff (including on cars), but it cost them. They had to promise to buy $750 billion in US energy and invest another $600 billion. Ouch. Which was a bullshit promise that's never going to materialize. EU imports of oil and gas are actually shrinking lol

Otherwise-Coyote6950

And I hope we bomb the EU too, another pathetic regime.

ShittyUsernane1222

once EU and china dumps all their bonds, this place and stocks are going to be such an 🏳️‍🌈🐻 fest.

NotMe357

Because he think oil companies in the USA will pay him alot of money to get that oil. A few days ago he says he wants $100B for the oil companies in the USA to get that oil and I believe is one of the big oil buyers in Venezuela and then Iran. So TACO attack both of them to hurt China so he can make a deal with them for Rare Minerals. TACO needs to win midterm and China can do funny stuff this year to give him troubles so he needs to find a way to deal with them. Iran and Venezuela is one of the reasons. Oh and make people in Greenland to be afraid of him to invade them so they can sell or give him Greenland for free. Greenland/Denmark will meet USA this week so watch out if they can make a deal or not. It can be a Black Swan that were waiting for, for the market to dump hard. Force invade Greenland = fighting EU/NATO.

explorer_soul99

**2. AMD - HOLD (Neutral)** | Metric | Value | Analysis | |:--|:--|:--| | Market Cap | $330B | | | YTD Return | +68.4% | Strong, but trailing NVDA | | P/E | 99.9x | **Expensive** | | Forward PEG | 0.75x (est) | 25% discount to sector, but still pricey | | ROE | 5.6% | **Weak** for a growth stock | | Analyst Rating | Buy (47 of 69) | Consensus positive | **Your Thesis:** Lisa Su is a legend, and MI300X is NVDA's only credible competitor. But... AMD trades at 100x P/E with 5.6% ROE. That's a lot of hope priced in. **Risk:** If MI300X doesn't steal meaningful share from NVDA, stock tanks. **Verdict:** **HOLD.** I love Lisa Su too, but valuation is rich. Wait for -15% pullback. --- **3. ALL (Allstate) - VALUE PLAY** | Metric | Value | Analysis | |:--|:--|:--| | Market Cap | $56B | | | YTD Return | +10.5% | Steady | | P/E | 6.7x | **Cheap** | | ROE | 35.3% | Excellent | | Analyst Rating | Buy (22 of 42) | Positive | **Your Thesis Confirmed:** P&C insurance is defensive + rate hikes = higher investment income. 200% YoY growth sounds like an acquisition or one-time event (not organic). Verify in 10-K. **Risk:** Climate risk (hurricanes, wildfires) could spike claims. **Verdict:** **BUY.** Cheap defensive play with 35% ROE. Good for portfolio balance. --- **4. INCY (Incyte) - BUY** | Metric | Value | Analysis | |:--|:--|:--| | Market Cap | $21B | | | YTD Return | +53.7% | Strong | | P/E | 17.6x | **Cheap for biotech** | | ROE | 29.8% | Healthy | | Analyst Rating | Buy (24 of 43) | Positive | **Your Thesis Confirmed:** Jakafi is mature, but pipeline (blood cancers, dermatology) is diversifying. Low debt, insider buybacks, 30% ROE = quality compounder. **Risk:** Patent cliffs. Jakafi loses exclusivity 2027 (US), 2029 (EU). Pipeline must deliver. **Verdict:** **BUY more.** At P/E 17.6x with 30% ROE, this is a steal if pipeline works. --- **5. B (Barrick Gold) - CONTRARIAN BUY** | Metric | Value | Analysis | |:--|:--|:--| | Market Cap | $82B | | | YTD Return | **+199%** | Huge move | | P/E | 22.7x | Reasonable for gold miner | | ROE | 14.5% | Decent | | Dividend Yield | 1.1% | Bonus | **Your Thesis:** Gold up 35% in 2024 (to $2,650/oz), but B is up 200%. Some of this is catch-up (miners lag gold), but momentum is strong. Copper exposure (30% of revenue) adds diversification. **Risk:** Gold peaked? If we get a Trump "strong dollar" policy, gold could correct 15-20%. **Verdict:** **HOLD (trim 25%).** Take profits, keep core position. Gold is overbought short-term. --- **Portfolio Allocation (if $10k):** - **MU:** 30% ($3k) - High conviction - **INCY:** 25% ($2.5k) - Value + growth - **ALL:** 20% ($2k) - Defensive - **B:** 15% ($1.5k) - Commodity hedge (trimmed) - **AMD:** 10% ($1k) - Speculative (wait for dip) **Bull:** Diversified across tech, healthcare, financials, commodities **Bear:** Heavy on semiconductors (MU + AMD = 40%) - if AI crashes, portfolio hurts Solid list. I'd rank: **MU > INCY > ALL > B > AMD** (on current valuation).

value1024

I use Schwab, not from EU.

No-Cartographer-8533

The EU doesn't own any US debt, however there is this mechanism the EU drafted up, where all EU countries who own US debt would be required to dump it simultaneously.

Dachshand

We really need to get rid of meta products in the EU ASAP

getdatassbanned

Europe already removed most dependencies on Russia and I doubt the EU has more dependency on China then the US has. This is not an argument.

xeemyy

Here in EU as soon as you realize gains, you immediately pay taxes. Means you can't really go tits up on stonks.

Samjabr

Bro, how can I be mad when he’s out there dropping gems: "Basically, their defense is two dog sleds. You know that? You know what their defense is? Two dog sleds." Later, when he heard about EU troop movements he said “Denmark has recently bolstered Greenland's security by adding one more dog sleds. They thought that was a good move." Dude. Come on. I’m dying.

Low-Leg5224

it's not just him, obama done it. the dirty EU and Dirtiest UN enforces this shit. cubas had this done to them since they had a revolution. bassically we wont bomb you but we'll make sure your civilian population suffer because you are not like us.

Tiny-Art7074

Heavy rare earths dysprosium and terbium, both needed for high end magnets, other modern high tech and defense and both currently controlled entirely by China. I like the company LEM. They will get their mining permit, release an updated scoping study, and possibly be granted strategic designation by the EU commission. Should be a multi bagger in 2026 alone.

Caspica

Wasn't that the tariff they threatened EU with as well? Europe is run by islamists confirmed.

abroadbroadband

I looked up Taiwan's allies, they should invade China first United States, Japan, Australia, EU, a bunch more Like we should go for it We could all take China together, with the power of friendship

AllCapNoBrake

On this site, yes. I suspect by the end of this admins term israel will make sure it's on the books (like it is in EU) it's illegal talk about israel and by the end of the next admin term it will be illegal to talk about islam/muslims, also at the direction of israel, 1st amendment be damned.

asagi_lumina

ohhh glad to see there are still some people sticking to nuvb. *like usual this is not financial advice, i am just a regard who likes stocks* my personal take is i think it's oversold for a few reasons: 1) sell the news: EU partnership news is done so we now go back to pre-hype 2) EU deal seems low compare to other deals: \~50M upfront payment is peanuts if you compare it to other similar deal in oncology which is usually sitting at 150M+ 3) analysts downrating NUVB, yes those same analysts who didn't understand the potential of IBTROZI at the time of the first DD. 4) only saw one news talking about safety issues related to IBTROZI ok now let's talk about why i think it's oversold and why this could be an opportunity for long term bag holders: 1) Future forecast **does not assume anything related to EU** **sales** (correct me if i am wrong) 2) only 2 out of 130ish people dropped from clinical study in ibtrozi 3) who trusts analysts anyway? this for ibtrozi alone! not even counting on a Safusidenib approval or good data at all finally, David is not a fan of forecasts. last earning he didn't give guidance which caused the stock to tank post earnings even though the earnings were good. i will be tuning in tomorrow to listen to David's take on it your thoughts on it would be appreciated :)

Swarez99

So we are going to tariff everything from China. Everything from India. Everything from the EU. And all oil from Saudi Arabia. Do I have that right ?

gmehra

does the EU do business with china?

crek42

Yea I feel for my EU bros. I know it’s been shitty since Covid.

piert_1230

Legend Powell! Wish we had someone like him here in the EU. True goat 🙏 Gives me the same vibes like Warren and Charlie, just decent professionalism and no bullshit.

Don_Kalzone

Yes, its just talks. 20 year mostly talking while doing the opposite. We are more dependent from the US Tech than ever and we will continue this. Look at Palantir. Also, Microsoft alone spends nearly as much for AI-Development and Infrastructure as the whole EU(companies and governments) combined

Motorhead546

ENGIE for the Stock of the Year in EU But if we talk about ETFs iShares EURO STOXX Banks 30-15 (EXA1)

the_marvster

You're pretty much right and you may add: Reducing inequality, tax rich people, break up monopolies; provide free or cheap education, health care and social security to invest into and protect work force; promote and support healthy living, reduce debt and develop a long term vision and prosperity for future generations. But this is all not happening in the US and unfortunately this trend swaps to the EU slowly but steadily.

jwelsh6

honestly this feels like the wrong place for cloud infrastructure talk. if you mean blockchain sovereignty then maybe look at european projects but most solid L1s are US or asia based. could wait for EU to actually fund something before buying in tbh

Pretty_Ad_7885

and you don't see the problem with destroying the local market hourly rate with unlimited external workers? i mean sometimes you need specific people which you can't get locally but most of the time it is companies want to pay less. I don't want to go to work in US any more because i personally don't like it and for me it is unsafe with all the crazy people and guns (going to a gass station at night is a god damn quest in US) and i have more than enough work in safe countries in EU. The reason IMO for OnlyFans and other shit is the lack of public shame you have. There is no public value everything is equal and liberal. If the girl knew that everyone would disown her if she maid Onlyfans even if it is legal she wouldn't do it. It all comes down to degradation of collective values by enforcing the ideology that nothing matters, you can do what ever you want and you shouldn't judge anyone.

Pretty_Ad_7885

I don't say i support this but this is what is happening. Regarding H-1B and other types of immigrant workers. I work on site as an engineer for the last 6 years, 4 months of that was in the US. I got paid a fraction of your master level engineers in US. But guess what, minimal wage in Croatia was 4 Euros per hour, idc if your market price for my level of knowledge is 150$/h+ i will work for 70$/h and people see this and it pisses them off. Also transgender shit is an ideology that pulls other stuff with it (extreme left). What percentage of US girls age 20-25 has onlyfans? Oh, it is 1/3. that doesn't sound good. In EU we have much bigger problem than the US and if someone came and said that they will deport all the immigrants most of the people would vote for that. No matter what else they say

Round_Sample7249

Hi all, I’m in Europe and building a simple long-term (10–20 years) monthly ETF portfolio focused on growth. I want broad exposure, low fees, and minimal overlap. Plan (monthly): • VUAA (S&P 500) €300 • EXUS (MSCI World ex USA) €200 • IS3N (MSCI EM IMI) €50 Total €550/month. Reasoning: • I originally considered VUAA + MSCI World + EM, but MSCI World already has a big US weight, so adding VUAA felt like double-counting and becoming too US-heavy by accident. • With VUAA + World ex-US + EM, it’s closer to “global” but with a deliberate US tilt. Questions: 1. Does this allocation make sense, or is there a cleaner way to do the same thing? 2. Any hidden overlap or gaps I’m missing (regions, sectors, small caps, etc.)? 3. Would you adjust the weights (US vs ex-US vs EM), and why? 4. Any better EU-listed ETF tickers for these exposures (similar index, lower TER, better liquidity)? Appreciate any critique, especially from people who’ve run similar setups

Round_Sample7249

Hi all, I’m in Europe and building a simple long-term (10–20 years) monthly ETF portfolio focused on growth. I want broad exposure, low fees, and minimal overlap. Plan (monthly): • VUAA (S&P 500) €300 • EXUS (MSCI World ex USA) €200 • IS3N (MSCI EM IMI) €50 Total €550/month. Reasoning: • I originally considered VUAA + MSCI World + EM, but MSCI World already has a big US weight, so adding VUAA felt like double-counting and becoming too US-heavy by accident. • With VUAA + World ex-US + EM, it’s closer to “global” but with a deliberate US tilt. Questions: 1. Does this allocation make sense, or is there a cleaner way to do the same thing? 2. Any hidden overlap or gaps I’m missing (regions, sectors, small caps, etc.)? 3. Would you adjust the weights (US vs ex-US vs EM), and why? 4. Any better EU-listed ETF tickers for these exposures (similar index, lower TER, better liquidity)? Appreciate any critique, especially from people who’ve run similar setups

Particular-Song2587

Yes but not in the USA. Think about it.... Trump's regime means if he doesn't like any particular CEO's face that company is doomed. If he decides to ramp up the war machine he'll arm-wrestle the arms manufacturers to do his bidding whether its profitable or not. You see that already happening when he decided to target pharma and banks already. And even if Trump's regime goes away, the next admin would have to cut defense rhetoric a long ways back (unless its another Rep warhawk which seems unlikely). EU however, now has a massive problem. Faced with Trump imperial ambitions, they MUST beef up their defense spending which has been neglected for a generation now. And even if another friendlier regime reappears, EU will be once bitten twice shy and will continue to strengthen self-reliance anyway. TL;DR, EU Defense stonks

Bonestalk

The EU always talks and talks and taaaaalks before doing something. It's in its DNA. But more often than not, it does do something eventually, if the need is pressing enough. It feels like that point is close. All that aside though, part of this is also me using disposable income to invest in the future I want to see, not to mention my personal security.

elpresidentedeljunta

Despite all those headwinds it has better metrics in all accounts than Tesla however. And it´s not like they were the only ones who used fought for the market with dumping prices. They were however one of the few who could afford to do so and still make a profit. Just not as much profit as before. When chinese EV makers die off or get bought, BYD will be left standing. And the EU and China just agreed on terms for chinese vehicles entering the european market. BYD is a star in the future car market. There is very little doubt about it. And it having been sold off to a p/ of 15 is not a sell signal to me.

tuataraenfield

Bit out of left field here, but keep an eye on Airbus. They're one of the key drivers of the EU sovereignty topic, and they're a pretty diversified pan-European company with the ear of the EU Parliament and the grunt to push something like this forward. Maybe not as the primary implementor, but their appetite for this will be a major part of whether it happens or not.

GenEricShot

Asia woke up and looked around. Decided to take some profit. EU and US will probably follow suit before another pump

tjpalmer37

SAP and OVHcloud are the obvious plays here, but honestly the EU has been talking about digital sovereignty for years without much action. If you really believe in this thesis, maybe look at the STOXX Europe 600 Technology instead of betting on individual winners that might never materialize.

TheRealP3dr0

I wish our EU politicians would see this and act upon. You need balls of steel these days.

No_Membership_8826

Ameritard discovering EU has insulated homes that doesn’t need air conditioning day n night😂😂😂😂

BorrisZ

debasing currency works in EU4, calls.

aomt

If trumps tries to take Greenland by force, market will crash. Attacking EU/NATO member won’t be accepted by majority of the world.  Is Donny confident he will win midterm and still have majority? Or he thinks he must act now? Otherwise I do agree with a lot of your thesis. 

realfire23

good market for EU

Invest0rnoob1

I’m dumping my money into EU etf. This country will have a lost decade or worse.

Maxamillion-X72

The top three holders of US debt are the UK, China, and Japan. The UK is an "ally" and isn't going to do shit, especially because if NATO is still active, it would require the rest of the EU and Canada to back the US if the UK went to war over unpaid debt. Even if NATO is already disbanded, the EU has Russia to worry about. China will be too busy gobbling up it's neighbors to go after the US. The money they lose on US bonds will be more than made up by those gains. Japan will be too busy fighting off China to go after the US.

AvocadoPurees

Waiting to see what the EU bros think about today

kiwimancy

Domiciled in the EU, aka UCITS, investing anywhere? Or domiciled in the US investing in europe?

Galaxy_AI

I have been investing in the EU market. I think Murica becomes another third-world country with kings and queens.

NyranK

Name recognition, I guess. Hilary and Biden might not be everyone's first choice, but a lot of people just gloss over the ballot sheet until they go 'hey, I know them'. This is especially prevalent in 'low information' elections, and Americans seem to take pride in being as uninformed as possible. This last election, you still had people unaware that Biden dropped out for Harris, and the main media coverage she got was republican controlled. Probably a decent chunk of Protest Votes, too, due to the Dems going back to 'business as usual' and trying to run Biden again and again until the obvious caught up with them. A lot of people on the left might have assumed the population wouldn't be dumb enough to elect Trump a second time, so their subtle 'rebellious' act wouldn't really matter. Just like a lot of people in the UK who voted for Brexit just wanted to voice their concerns about immigration, not actually leave the EU. In summary, Einstein (allegedly) said it best. "Only two things are infinite. The universe and human stupidity; and I'm not sure about the universe."

InIce1234

EU will wake up and be glad that it doesn’t have to send military to Greenland yet, and he is now hunting JPow and buying the dip all the way up until open. Bull never loses. New AHT EOD.

iceoldtea

The all of the EU mainland and the major Asian countries can confidently move their money out without worrying about US Democracy visiting them… which is, uh, a lot

SerpentRoyalty

The only reason the US stock marker has been superior since WWII, is global trust in the Fed's independence. All of these EU retirement funds will pull out when that trust erodes. It won't happen overnight either. Moving that kind of capiral takes time so you'd normally see those effects within a year.

ldskyfly

I got an EU passport last year for my and my kids. Hoping to get my wife hers soon so we don't need to jump through any residency visa hoops

Ksi_x_simon

EUAD is also interesting and EU based. Main reason is because Europe is rearming due to the situation in russia

crek42

The dude gave us a soft landing post COVID and narrowly avoided a recession, while the rest of the western world went into the shitter. Any EU is still trying to pull themselves out. The guy is a wizard.

CarcossaYellowKing

Hedge funds are shitting their pants because companies like Palantir signed a bunch of lucrative contracts with Europe and communication companies have made headway trying to convince the EU to move away from China for cell and internet service only to have 🥭 piss it all away for Greenland. By Greenland I mean purposely destroying NATO because he’s a child molesting Russian asset.

ZHISHER

My girlfriend of 6 years has an EU passport. May be time to go ring shopping.

Shadow_Gabriel

Yes, all these US capitalists are benefiting from not selling more weapons towards Ukraine, the devaluation of the dollar, unpredictable economic policies, mix-messaging on the IR-side, the entire buy-from-EU movement, etc.

taplar

Where exactly are you located? I ask this because unless things have changed, in certain EU countries there is a cap on how much an accumulating fund can save you on taxes. Once you hit the cap, even though the dividends are accumulated you are still responsible for paying taxes.

YakRepresentative833

How retarded do you have to be to think that the US needs the EU more than the EU needs the US? Genuinely how dumb do you have to be to think this?

BaconSarnie2025

I am bullish on silver for completely different reasons - there is a huge physical shortage of it. Each EV made uses 50 grams of silver. The UK sold 500,000 EVs last year, the EU 3,800,000 EVs. thats an additional 200 million grams of silver each and every year. Then there is China, India, Korea etc. Until they can mine more silver, the market is constricted, and new silver mines are very slow at coming online. The tightening of margins and leverage by the exchanges is a good thing, it keeps the market rational, but it won’t hold back the physical demand for a much needed commodity.