Already have an account? log in
This article is FREE for you
Create a free account and join institutional investors, analysts and strategists from the world's largest banks
By submitting your email address you agree to receive communication by email
Stocks, Credit Ignore A World Ablaze
It's a holiday week in the US and there isn't a lot on the compressed data docket. But don't worry:
OR, subscribe now for unlimited access
By submitting your email address you agree to receive communication by email
By submitting your email address you agree to receive communication by email
Greenland will be bullish for European stocks for the next few years. European capital isn’t safe in the US and Europe needs to decouple from US tech as soon as possible (so much personal data is with big tech and so many businesses can’t even operate without those same companies).
Expect billions being brought back from the US and going into developing digital infrastructure and arms on the European continent going forward, much more so than before.
When the US can’t blackmail Europe into handing over sovereign territory by tariffs, they might consider a cyber attack or ask Microsoft to turn the lights off. Who knows.
Time for Dan Aykroyd and Chevy Chase to do a Spies Like Us sequel. They can form the core of a new elite Geriatric Unit within the CIA.
Trump is giving his keynote address at Davos on Wednesday, no doubt that will have markets moving.
I think we could all write that keynote speech. Start with Biden, then the Peace Prize he should have won but had to strong arm out of a woman’s hands, castigate Europe for letting immigrants in, Biden again, mention the 8 wars he personally stopped, then a strong finish with a new threat to seize Greenland for their own good.
Where would the invested money go if markets panic. Gold? Oh right, we’ve already done that. For now it’s stay invested with the big dog and hope mother nature takes things into her own hands.
Thank you for your analysis and supporting data.
There’s about to be no hiding place left to go?
You were one of the first to flag the president’s interest in the Trump doctrine. Canada would cement things, eh? Now Mexico is another story. We want to control the countries to our south but no way we want to incorporate them into our country.
Will the European lumineries boycott his Wednesday tirade?
I suspect yes. (Their lackeys will make an appearance, but the names will be absent).