- bullish NATO/bearish US defense stocks
- open for chat on military tech, geopolitics, and global security
But thanks to Trump’s toddler-tier tariffs? Canceled. Blocked by MAGA economic illiteracy.
So where are the $ going now?
Straight into Euro stocks.
Deliberately avoiding anything Made in America.
But thanks to Trump’s toddler-tier tariffs? Canceled. Blocked by MAGA economic illiteracy.
So where are the $ going now?
Straight into Euro stocks.
Deliberately avoiding anything Made in America.
Reminder: this is before the inflationary impact of tariffs even reaches consumers.
Reminder: this is before the inflationary impact of tariffs even reaches consumers.
ukdefencejournal.org.uk/?p=58455
ukdefencejournal.org.uk/?p=58455
Indonesia eyes joining Turkish 5th-generation fighter jet program KAAN
https://breakingdefense.com/2025/04/indonesia-eyes-joining-turkish-5th-generation-fighter-jet-program-kaan/
Indonesia eyes joining Turkish 5th-generation fighter jet program KAAN
https://breakingdefense.com/2025/04/indonesia-eyes-joining-turkish-5th-generation-fighter-jet-program-kaan/
This chart should terrify anyone who still believes in the myth of American exceptionalism as an eternal constant.
This chart should terrify anyone who still believes in the myth of American exceptionalism as an eternal constant.
As U.S. Treasuries lose their safe-haven status, global markets are turning to Germany—exposing how Trump’s chaos fractured the trust America took centuries to build.
As U.S. Treasuries lose their safe-haven status, global markets are turning to Germany—exposing how Trump’s chaos fractured the trust America took centuries to build.
The thing about veering wildly between policy positions, favouring and then discarding a new maverick advisor each week, and using contradictory justifications at every turn, is that even if one particular pivot is in the direction of sanity, chaos is the constant.
The thing about veering wildly between policy positions, favouring and then discarding a new maverick advisor each week, and using contradictory justifications at every turn, is that even if one particular pivot is in the direction of sanity, chaos is the constant.
“.. We Now Forecast 2025 Q4/Q4 GDP Growth of -1%, Well Below Consensus ..
“.. We Expect the Unemployment Rate to Rise 1.5pp to 5.7%”
“.. We Now Forecast 2025 Q4/Q4 GDP Growth of -1%, Well Below Consensus ..
“.. We Expect the Unemployment Rate to Rise 1.5pp to 5.7%”
If you had a $500K portfolio last month it would be worth $54K when the market bottoms on July 21st, 2027
If you had a $500K portfolio last month it would be worth $54K when the market bottoms on July 21st, 2027
fred.stlouisfed.org/graph/?g=1HWnn
fred.stlouisfed.org/graph/?g=1HWnn