Tilman
@tilmane.bsky.social
Private views only here, economist, prof politics & negotiation expert previously. Today green supply chain and sustainable food system enthusiast and practitioner as COO in eCommerce.
Fully agree. No need to tackle US on their military bases. Trump TACOs out on share prices , the S&P is what he looks at mostly.
Ban #Palantir and #X
Tax #Google, #Meta #Apple revenues hard via ACI
Introduce tariffs on US exports
Start selling US Bonds
open.substack.com/pub/tilmanei...
Ban #Palantir and #X
Tax #Google, #Meta #Apple revenues hard via ACI
Introduce tariffs on US exports
Start selling US Bonds
open.substack.com/pub/tilmanei...
open.substack.com
January 22, 2026 at 5:37 PM
Fully agree. No need to tackle US on their military bases. Trump TACOs out on share prices , the S&P is what he looks at mostly.
Ban #Palantir and #X
Tax #Google, #Meta #Apple revenues hard via ACI
Introduce tariffs on US exports
Start selling US Bonds
open.substack.com/pub/tilmanei...
Ban #Palantir and #X
Tax #Google, #Meta #Apple revenues hard via ACI
Introduce tariffs on US exports
Start selling US Bonds
open.substack.com/pub/tilmanei...
Europe – How to survive a two-front conflict over Greenland and Ukraine?
Version 1, January 17th
open.substack.com
January 22, 2026 at 3:34 PM
Well that is exactly the question:
Give US hostility against EU, what is a realistic vs a hawkish prediction?
if China invades Taiwan, US would not confront China, but rather take Greenland and Panama as a ‘defensive need’
What do we do than?
It’s G2 time, imo
open.substack.com/pub/tilmanei...
Give US hostility against EU, what is a realistic vs a hawkish prediction?
if China invades Taiwan, US would not confront China, but rather take Greenland and Panama as a ‘defensive need’
What do we do than?
It’s G2 time, imo
open.substack.com/pub/tilmanei...
European Independence – The Political Imperative of 2026
Version 2 – January 5, 2026
open.substack.com
January 22, 2026 at 2:48 PM
Well that is exactly the question:
Give US hostility against EU, what is a realistic vs a hawkish prediction?
if China invades Taiwan, US would not confront China, but rather take Greenland and Panama as a ‘defensive need’
What do we do than?
It’s G2 time, imo
open.substack.com/pub/tilmanei...
Give US hostility against EU, what is a realistic vs a hawkish prediction?
if China invades Taiwan, US would not confront China, but rather take Greenland and Panama as a ‘defensive need’
What do we do than?
It’s G2 time, imo
open.substack.com/pub/tilmanei...
Still Europe should double up
January 22, 2026 at 1:25 PM
Still Europe should double up
Yes, but we are too slow, and do to little. We should
1. ship a 1000 Shahed style drones to #Ukraine a day
2. set up #skyshield to protect Western Ukraine with EU jets and missiles
3. stop Russian tankers in Baltic’s sea and Mediterranean
open.substack.com/pub/tilmanei...
1. ship a 1000 Shahed style drones to #Ukraine a day
2. set up #skyshield to protect Western Ukraine with EU jets and missiles
3. stop Russian tankers in Baltic’s sea and Mediterranean
open.substack.com/pub/tilmanei...
Europe – How to survive a two-front conflict over Greenland and Ukraine?
Version 1, January 17th
open.substack.com
January 22, 2026 at 1:24 PM
Yes, but we are too slow, and do to little. We should
1. ship a 1000 Shahed style drones to #Ukraine a day
2. set up #skyshield to protect Western Ukraine with EU jets and missiles
3. stop Russian tankers in Baltic’s sea and Mediterranean
open.substack.com/pub/tilmanei...
1. ship a 1000 Shahed style drones to #Ukraine a day
2. set up #skyshield to protect Western Ukraine with EU jets and missiles
3. stop Russian tankers in Baltic’s sea and Mediterranean
open.substack.com/pub/tilmanei...
🇸🇪Sweden’s pension fund Alecta has divested most of its 🇺🇸U.S. Treasury holdings, citing increased risk and unpredictability in U.S. politics, business daily Dagens Industri (DI) reported on Wednesday, citing the company.
The sell-off totaled roughly 70–80 billion SEK ($7.7–8.8B).
The sell-off totaled roughly 70–80 billion SEK ($7.7–8.8B).
Swedish pension fund Alecta cuts US Treasury holdings, citing policy uncertainty
Swedish pension fund Alecta has sold most of its holdings in U.S. Treasuries over the last year because of the increased risk and unpredictability of U.S. politics, the fund's chief investment officer...
www.reuters.com
January 22, 2026 at 1:12 PM
deswegen macht man ja solche Abkommen, damit sie Regierungen und Positionen überdauern.
Rule based world order, bedeutet, wir vereinbaren langfristige Regeln, um zu verhindern, dass jemand heute dies und morgen dass macht
Rule based world order, bedeutet, wir vereinbaren langfristige Regeln, um zu verhindern, dass jemand heute dies und morgen dass macht
January 22, 2026 at 8:17 AM
deswegen macht man ja solche Abkommen, damit sie Regierungen und Positionen überdauern.
Rule based world order, bedeutet, wir vereinbaren langfristige Regeln, um zu verhindern, dass jemand heute dies und morgen dass macht
Rule based world order, bedeutet, wir vereinbaren langfristige Regeln, um zu verhindern, dass jemand heute dies und morgen dass macht
Strongly disagree. Neither Canada nor Europe can afford to confront China, without backup from US. That is the simple story and truth. In particular Europe needs chinese solar &batteries
"It doesn't make sense to try being a China hawk, if the US eagle isn't flying with you my dear friend"
"It doesn't make sense to try being a China hawk, if the US eagle isn't flying with you my dear friend"
January 22, 2026 at 8:16 AM
Strongly disagree. Neither Canada nor Europe can afford to confront China, without backup from US. That is the simple story and truth. In particular Europe needs chinese solar &batteries
"It doesn't make sense to try being a China hawk, if the US eagle isn't flying with you my dear friend"
"It doesn't make sense to try being a China hawk, if the US eagle isn't flying with you my dear friend"
Because, that is off the table!!!
Both Canada and Europe will have to balance between China and US going forward.
Trump wants #G2, he is not going after China. So there is no logic for Europe to go after China, please wake up.
tilmaneichstdt.substack.com/p/european-i...
Both Canada and Europe will have to balance between China and US going forward.
Trump wants #G2, he is not going after China. So there is no logic for Europe to go after China, please wake up.
tilmaneichstdt.substack.com/p/european-i...
European Independence – The Political Imperative of 2026
Version 2 – January 5, 2026
tilmaneichstdt.substack.com
January 22, 2026 at 8:14 AM
Because, that is off the table!!!
Both Canada and Europe will have to balance between China and US going forward.
Trump wants #G2, he is not going after China. So there is no logic for Europe to go after China, please wake up.
tilmaneichstdt.substack.com/p/european-i...
Both Canada and Europe will have to balance between China and US going forward.
Trump wants #G2, he is not going after China. So there is no logic for Europe to go after China, please wake up.
tilmaneichstdt.substack.com/p/european-i...
well as predicted in article below from Saturday, Trump TACOs, when Europe takes serious ACI proposals.
Yes we have to focus on #Ukraine, but stay prepared for #Greenland.
When #China tries to take #Taiwan, #Trump will again reach out for #Greenland - for sure.
bsky.app/profile/tilm...
Yes we have to focus on #Ukraine, but stay prepared for #Greenland.
When #China tries to take #Taiwan, #Trump will again reach out for #Greenland - for sure.
bsky.app/profile/tilm...
#Trump and #Putin will only be stopped be decisiveness of Europe
We need to hit hard on US BigTech and Agriculture via the ACI , and boycott #FIFA2026
We need to help Ukraine hitting back on Russia with #Skyshield support and further reducing Russian Oil
open.substack.com/pub/tilmanei...
We need to hit hard on US BigTech and Agriculture via the ACI , and boycott #FIFA2026
We need to help Ukraine hitting back on Russia with #Skyshield support and further reducing Russian Oil
open.substack.com/pub/tilmanei...
Europe – How to survive a two-front conflict over Greenland and Ukraine?
Version 1, January 17th
open.substack.com
January 22, 2026 at 8:12 AM
well as predicted in article below from Saturday, Trump TACOs, when Europe takes serious ACI proposals.
Yes we have to focus on #Ukraine, but stay prepared for #Greenland.
When #China tries to take #Taiwan, #Trump will again reach out for #Greenland - for sure.
bsky.app/profile/tilm...
Yes we have to focus on #Ukraine, but stay prepared for #Greenland.
When #China tries to take #Taiwan, #Trump will again reach out for #Greenland - for sure.
bsky.app/profile/tilm...
Er schreckt zurück, weil Jamie Dimons und der Aktienmarkt ihn vor seinem Abenteuer warnen.
Das ist das einzige worauf er hört, wie schon im April. Europa muss die TACO Hebel klar im Griff haben
Imo first step must be banning #Palantir, #Grok and #X
open.substack.com/pub/tilmanei...
Das ist das einzige worauf er hört, wie schon im April. Europa muss die TACO Hebel klar im Griff haben
Imo first step must be banning #Palantir, #Grok and #X
open.substack.com/pub/tilmanei...
Europe – How to survive a two-front conflict over Greenland and Ukraine?
Version 1, January 17th
open.substack.com
January 22, 2026 at 6:50 AM
Er schreckt zurück, weil Jamie Dimons und der Aktienmarkt ihn vor seinem Abenteuer warnen.
Das ist das einzige worauf er hört, wie schon im April. Europa muss die TACO Hebel klar im Griff haben
Imo first step must be banning #Palantir, #Grok and #X
open.substack.com/pub/tilmanei...
Das ist das einzige worauf er hört, wie schon im April. Europa muss die TACO Hebel klar im Griff haben
Imo first step must be banning #Palantir, #Grok and #X
open.substack.com/pub/tilmanei...
Maybe stock market?
Anyways. This isn’t over, when China grabs Taiwan, Trump will grab for Greenland . Europe needs to continue preparing.
Imo first step must be banning #Palantir, #Grok and #X
+
Continue defunding US Bonds
But the rest must be spelled out to
open.substack.com/pub/tilmanei...
Anyways. This isn’t over, when China grabs Taiwan, Trump will grab for Greenland . Europe needs to continue preparing.
Imo first step must be banning #Palantir, #Grok and #X
+
Continue defunding US Bonds
But the rest must be spelled out to
open.substack.com/pub/tilmanei...
Europe – How to survive a two-front conflict over Greenland and Ukraine?
Version 1, January 17th
open.substack.com
January 22, 2026 at 6:46 AM
Maybe stock market?
Anyways. This isn’t over, when China grabs Taiwan, Trump will grab for Greenland . Europe needs to continue preparing.
Imo first step must be banning #Palantir, #Grok and #X
+
Continue defunding US Bonds
But the rest must be spelled out to
open.substack.com/pub/tilmanei...
Anyways. This isn’t over, when China grabs Taiwan, Trump will grab for Greenland . Europe needs to continue preparing.
Imo first step must be banning #Palantir, #Grok and #X
+
Continue defunding US Bonds
But the rest must be spelled out to
open.substack.com/pub/tilmanei...
Fully agree! This isn’t over, when China grabs Taiwan, Trump will grab for Greenland . Europe needs to continue preparing.
Imo first step must be banning #Palantir, #Grok and #X
+
Continue defunding US Bonds
But the rest must be spelled out to
open.substack.com/pub/tilmanei...
Imo first step must be banning #Palantir, #Grok and #X
+
Continue defunding US Bonds
But the rest must be spelled out to
open.substack.com/pub/tilmanei...
Europe – How to survive a two-front conflict over Greenland and Ukraine?
Version 1, January 17th
open.substack.com
January 22, 2026 at 6:45 AM
Fully agree! This isn’t over, when China grabs Taiwan, Trump will grab for Greenland . Europe needs to continue preparing.
Imo first step must be banning #Palantir, #Grok and #X
+
Continue defunding US Bonds
But the rest must be spelled out to
open.substack.com/pub/tilmanei...
Imo first step must be banning #Palantir, #Grok and #X
+
Continue defunding US Bonds
But the rest must be spelled out to
open.substack.com/pub/tilmanei...
Reposted by Tilman
With all the international political instability, countries have to invest in resilience, that will cost efficiency and drive up prices long run.
See Carney Davos speech.
Short term oil and gas glut could create some relief
See Carney Davos speech.
Short term oil and gas glut could create some relief
January 22, 2026 at 6:42 AM
With all the international political instability, countries have to invest in resilience, that will cost efficiency and drive up prices long run.
See Carney Davos speech.
Short term oil and gas glut could create some relief
See Carney Davos speech.
Short term oil and gas glut could create some relief
Yes, nice, EU should continue to be prepared. When China grabs form Taiwan, Trump will try again Greenland. This isn’t over
open.substack.com/pub/tilmanei...
open.substack.com/pub/tilmanei...
Europe – How to survive a two-front conflict over Greenland and Ukraine?
Version 1, January 17th
open.substack.com
January 22, 2026 at 6:39 AM
Yes, nice, EU should continue to be prepared. When China grabs form Taiwan, Trump will try again Greenland. This isn’t over
open.substack.com/pub/tilmanei...
open.substack.com/pub/tilmanei...
Glückwunsch, es wäre schön, wenn sich die Partner auf die Kraft und langfristige Richtigkeit besinnen können, die seinerzeit Kohl und Mitterand hatten, mit EURO und Osterweiterung
open.substack.com/pub/tilmanei...
open.substack.com/pub/tilmanei...
Europe – How to survive a two-front conflict over Greenland and Ukraine?
Version 1, January 17th
open.substack.com
January 22, 2026 at 6:38 AM
Glückwunsch, es wäre schön, wenn sich die Partner auf die Kraft und langfristige Richtigkeit besinnen können, die seinerzeit Kohl und Mitterand hatten, mit EURO und Osterweiterung
open.substack.com/pub/tilmanei...
open.substack.com/pub/tilmanei...
Gute Rede von Carney zur Weltlage, und wie wir damit umgehen.
danke @faz.net
www.faz.net/aktuell/wirt...
danke @faz.net
www.faz.net/aktuell/wirt...
WEF 2026 in Davos: Rede von Kanadas Premierminister Mark Carney im Wortlaut
Noch läuft das Weltwirtschaftsforum 2026, doch der Auftritt von Kanadas Premierminister Mark Carney sticht schon jetzt heraus. Mit klaren Worten ordnete Carney die aktuellen Veränderungen der Welt ei...
www.faz.net
January 22, 2026 at 6:35 AM
In Zeiten in denen die #US #Grönland annektieren wollen, darf überhaupt keine Sicherheitsrelevante Software mehr von den USA gekauft werden
#EU Boykott #Palantir sofort
open.substack.com/pub/tilmanei...
#EU Boykott #Palantir sofort
open.substack.com/pub/tilmanei...
Europe – How to survive a two-front conflict over Greenland and Ukraine?
Version 1, January 17th
open.substack.com
January 22, 2026 at 6:34 AM
In Zeiten in denen die #US #Grönland annektieren wollen, darf überhaupt keine Sicherheitsrelevante Software mehr von den USA gekauft werden
#EU Boykott #Palantir sofort
open.substack.com/pub/tilmanei...
#EU Boykott #Palantir sofort
open.substack.com/pub/tilmanei...