Posted on 03/03/2025 6:23:21 AM PST by marcusmaximus
JPMorgan lifts price targets of European defense companies by an average of 25%.
The shocking scenes of President Donald Trump and Vice President J.D. Vance dressing down Ukrainian President Volodymyr Zelensky — and the ensuing reaction from European capitals — sent Europe’s defense stocks on Monday to their best day in years.
-snip-
The biggest news came from Germany, where Bild and other publications report the country’s centrist parties are working on creating two large fiscal funds, outside the constitutional debt brake, with at least €200 billion ($208 billion) for a special defense fund. The reports also cite studies that Germany may need €400 billion of defense spending as well as €500 billion in public investment.
There had already been talks of the centrist parties using their brief time before a new parliament for extra spending, but the Oval Office blow-up appeared to accelerate it.
Meanwhile, at a special London summit on Sunday, featuring U.K. Prime Minister Keir Starmer and French President Emmanuel Macron, European countries made a commitment to increase defense spending.
(Excerpt) Read more at marketwatch.com ...
Good. Europe can deal with this problem.
We should never have gotten involved.
L
Oh no! There goes Z’s US supporters main reason to have killed over a million innocent Slavs, Our Blood Money!
Holy pump and dump, Batman!
Mr. President, a request.
Some shock and awe tomorrow night aimed at our...SNORT...allies.
If our tax money’s been going to keep Europe’s welfare states afloat, how about dropping a few receipts.
And letting them know we want our money back.
I wonder if the Euros will insist on Renewable Energy to power all this military hardware they will acquire.
Battery powered Tanks and APCs are the future, if climate change is existential, then renewable energy vehicles are required.
1914
WOW talk, talk, talk. I hope they do provide their own defense. They are going to need it after the muzzards they invited in, and adore so much, get really uppity.
The fact that Europe is the biggest buyer of US arms allows the US military to benefit from the manufacturing scale these sales generate. The fear circling in European capitals is that because they buy from the US the US has say over their defense policy. If they want to support Ukraine and the US says no, then they can’t send any hardware which contains US tech. That’s probably most of it. If we lose those sales, then the cost of the US military will go up a lot and we won’t get any benefit from all that extra money we’ll have to spend. Knowing Congress, they’ll simply trim the budget. The navy, especially, is in critically bad shape from all the continuing budgets of the last twenty years. You can’t plan on new ships or upgrades to infrastructure if you only get whatever you got last year.
Oh, the European leaders might spend some more money on weapons.
They’ll spend ten billion bucks and buy some yachts and mansions and give Ukraine some shovels.
Can someone please explain to me why anyone would be delusional enough to think that Russia would actually want to saddle itself with any of Western Europe’s welfare states?!
Call Putin’s and Western Europe’s bluff.
Tell Pootie Poot that he can have Western Europe with our blessing.
The only warning: NO BACKSIES.
Somebody’s getting rich off all this.
But we are all being manipulated Europe’s aircraft carriers (Italy and France) in Pacific waters in the last year.
The UK’s carrier “Prince of Wales” headed there.
German and Canadian warships transit the Taiwan Strait as well as American ones.
It’s about China when I was younger inside the beltway thinking was China would be the problem by this time.
Donald Trump has positioned his words-actions on China to meet the long-term thinking and planning inside the beltway.
Europe can wear the “Ukraine Mask” to justify diverting spending away from foreign aid and social programs but its about confronting China in the end.
Trump attitude...I could really give a shit about whose flag is over your country at this point. You both suck.
Oh, lookie! Trump is going to strengthen their economies as well as ours.
Issuers / Arms industry (US markets), Brave search results, “From sources across the web”
AeroVironment
Axon Enterprise
BAE Systems
Boeing
Byrna Technologies
Embraer
General Dynamics Corp
General Electric
HEICO
Honeywell International, Inc.
Howmet Aerospace
Huntington Ingalls Industries
Intuitive Machines
Lockheed Martin
Momentus Inc
Northrop Grumman Corporation
Raytheon
Redwire
Rheinmetall
Rocket Lab USA Inc
RTX Corporation
Thales Group
TransDigm Group
United Technologies Corporation
Vertical Aerospace
Virgin Galactic
[Palantir, which I regard as a house of cards, run by a Max Headroom lookalike, also gets a chunk of its business from the DoD, but the bubble on that one has recently declined 33%.]
War is a racket.
US ain’t rescuing Europe from its own idiocy this time. EU is on its own. Blow yourselves up. Have fun.
Hot investment tip!
The Ukes will start mobilizing 18-24 year old kids this spring for the meat grinder. Here’s the investment, Uke flags! You’ll make a bundle by mid summer before the demand dries up.
https://x.com/mylordbebo/status/1849656924247044539?
https://en.wikipedia.org/wiki/CAMM_(missile_family)
This is the Patriot replacement. The biggest question is how fast they can ramp up production.
“Oh, lookie! Trump is going to strengthen their economies as well as ours.”
You may not be wrong there. The enviro madness may be a dead letter now. Better to make missiles than crazy overpriced windmills.
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