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I've been buying European stocks for the first time since the Berlin Wall came down, focusing on defense contractors like Saab and BAE Systems. Almost perversely, the fact the Germans plan on easing their famous financial restraint and expand military spending has been an elixir for the equity markets.
1 posted on 03/06/2025 7:43:16 AM PST by Miami Rebel
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To: Miami Rebel

They can spend all they want on the military.

Where are they going to get the soldiers?


2 posted on 03/06/2025 7:44:43 AM PST by dfwgator (Endut! Hoch Hech!)
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To: Miami Rebel

If Deep States have been laundering US taxpayer money through Ukraine to prop up Europe’s welfare states, buckle up...

Now that the gravy train has ended, Europe will be in for a world of hurt.


3 posted on 03/06/2025 7:46:32 AM PST by mewzilla (Swing away, Mr. President, swing away!)
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To: Miami Rebel

And strangely, the Euro is jumping vs. the dollar

One would think the opposite would happen.


5 posted on 03/06/2025 7:47:36 AM PST by PGR88
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To: Miami Rebel

As long as companies can afford to buy back the bonds, I think bonds are almost always a solid bet to buy. If this were 1929 or a repeat, it might be different.


10 posted on 03/06/2025 7:52:23 AM PST by Jonty30 (I have invented blackened salmon salad by baking it in the oven for too long. )
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To: Miami Rebel

Honestly, I don’t understand why gold hasn’t shot up following the remarks by European leaders. Macron, Starmer, von der leyen and others are making public statements preparing the European public for war with Russia. It’s insane. These people WANT war. And unfortunately, the nuclear genie is going to get released from the bottle this time.


11 posted on 03/06/2025 7:53:11 AM PST by Obadiah
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To: Miami Rebel

Many euro stocks are up 200-700% in the past week


21 posted on 03/06/2025 8:41:35 AM PST by montag813
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To: Miami Rebel
Focus also remained on the global trade war after 25% U.S. tariffs on imports from Mexico and Canada

Total trade between USA, Mexico and Canada per year is $1.5T. 25% of that is $400B. Just how is $400B/yr supposed to create havoc in world financial markets?

The USA spends $400B on gay pride parades...

35 posted on 03/06/2025 9:58:50 AM PST by central_va (I won't be reconstructed and I do not give a damn...)
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