Dalal.Holdings

https://www.economist.com/europe/2025/02/10/germanys-business-model-is-gone-warns-friedrich-merz Some encouraging signs

https://www.newsweek.com/donald-trump-approval-rating-world-leaders-2027934 Western Europe leaders (except Switzerland) can be found at the bottom:

The NGO racket in the EU must be deep

https://www.ft.com/content/fba6b27a-3a72-4451-8c75-ea8533c62681#comments-anchor The two people who are among those who bear the most responsibility for where the EU is today now claim that their "compass" will lead the continent out of its funk... The most popular comment below the article:

https://www.pbs.org/newshour/world/high-tech-sea-drones-used-to-sink-another-russian-warship-in-the-black-sea-ukraine-claims Not just air, but sea too.

You are already seeing the future of warfare to some extent in Ukraine. Lots of drones, even with some autonomous piloting. I don't think the wars of the future look like the wars of the past. Elon might not be far off...

Not sure about this sector...defense seems to be ripe for disruption. Looking to invest in tomorrow's winners over yesterday's winners

This might be a sign capital is leaving crypto broadly and Bitcoin is just the last holdout...

This doesn't sound very good...

https://www.thetimes.com/world/europe/article/eu-plans-to-let-states-deport-failed-asylum-seekers-and-criminals-jblmp0tw2 The Trump Effect. At this rate, the EU might become very investable...

This morning provided a great opportunity to buy from hysterical people

Here's another one: if Canada cuts off oil to the USA, then Ontario and Quebec lose their own oil supply (see Line 9)!

The U.S. is not being isolationistic. It just wants everyone else to start chipping in for their own defense, to uphold classically liberal values (like free speech). It will use carrots and sticks to achieve that...

Western Canada Select Trades at $60 a barrel. We can afford to pay a 10% tariff on that. If Canada decides it no longer wants to export oil to the USA, it will be catastrophic for Canada (not the USA). Unlike the Gulf countries, Canada's options to export oil are far limited. Alberta is a long ways away from any ports and Canada's environmentalist nutjobs prevented major pipelines from being built ...

This is a big deal: Temu, etc will not be exempt from tariffs this time around