formthirteen Posted February 1 Posted February 1 (edited) 7 hours ago, CorpRaider said: I'm maintaining my allocation and would appreciate quality names in the UK, Netherlands, and maybe Switzerland. I checked my portfolio and found some European stocks, even some which are matching your description: STG.CO ASML LRE.L BRE2.ST DB1.DE RMV.L AQ.ST LIFCO-B.ST ENX.PA LGEN.L ADM.L LSEG.L BOL.PA ODET.PA REL.L I also checked some neutral data. It seems Europe is still investible. The DAX can be found here: I'm backing up my thesis with further data which I present to you here: I guess as always it depends on your perspective: Edited February 1 by formthirteen
backtothebeach Posted February 1 Posted February 1 6 hours ago, formthirteen said: I checked my portfolio and found some European stocks, even some which are matching your description: STG.CO ASML LRE.L BRE2.ST DB1.DE RMV.L AQ.ST LIFCO-B.ST ENX.PA LGEN.L ADM.L LSEG.L BOL.PA ODET.PA REL.L I also checked some neutral data. It seems Europe is still investible. The DAX can be found here: I'm backing up my thesis with further data which I present to you here: I guess as always it depends on your perspective: Indeed, the DAX has been surging, despite the shitshow going on in Germany. After years and years of underperformance, maybe the market is smelling a turnaround, even while Germany’s economy is still shrinking or stagnating.
Spekulatius Posted February 1 Posted February 1 3 hours ago, backtothebeach said: Indeed, the DAX has been surging, despite the shitshow going on in Germany. After years and years of underperformance, maybe the market is smelling a turnaround, even while Germany’s economy is still shrinking or stagnating. Germany mag 7 are the mag 2 stocks SAP and Siemens. Banks also have been doing well.
CorpRaider Posted February 1 Posted February 1 14 hours ago, formthirteen said: I checked my portfolio and found some European stocks, even some which are matching your description: STG.CO ASML LRE.L BRE2.ST DB1.DE RMV.L AQ.ST LIFCO-B.ST ENX.PA LGEN.L ADM.L LSEG.L BOL.PA ODET.PA REL.L I also checked some neutral data. It seems Europe is still investible. The DAX can be found here: I'm backing up my thesis with further data which I present to you here: I guess as always it depends on your perspective: Thank you!
james22 Posted February 2 Posted February 2 The Stone Age didn't end because they ran out of stones, but from regulation.
TwoCitiesCapital Posted February 2 Posted February 2 11 hours ago, backtothebeach said: Indeed, the DAX has been surging, despite the shitshow going on in Germany. After years and years of underperformance, maybe the market is smelling a turnaround, even while Germany’s economy is still shrinking or stagnating. Maybe the DAX is simply becoming more like America? The stocks go up regardless of what earnings are doing.
Spekulatius Posted February 2 Posted February 2 35 minutes ago, TwoCitiesCapital said: Maybe the DAX is simply becoming more like America? The stocks go up regardless of what earnings are doing. No, some companies are doing very well. SAP and Siemens have their headquarter in Germany, but they are international and do business around the world. Same as the Mag7.
Dalal.Holdings Posted February 3 Posted February 3 (edited) 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... Quote EU plans to let states deport failed asylum seekers and criminals Quote The European Union is drawing up a plan to overhaul the post-war convention on refugees that prevents countries from rejecting asylum seekers at their borders in what may be one of the biggest shifts in migration policy in decades. There is a growing consensus across Europe that the 1951 Refugee Convention, drafted after the Second World War and added to by rulings in the European and EU courts, is no longer fit for purpose. Edited February 3 by Dalal.Holdings
cubsfan Posted February 3 Posted February 3 1 hour ago, Dalal.Holdings said: The Trump Effect. Who?? never heard of him.. How fast things are changing.
james22 Posted February 8 Posted February 8 Nuclear power plant ‘blocked after concerns for Welsh language’ https://www.thetimes.com/uk/politics/article/nuclear-power-plant-blocked-because-of-impact-on-welsh-language-3lfh3djnm
Dalal.Holdings Posted February 9 Posted February 9 (edited) 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: Quote Unpopular opinion: thank you Donald Trump for giving a well-needed kick up Europe's butt. Edited February 9 by Dalal.Holdings
Dalal.Holdings Posted February 9 Posted February 9 https://www.newsweek.com/donald-trump-approval-rating-world-leaders-2027934 Western Europe leaders (except Switzerland) can be found at the bottom:
dwy000 Posted February 10 Posted February 10 18 minutes ago, james22 said: To be fair, 1946 was a pretty important year for children in France.
nsx5200 Posted February 11 Posted February 11 10 hours ago, Dalal.Holdings said: I haven't seen young people embrace the politician on the right while the old people reject him. It's been the exact opposite for many decades. There is something different afoot across the globe. If you don't recognize it, you'll miss something big It means that in the mature economies, and class mobility is slowing down to the point where even the middle class is starting to become out of reach. Many of the younger generations do not see a trend that will change that system, so they would rather vote for somebody who's advocating for tearing it all down, and embracing many of the systems that's outside the traditional systems (i.e. crypto). https://www.npr.org/transcripts/1099882160 "Homer's son Bart embraces the American dream - that ideal that we can follow in our parents' footsteps and do just a little better or even a lot better than the last generation did" "And then it takes this crazy turn where Bart is informed via a musical number that that may not be possible anymore." "In fact, when we crunched the numbers on "The Simpsons" household last year, we worked out that Homer would earn about the equivalent of $50,000 a year in today[2022]'s dollars. HIRSCH: Tough to send a kid to college on that kind of money, let alone get them an advanced degree..." "CARTWRIGHT: (As Bart Simpson, singing) I'll buy and sell bitcoin, build a new app, do pranks on YouTube. I'm great at that crap. Film TikTok tricks on my sick motorbike. ROBERT REICH: (As self) Your chances are slim." "REICH: (As self) The decline of unions, rampant corporate greed, Wall Street malfeasance and the rise of short-sighted politics all contributed to increased economic inequality, widespread real unemployment" With AI on the rise, along with the continuing trend towards automation that further amplify winner-take-all, no wonder all the tech companies are investing hundreds of billions of dollars(collectively) to be those few winners.
Dalal.Holdings Posted February 11 Posted February 11 https://www.economist.com/europe/2025/02/10/germanys-business-model-is-gone-warns-friedrich-merz Quote Mr Merz is quick to insist that Germany has no choice but to change. “The business model of this country is gone,” he states bluntly. His response begins with a war on red tape. “We have to do serious work on this burden of bureaucracy,” he says, blaming Brussels as well as Berlin. Asked for examples, Mr Merz rattles off a list of directives and regulations, including the detailed due-diligence reporting standards that German business leaders loath. Quote We have to concentrate our public spending on, for example, the labour market”, he says, so that it is “not paying people who are not willing to work.” On energy, another bugbear for German industry, he says that “we have to build at least 50 gas power plants”. There will be no return to Russian gas “for the time being” but Mr Merz is “absolutely” open to entering long-term contracts for (pricey) American liquefied natural gas. New nuclear reactors are also to be considered. Quote But the gap between aspiration and reality, including Germany’s vast public-investment needs, makes it clear that Germany’s constitutional debt brake, which limits the federal government’s structural deficit to 0.35% of gdp, will have to be relaxed. “I’m open to discuss that,” says Mr Merz. “But it is not our first approach.” Some encouraging signs
Spekulatius Posted February 11 Posted February 11 8 minutes ago, Dalal.Holdings said: https://www.economist.com/europe/2025/02/10/germanys-business-model-is-gone-warns-friedrich-merz Some encouraging signs Much depends on the mandate he gets from the voters.
John Hjorth Posted Saturday at 12:12 PM Posted Saturday at 12:12 PM 8 hours ago, Spekulatius said: Uninvestible they say: The Economist January 25 2025 edition has Euro area 2024 GDP growth at 0.8 per cent, not 0.1 per cent.
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