Is Europe becoming uninvestable?

[changegonnacome]

2 minutes ago, Dalal.Holdings said:

s it a level playing field if the Chinese State is highly involved in subsidizing these EV makers from the steel to the batteries to the rare earths ? 

 

Sounds like naive free-trader logic

 

If you level the MSRP up to a non-subsidized level.......and let products compete on quality, reliability, features, technology alone I dont have a problem with it......the Chinese will scare the Europeans into doing something good and vice versa......now would I let Chinese manufactures grow to be 30% of every car sold in Europe....no I wouldn't........at the moment its like 2.5%.....you shouldnt remove creative destruction from an industry.....if you do everything ends up like the DMV.

[Dalal.Holdings]

2 minutes ago, changegonnacome said:

 

If you level the MSRP up to a non-subsidized level.......and let products compete on quality, reliability, features, technology alone I dont have a problem with it......the Chinese will scare the Europeans into doing something good and vice versa......now would I let Chinese manufactures grow to be 30% of every car sold in Europe....no I wouldn't........at the moment its like 2.5%.....you shouldnt remove creative destruction from an industry.....if you do everything ends up like the DMV.

 

BYD will get to keep those fat margins from increased MSRP and reinvest in their own business (heavily subsidized & promoted by the State) and crush Euro competitors. 

 

I don't expect Brussels bureaucrats who learned "all Free Trade is good" in their schools and time at Davos to realize that.

 

Hey, why stop there? Maybe Germany can also hire Chinese companies to build their defense apparatus too. 

 

Edited April 10, 2025 by Dalal.Holdings

[james22]

1 hour ago, Dalal.Holdings said:

Staggering levels of stupidity. I’ll take the Trump admin over this nonsense any day.

 

 

60 y/o me: looking at maps.

[Sweet]

 

It should be so easy for America.  Stop doing silly stuff and you will continue to do well.  This is Europe ^

[james22]

 

[cubsfan]

1 hour ago, james22 said:

 

 

Wow. Twisted logic.  Our climate change idiots must be moving to Spain.

 

On second thought, Spain needn't worry, the US Navy will keep the Mediterranean/Red Sea open.

Edited April 11, 2025 by cubsfan

[Dalal.Holdings]

France saying they need to resolve fishing rights before letting the UK share in Euro defense fund.

 

Spain saying "count our climate spend as defense spend".

 

And people wonder why no one has taken the Europeans seriously. Just constant bickering and dithering.

[Dalal.Holdings]

https://www.nytimes.com/2025/04/14/world/europe/europe-china-dumping-tariffs.html

 

Quote

With many of those goods now facing an extraordinary wall of tariffs thanks to President Trump, fear is rising that more products will be dumped in Europe, weakening local industries in France, Germany, Italy and the rest of the European Union.

 

Amazing that EU is talking about removing tariffs on Chinese EVs in this environment...

 

Quote

China’s push has at times been more overt. The Mission of China to the European Union has run a series of sponsored articles on the website Euractiv, a prominent source in Brussels policy circles. The articles focus on how China and Europe might draw closer together. “With a hurricane blowing through Washington, China is looking more like a strategic partner for Europe,” one declared.

 

Serving up pro-China ads to Brussels suits. They know what they are doing...

 

Edited April 14, 2025 by Dalal.Holdings

[Dalal.Holdings]

https://www.ft.com/content/5e76d152-35f5-4b60-ba42-c0f638f39319

 

America isn't the only country worried about critical infrastructure getting into China's hands...

 

Quote

Chinese companies are no longer welcome in the UK’s steel sector, he said, after the government intervened to take control of British Steel to prevent Jingye winding down the operations of the UK’s last two blast furnaces at the company’s plant in Scunthorpe. MPs on Saturday approved emergency legislation to enable ministers to take control, and Sir Keir Starmer’s spokesperson said on Monday the government was confident it would secure enough raw materials to keep the furnaces running.

 

[frommi]

I think we can close this thread now, the past 4 months clearly show that europe is investable. Maybe we should start a threat with the title "Is the USA becoming uninvestable?" .

[Dalal.Holdings]

European stocks have done relatively well. On top of that, the Euro is up around 9% YTD vs USD (of course, USD was near record highs vs Euro).

 

Funny enough, just last year, this was a headline from the WSJ:

 

https://www.wsj.com/finance/stocks/invest-in-america-live-in-europea-mantra-some-just-cant-shake-00f164f5

 

Quote

Invest in America, Live in Europe—a Mantra Some Just Can’t Shake

 

Investors all around the world were buying up U.S. stocks, especially Mag 7. If you did the opposite: live, in America, invest in Europe (with the benefit of strong USD), you've done well so far. 

 

Of course, my fear is that Europeans (led by an army of useless bureaucrats and politicians) will somehow screw it up. I hope not, but we'll see

[John Hjorth]

5 minutes ago, Dalal.Holdings said:

... Of course, my fear is that Europeans (led by an army of useless bureaucrats and politicians) will somehow screw it up. I hope not, but we'll see

 

Like so many other investors, you are just showing off your personal biases in that particular regard.

[Dalal.Holdings]

Just now, John Hjorth said:

 

Like so many other investors, you are just showing off your personal biases in that particular regard.

 

When I invest in things with hair on them, I try to invest with my eyes wide open. You can see my skeptical posts in Citigroup (even while I owned it) as evidence.

 

"The first principle is that you must not fool yourself and you are the easiest person to fool."

 

Both Citigroup and European regulators have strong track-records that speak for themselves. Trust them at your own peril.

 

 

[Blake Hampton]

I would say Europe is an interconnected web of bad debts. Even with Trump acting mad, I don't know if they're generally a better bet than the U.S. or not.

[John Hjorth]

16 minutes ago, Blake Hampton said:

I would say Europe is an interconnected web of bad debts. Even with Trump acting mad, I don't know if they're generally a better bet than the U.S. or not.

 

Like several other American CofB&F members posting in this topic, you post here about things of which you really haven't any a priori demonstrated clue, whatsoever.

 

It's actually quite embarrassing.

 

Go home, and study European businesses, and then get back to us here.

[Dalal.Holdings]

2 hours ago, John Hjorth said:

 

Like several other American CofB&F members posting in this topic, you post here about things of which you really haven't any a priori demonstrated clue, whatsoever.

 

It's actually quite embarrassing.

 

Go home, and study European businesses, and then get back to us here.

 

This is quite peculiar, John. The number of foreigners who talk about America in negative light far exceeds Americans talking about Europeans in negative light.

 

I think you're being too reactive. Learn to be like us Americans and take the criticism in stride  . We get constant criticism from the world no matter what we do

 

Plus, some of us Americans are invested in Europe and hope for the best for the continent

[John Hjorth]

30 minutes ago, Dalal.Holdings said:

This is quite peculiar, John. The number of foreigners who talk about America in negative light far exceeds Americans talking about Europeans in negative light.

 

I think you're being too reactive. Learn to be like us Americans and take the criticism in stride  . We get constant criticism from the world no matter what we do

 

Plus, some of us Americans are invested in Europe and hope for the best for the continent

 

Peter [ @Dalal.Holdings ],

 

I have admit here, that it in this topic it appears peculiar.

 

And it's not in any way good. European bureaucracy at its 'finest'.

 

Against that power, you have - by now, pretty mute, 'corporate Europe',

[RichardGibbons]

5 hours ago, Dalal.Holdings said:

 

This is quite peculiar, John. The number of foreigners who talk about America in negative light far exceeds Americans talking about Europeans in negative light.

 

This is quite peculiar. For any country, the number of foreigners talking about that country in a negative light far exceeds the number of citizens of that country talking negatively about any other given country.

[Gamecock-YT]

1 hour ago, RichardGibbons said:

 

This is quite peculiar. For any country, the number of foreigners talking about that country in a negative light far exceeds the number of citizens of that country talking negatively about any other given country.

should qualify that with who has traveled to said countries enough to form an opinion.

 

like anything, perspective is needed.

[Dalal.Holdings]

It’s rather obvious that America (and its politicians and entities) is a much bigger punching bag on here and generally than Europe or other comparably sized places…

[Paarslaars]

Well, typically the one with the biggest mouth gets punched.  

[Dalal.Holdings]

Well if you want to throw punches, you’d better be able to take them

[John Hjorth]

1 hour ago, Paarslaars said:

Well, typically the one with the biggest mouth gets punched.  

 

Finally, I've got an explanation of why I've always wanted to punch this guy, hard :

 

[Dalal.Holdings]

6 minutes ago, John Hjorth said:

 

Finally, I've got an explanation of why I've always wanted to punch this guy, hard :

 

Leave Goofy alone

[Dalal.Holdings]

Quote

A technological shift has also added to the bill. During the pandemic, phone and video interviews replaced face-to-face assessments for disability and incapacity benefits. TikTok is full of tutorials walking would-be applicants through pip interviews, listing key things to mention—struggling with cooking, forgetting to take medication—to maximise the likely award. 

 

https://www.economist.com/britain/2025/03/13/britains-worklessness-disaster

 

I hope that one day the elites in charge of Europe learn about incentives. Until then, they will continue to wonder why their economic productivity has stagnated for so long...

 

 

 

Quote

Over a wider set of measures, the Institute for Fiscal Studies (ifs), a think-tank, found no consistent picture (see chart 3). “Some surveys suggest long-term ill health has grown, while others suggest it has remained unchanged,”

 

If these geniuses at the "think-tanks" can't figure out why disability benefits have gone way up, who can???

 

Quote

Once the welfare system has deemed someone ill, the label tends to stick. Sir Steve Houghton, leader of Barnsley council, says post-industrial areas like his have long experience of this. “If they’re in the benefits system for over three years, it’s not easy to get people back out,” he says. 

 

So the UK will be okay with a significant chunk of its younger generation permanently out of the workforce?

 

Quote

Research by the Resolution Foundation, another think-tank, also found that the newest pip recipients are less likely than previous cohorts to move off the benefit (see chart 4).

 

Edited April 21, 2025 by Dalal.Holdings