Is Europe becoming uninvestable?

[Spekulatius]

1 hour ago, Dalal.Holdings said:

Mississippi is not a sovereign state with its own currency.

 

I can come up with the counter examples of Norway and Switzerland which are thriving while not being in the EU. Unlike the UK, Norway didn’t adopt the crazed green agenda and continues to drill for fossil fuels in the North Sea, is now the major energy exporter to the EU, and has a huge sovereign wealth fund.

 

And that gets me back to the core argument: the sickness that afflicts UK, Germany, France is unchecked left leaning leadership for decades. Greens hampering energy, overregulation, anti-capitalist policies, uncontrolled migration, excessive welfare all resulting in stagnant productivity.
 

Poland, Norway have not had the same sort of conditions.

Poland has benefited hugely by the EU. It is a primary location for nearshoring. The counter has developed developed by leaps and bounds. I imagine if they were not in the EU and NATO, they could be more like Belarus.

 

Yes, the EU and many countries suffer from overregulation, but it’s not just the EU to blame here as the UK example has shown. The Torry’s governments in the UK since Brexit have just been horrible. Having a social democrat with even a modicum of common sense like Stalmer may actually be beneficial.

Edited November 1, 2025 by Spekulatius

[Dalal.Holdings]

https://www.ft.com/content/22089f01-8468-4905-8e36-fd35d2b2293e

 

UK or Europe, it doesn't matter because both seem to be afflicted with the same disease:

 

 

Quote

But a big part of the output gap is because people in the US also produce more for each hour that they work. 

Quote

EU policymakers view the trend as deeply worrying — and a reflection of a long-standing failure to match US levels of private or public sector investment. 

 

From the Draghi Report:

https://commission.europa.eu/topics/eu-competitiveness/draghi-report_en

 

 

Quote

EU labour productivity converged from 22% of the US level in 1945 to 95% in 1995 but labour productivity growth has subsequently slowed by more than in the US and fallen back below 80% of the US level [see Figure 1]i. At the same time, Europe is entering the first period in modern history in which GDP growth will not be supported by sustained net growth of the labour force [see Box 1].

 

 

Edited November 1, 2025 by Dalal.Holdings

[Spekulatius]

If I see this right, the relative  improvements in productivity in the US versus the EU been occurring in IT, finance and insurance, and most importantly professional services.

 

What are professional services - a huge contributor ? Lawyers  and consulting? . Maybe all this isn’t as great as it seems. Anyways, seems like the Trump administration focuses on sectors that have shown little productivity growth so far for whatever that is worth. 

[Dalal.Holdings]

2 hours ago, Spekulatius said:

If I see this right, the relative  improvements in productivity in the US versus the EU been occurring in IT, finance and insurance, and most importantly professional services.

 

What are professional services - a huge contributor ? Lawyers  and consulting? . Maybe all this isn’t as great as it seems. Anyways, seems like the Trump administration focuses on sectors that have shown little productivity growth so far for whatever that is worth. 

 

From the report:

 

Quote

The key driver of the rising productivity gap between the EU and the US has been digital technology
(“tech”) – and Europe currently looks set to fall further behind. The main reason EU productivity diverged from
the US in the mid-1990s was Europe’s failure to capitalise on the first digital revolution led by the internet – both in
terms of generating new tech companies and diffusing digital tech into the economy. In fact, if we exclude the tech sector, EU productivity growth over the past twenty years would be broadly at par with the US [see Figure 2 and Box 2]. Europe is lagging in the breakthrough digital technologies that will drive growth in the future. Around 70%
of foundational AI models have been developed in the US since 2017 and just three US “hyperscalers” account for
over 65% of the global as well as of the European cloud market. The largest European cloud operator accounts for
just 2% of the EU market. Quantum computing is poised to be the next major innovation, but five of the top ten tech
companies globally in terms of quantum investment are based in the US and four in China. None are based in the EU.

 

Onerous regulations (GDPR, excessive privacy controls, AI Act, etc) are probably one of the key reasons. Maybe an anti-capitalistic, tax the uber wealthy might be another disincentive. Not having the right immigration policies (seeking people who are fluent in programming) another problem. No real VC scene, etc another.

 

The thing is, from the 1990s to covid, the gap increased due to Europe falling behind in tech. But Europe still had some key industrial advantages. Germany knows how to do mechanical engineering even if they don't do software engineering as well.

 

The problem is that now--post Russia-Ukraine 2022 energy crisis (shutting down nuclear), China's emergence, and proposed abolishing of internal combustion engines (green agenda), even that core strength in mechanical engineering/industrial areas is under duress. I think the Draghi report has not captured that because it is a more recent phenomenon. That's what makes it more of a crisis now vs pre-2022.

 

Edited November 1, 2025 by Dalal.Holdings

[John Hjorth]

12 hours ago, Dalal.Holdings said:

Mississippi is not a sovereign state with its own currency.

 

I can come up with the counter examples of Norway and Switzerland which are thriving while not being in the EU. Unlike the UK, Norway didn’t adopt the crazed green agenda and continues to drill for fossil fuels in the North Sea, is now the major energy exporter to the EU, and has a huge sovereign wealth fund.

 

And that gets me back to the core argument: the sickness that afflicts UK, Germany, France is unchecked left leaning leadership for decades. Greens hampering energy, overregulation, anti-capitalist policies, uncontrolled migration, excessive welfare all resulting in stagnant productivity.
 

Poland, Norway have not had the same sort of conditions.

 

This is to me wrong, with regard to the reasons why, meaning flawed reasoning, related to being in and part of the Euro-zone or not, having Euro as functional currency, or not, maintaining own country  specific, local, functional currency.

 

The reasons as to why Norway, Switzerland and Poland are thriving, are individually and compared to each other individually very different, and the common denominator as to explaining how having own functional currency has something to do with these countries thrivning appears in your post to be non-existent.  I dare allege here it's actually a false positive denominator for explaining why they're triving.

 

- - - o 0 o - - -

 

It has for a long time now personally been bugging me, that you appear to be sloppy with precisely and specifically providing your sources for stats etc. provided, shared and posted in this topic.

 

I personally haven't been able to figure out your motives, agenda and incentives for posting what you do post in this topic. As far as I've understood, you're a money manager, operatiing of New York City, USA.

 

Not many prospective clients around here on CofB&F - we're mostly personal and private stock pickers! -What is your agenda, consistently keeping this topic alive and ongoing?

[Dalal.Holdings]

19 minutes ago, John Hjorth said:

 

This is to me wrong, with regard to the reasons why, meaning flawed reasoning, related to being in and part of the Euro-zone or not, having Euro as functional currency, or not, maintaining own country  specific, local, functional currency.

 

The reasons as to why Norway, Switzerland and Poland are thriving, are individually and compared to each other individually very different, and the common denominator as to explaining how having own functional currency has something to do with these countries thrivning appears in your post to be non-existent.  I dare allege here it's actually a false positive denominator for explaining why they're triving.

 

- - - o 0 o - - -

 

It has for a long time now personally been bugging me, that you appear to be sloppy with precisely and specifically providing your sources for stats etc. provided, shared and posted in this topic.

 

I personally haven't been able to figure out your motives, agenda and incentives for posting what you do post in this topic. As far as I've understood, you're a money manager, operatiing of New York City, USA.

 

Not many prospective clients around here on CofB&F - we're mostly personal and private stock pickers! -What is your agenda, consistently keeping this topic alive and ongoing?

Buddy, no one on here complains when Europeans and Canadians talk about America in 99% of this forum. Yet when one American talks about Europe you get so upset?

 

Do you say the same thing about Canadian and European money managers when they talk about America?

 

I own a bunch of European stocks and want them to succeed. I think Europe’s leaders need to get out of the way and they have hampered the productivity and potential of the continent. I have been crystal clear on that. I’m sorry it’s so hard for you to understand this. And of course, even EU leaders have acknowledged they have a problem and have made it a goal to cut 25% of red tape.

 

And I believe discussing economic topics like productivity and GDP per capita (along with Draghi’s report, interviews with EU leaders, European sources like FT, DW, etc) is highly relevant to this thread which is about investing in Europe.

FYI I also posted about how Trump’s favoritism disgusts me in the Comcast thread. Of course, criticizing America is okay and no one will ever complain about that…
 

Either it’s a language barrier or you just have a problem with any outsider who says anything negative about Europe.

 

Edited November 2, 2025 by Dalal.Holdings

[John Hjorth]

2 hours ago, Dalal.Holdings said:

Buddy, no one on here complains when Europeans and Canadians talk about America in 99% of this forum. Yet when one American talks about Europe you get so upset?

 

Do you say the same thing about Canadian and European money managers when they talk about America?

 

I own a bunch of European stocks and want them to succeed. I think Europe’s leaders need to get out of the way and they have hampered the productivity and potential of the continent. I have been crystal clear on that. I’m sorry it’s so hard for you to understand this.

FYI I also posted about how Trump’s favoritism disgusts me in the Comcast thread. 
 

Either it’s a language barrier or you just have a problem with any outsider who says anything negative about Europe. If it’s the latter, as an American, I say you‘d better get used to it.

 

Wow, that was a really fast reply! , @Dalal.Holdings,

 

As far as I read, about 3 minutes response time.

 

Peter, -I actually know for a fact that 'Peter' is your first name, and your last name may appear evident from your board handle here on CofB&F, I'll likely never use it - 'Peter' - again here on CofB&F adressing you, all while it must be evident here on CofB&F, that I'm not even partly shielded in that respect, posting under the name that is on my birth certificate, everyone able find to find me, sue me, whatever, if capable and really wanting to do such things. So, so far, it hasen't happened, please don't call me 'buddy', because I'm not that by my own yardstick related to you, and you already know it.

 

Your three minutes argumention above about nobody complaining about when Europeans and Canadians talk about America is simply not true, and you actually already know it, I'm sure! :

 

It's already included and contained in the 'Politics' topic in the 'General Discussion' forum here on CofB&F, and basically about the question of rule of law and inhabitants rights, division of duties, checks and balances. No need  to elaborate here, really, I think.

 

-So what you're actually telling - trying to telling me me above -, is that  in reality it's OK to post all kinds of political stuff here on CofB&F about politically based and set business conditions in Europe, including other political, non-business-related stuff here on CofB&F, related to Europe.

 

Seriously, you must be trying to be kidding me here. Please tell me why special rules here on CofB&F should apply to you and your behavior here on CofB&F in this topic.

 

Consider yourself hereby called.

 

- - - o 0 o - - -

 

The above however does not change the fact that there exists  - like everywhere on our common, shared planet - challenges to handle and to overcome for Europe, that are worthy separate discussion in a topic here on CofB&F.

 

The point is your posts in this this topic becomes political, by that they are by already provided documentation biased, severely biased, or lacking in many instances proper sources for documentation and at basis lacking in many instances sources, they are 'just' 'cut-and-paste' from from somewhere, leaving no basis for the scrutinity of others than you.

 

Sincere, but unbiased, not sufficiently documented, posts, based on the comments above, and  may however provide merit for the existence of this topic.

 

- - - o 0 o - - -

 

If you continue this line of posting in this topic, I'll likely and simply report your posts in this topic, just proposing this topic merged into the already existing CofB&F political drain and sewer, where political posts belong, so you're there able to continue what have you done here so far, what ever that may be, diluted, and with no real attention.

 

That said, I also don't care any lomger about the reasons, incentives and motives for your postings in this topic. 3 minutes responses lead time tells sufficiently already.

Edited November 2, 2025 by John Hjorth

[Gregmal]

Whelp, more successful immigration policy on display in the UK tonight. 

[LC]

Just another day at high school here in the States.

[Sweet]

7 hours ago, Gregmal said:

Whelp, more successful immigration policy on display in the UK tonight. 

Brought to us by the diversity is our strength crowd, which is obviously a load of rubbish.

 

John’s right, really this is a political comment, so I’ll say no more it here.

 

Side note - In Dalal’s defence, he’s talking about economics.

[Dalal.Holdings]

 

14 hours ago, John Hjorth said:

 

Wow, that was a really fast reply! , @Dalal.Holdings,

 

As far as I read, about 3 minutes response time.

 

Peter, -I actually know for a fact that 'Peter' is your first name, and your last name may appear evident from your board handle here on CofB&F, I'll likely never use it - 'Peter' - again here on CofB&F adressing you, all while it must be evident here on CofB&F, that I'm not even partly shielded in that respect, posting under the name that is on my birth certificate, everyone able find to find me, sue me, whatever, if capable and really wanting to do such things. So, so far, it hasen't happened, please don't call me 'buddy', because I'm not that by my own yardstick related to you, and you already know it.

 

Your three minutes argumention above about nobody complaining about when Europeans and Canadians talk about America is simply not true, and you actually already know it, I'm sure! :

 

It's already included and contained in the 'Politics' topic in the 'General Discussion' forum here on CofB&F, and basically about the question of rule of law and inhabitants rights, division of duties, checks and balances. No need  to elaborate here, really, I think.

 

-So what you're actually telling - trying to telling me me above -, is that  in reality it's OK to post all kinds of political stuff here on CofB&F about politically based and set business conditions in Europe, including other political, non-business-related stuff here on CofB&F, related to Europe.

 

Seriously, you must be trying to be kidding me here. Please tell me why special rules here on CofB&F should apply to you and your behavior here on CofB&F in this topic.

 

Consider yourself hereby called.

 

- - - o 0 o - - -

 

The above however does not change the fact that there exists  - like everywhere on our common, shared planet - challenges to handle and to overcome for Europe, that are worthy separate discussion in a topic here on CofB&F.

 

The point is your posts in this this topic becomes political, by that they are by already provided documentation biased, severely biased, or lacking in many instances proper sources for documentation and at basis lacking in many instances sources, they are 'just' 'cut-and-paste' from from somewhere, leaving no basis for the scrutinity of others than you.

 

Sincere, but unbiased, not sufficiently documented, posts, based on the comments above, and  may however provide merit for the existence of this topic.

 

- - - o 0 o - - -

 

If you continue this line of posting in this topic, I'll likely and simply report your posts in this topic, just proposing this topic merged into the already existing CofB&F political drain and sewer, where political posts belong, so you're there able to continue what have you done here so far, what ever that may be, diluted, and with no real attention.

 

That said, I also don't care any lomger about the reasons, incentives and motives for your postings in this topic. 3 minutes responses lead time tells sufficiently already.

 

This is an investment forum where we choose our own names and can be anonymous should we choose to be so. Your attempt to reveal my name, my profession, and my location is interesting because I think you are using it as an intimidation tactic, clearly. It reeks of doxxing and is highly malicious. If anyone should be reported for abuse of this forum, it's you. I'm also fairly certain it was you that led to my ban earlier this year, but I'm not going to report you despite your malicious tactics. I'm just going to carry on.

 

This thread is full of Canadians and Europeans talking about America and American investments for one simple reason: very few people outside of Europe want to invest in Europe while everyone around the world wants to own America's Mag 7, other stocks today. That means investors who are not American routinely discuss America and its issues outside the Politics thread and you know it. For example, in the Comcast thread just two days ago, the Trump administration and potential acquisition of WBD has come up. No one complains about that because it is relevant to the investment and most Americans don't whine when their President/country gets criticized. We're used to it.

 

I'm one of the few exceptions: I don't own Mag 7. I invest in Europe, Canada, and Japan. I make fun of AI, the Mag 7, and what I view as overvaluation in certain U.S. stocks routinely. I also criticize what I view as misguided policies in Europe while I own European equities. Too bad you can't tolerate it.

 

My posts have mostly been about economic factors as others have noted. I also quote the polls showing rise in right wing, anti-establishment parties to support my argument that all is not well in the UK, France, and Germany. I would advise you to grow a thicker skin and/or use a better English translator so you understand my posts. Otherwise, no point in discussing further.

 

 

Edited November 2, 2025 by Dalal.Holdings

[John Hjorth]

10 hours ago, Sweet said:

... Side note - In Dalal’s defence, he’s talking about economics.

 

@Dalal.Holdings,

 

To me personally, you've got me totally wrong, as towards my personality.

 

And what is it really with you, when asked skeptical and critical questions about your motives for posting along the lines like you do in this topic so far, till now, combined with information about who and what you really are, and doing for a living, you're consciously evasive replying?

 

-Why won't you here on CofB&F stand by who and what you are? I haven't doxxed you, but something posted on here has long ago lead me to that information, -My God, I've even read one of your LP letters, despite I'm not a hacker!

 

If you can't stand that heat by actually answering, then this place is likely not for you. That said, I sincerely can't remember reporting you, if I actually have. By now, I don't even recall any time to have read that it was so.  No way to check for me on this software platform if I have done so.

 

Personally, I don't report, unless I meet trivial, simple, appaling, primitive, rude community behavior, not called for. To me, not your game - at all.

 

In case you've been reported and banned, and you disagree, please get in contact with our board owner and administrator by e-mail, Jeff [ @DooDiligence] has provided such hurt feelings report on here, if you're banned, you naturally can't access it here, but it must be laying around somewhere on the Internet, laying around somewhere, made available for you by a search.

 

- - - o 0 o - - -

 

If you can't or won't explain, then that's up to you!

Edited November 2, 2025 by John Hjorth

[DooDiligence]

6 minutes ago, John Hjorth said:

 

@Dalal.Holdings,

 

To me personally, you've got me totally wrong, as towards my personality.

 

And what is it really with you, when asked skeptical and critical questions about your motives for posting along the lines like you do in this topic so far, till now, combined with information about who and what you really are, and doing for a living, you're consciously evasive replying?

 

-Why won't you here on CofB&F stand by who and what you are? I haven't doxxed you, but something posted on here has long ago lead me to that information, -My God, I've even read one of your LP letters, despite I'm not a hacker!

 

If you can't stand that heat by actually answering, then this place is likely not for you. That said, I sincerelyly can't remember reporting you, if I actually have. By now, I don't even recall any time to have read that it was so.  No way to check for me on this software platform if I have done so.

 

Personally, I don't report, unless I meet trivial, simple, appaling, primitive, rude community behavior, not called for. To me, not your game - at all.

 

In case you've been reported and banned, and you disagree, please get in contact with our board owner and administrator by e-mail, Jeff [ @DooDiligence] has provided such hurt feelings report on here, if you're banned, you naturally can't access it here, but it must be laying around somewhere on the Internet, laying around somewhere, made available for you by a search.

 

- - - o 0 o - - -

 

If you can't or won't explain, then that's up to you!

 

I occasionally find this form useful. Most recently WRT NVO.

 

Hurt Feelings Report.pdf

 

.

[John Hjorth]

41 minutes ago, DooDiligence said:

 

I occasionally find this form useful. Most recently WRT NVO.

 

Hurt Feelings Report.pdf 778.22 kB · 1 download

 

.

 

Thank you, Jeff [ @DooDiligence ] !

 

Very helpful, as always!

[Dalal.Holdings]

2 hours ago, John Hjorth said:

 

@Dalal.Holdings,

 

To me personally, you've got me totally wrong, as towards my personality.

 

And what is it really with you, when asked skeptical and critical questions about your motives for posting along the lines like you do in this topic so far, till now, combined with information about who and what you really are, and doing for a living, you're consciously evasive replying?

 

-Why won't you here on CofB&F stand by who and what you are? I haven't doxxed you, but something posted on here has long ago lead me to that information, -My God, I've even read one of your LP letters, despite I'm not a hacker!

 

If you can't stand that heat by actually answering, then this place is likely not for you. That said, I sincerely can't remember reporting you, if I actually have. By now, I don't even recall any time to have read that it was so.  No way to check for me on this software platform if I have done so.

 

Personally, I don't report, unless I meet trivial, simple, appaling, primitive, rude community behavior, not called for. To me, not your game - at all.

 

In case you've been reported and banned, and you disagree, please get in contact with our board owner and administrator by e-mail, Jeff [ @DooDiligence] has provided such hurt feelings report on here, if you're banned, you naturally can't access it here, but it must be laying around somewhere on the Internet, laying around somewhere, made available for you by a search.

 

- - - o 0 o - - -

 

If you can't or won't explain, then that's up to you!

 

So uhh... let me get this straight. Me posting stuff from FT, DW, Draghi Report, interviews with EU officials, etc is irrelevant to the "Is Europe Becoming Uninvestable?" Thread, but you posting my identity, location, profession is relevant? I'm being evasive? You want to question my motives? I've already repeatedly stated I am an American who invests in European equities. What more do you want to know about me and my motives ? My bank PIN Code? Names of family members ? Religious beliefs ?

 

This forum is a place to debate ideas. I frankly don't care who someone is or where they are from unless it is directly relevant to the post (e.g. @Sweet and his views about life in the UK).

 

Just like the Citi thread, you jump to make accusations. You accused me then of posting hearsay when I quoted from a WSJ article.

 

Yes, @DooDiligence you can post the "Hurt Feelings Report", but I'm not going to be the one to use it even though this guy @John Hjorth wants to discuss my name, my location, and my profession in a thread that is about investing in Europe! He seems to follow me around to air grievances about my posts and threatens to report me.

 

I honestly think a lot of his feelings are due to English clearly not being his primary language and his not fully understanding what I post. I myself have trouble discerning some of his posts, but he clearly has a lot of complaints about me !

 

Edited November 2, 2025 by Dalal.Holdings

[DooDiligence]

9 minutes ago, Dalal.Holdings said:

 

So uhh... let me get this straight. Me posting stuff from FT, DW, Draghi Report, interviews with EU officials, etc is irrelevant to the "Is Europe Becoming Uninvestable?" Thread, but you posting my identity, location, profession is relevant? I'm being evasive? You want to question my motives? I've already repeatedly stated I am an American who invests in European equities. What more do you want to know about me and my motives ? My bank PIN Code? Names of family members ? Religious beliefs ?

 

This forum is a place to debate ideas. I frankly don't care who someone is or where they are from unless it is directly relevant to the post (e.g. @Sweet and his views about life in the UK).

 

Just like the Citi thread, you jump to make accusations. You accused me then of posting hearsay when I quoted from a WSJ article.

 

Yes, @DooDiligence you can post the "Hurt Feelings Report", but I'm not going to be the one to use it even though this guy @John Hjorth wants to discuss my name, my location, and my profession in a thread that is about investing in Europe! He seems to follow me around to air grievances about my posts and threatens to report me.

 

I honestly think a lot of his feelings are due to English clearly not being his primary language and his not fully understanding what I post. I myself have trouble discerning some of his posts, but he clearly has a lot of complaints about me !

 

 

Hey, I've never read this thread so I'm oblivious to recent discussions. All I know is the Bat signal went out. FWIW, I was hoping you'd come over and rip Novo Nordisk up but that's unnecessary ATM.

[Dalal.Holdings]

22 hours ago, John Hjorth said:

 

This is to me wrong, with regard to the reasons why, meaning flawed reasoning, related to being in and part of the Euro-zone or not, having Euro as functional currency, or not, maintaining own country  specific, local, functional currency.

 

The reasons as to why Norway, Switzerland and Poland are thriving, are individually and compared to each other individually very different, and the common denominator as to explaining how having own functional currency has something to do with these countries thrivning appears in your post to be non-existent.  I dare allege here it's actually a false positive denominator for explaining why they're triving.

 

Going back to your original reply to me. What you posted has nothing to do with what I posted. What I was replying to was people stating that the UK's major problem is that it left the EU. I provided two counter-examples: Switzerland and Norway which are not in the EU and doing pretty well. Norway even has an amazing trade relationship with the EU as its largest energy source (meanwhile UK basically shut itself off from drilling in the North Sea...)

 

The currency topic was only a reply to @TwoCitiesCapital who stated "Well Mississippi could have reasons for withdrawing from the U.S." or some version of that. My point was that the UK, unlike Mississippi, has its own currency and about a thousand years of individual sovereignty, so it's not a good analogy to equate the UK leaving the EU with Mississippi seceding from the U.S...

 

Again, I think you often just misinterpret my posts and get yourself all riled up and it's a waste of my time to try to correct it.

 

Edited November 2, 2025 by Dalal.Holdings

[Dalal.Holdings]

6 minutes ago, DooDiligence said:

 

Hey, I've never read this thread so I'm oblivious to recent discussions. All I know is the Bat signal went out. FWIW, I was hoping you'd come over and rip Novo Nordisk up but that's unnecessary ATM.

 

If I came to the NVO thread and talked more smack, my Buddy John here would go ballistic. I have nothing to add for now.

 

Edited November 2, 2025 by Dalal.Holdings

[John Hjorth]

5 minutes ago, Dalal.Holdings said:

If I came to the NVO thread and talked more smack, my Buddy John here would lose his mind. I have nothing to add for now.

If you really think the above quoted from you is a fair comment from here, in this topic, you're naturally welcome to post so.

No comments really needed for my part here about that.

 

I really have no idea why you're dragging the NVO topic into this. 

 

Again, why is it that you aren't willing here to tell us all here at CofB&F about what you're up to here? - Now trying to deflect this stuff into something NVO related? Do you consider CofB&F members naive? - I can assure you they aren't!

 

If you don't want to share your motives for how you've been posting in this topic, that is absolutely up to you. But at least  please be honest, sincere here, by posting what you want. so it's clear for all here on CofB&F, where you are, and what you really think.

 

I don't give one whit to you actively posting in this topic, when you aren't available, really, for talks, discussions, here on CofB&F, as a manager of OPM.

 

Honestly, what do you really think about your  fellow CofB&F members? : 'Something for nothing, chicks for free' for you here?

[Dalal.Holdings]

2 minutes ago, John Hjorth said:

Again, why is it that you aren't willing here to tell us all here at CofB&F about what you're up to here? - Now trying to deflect this stuff into something NVO related? Do you consider CofB&F members naive? - I can assure you they aren't!

 

If you don't want to share your motives for how you've been posting in this topic, that is absolutely up to you. But at least  please be honest, sincere here, by posting what you want. so it's clear for all here on CofB&F, where you are, and what you really think.

Again, I really have no idea what this guy wants with me. He's upset and claims I brought up NVO "to deflect" when I was clearly responding to @DooDiligence who brought up NVO!

 

He wants to know what I am "up to here" in this thread and my "motives". I already told him I am an American who invests in Europe and think the continent has been on the wrong track for a while in terms of multiple economic metrics (which EU officials have begun acknowledging). What else does he want? My social security number? 

 

What motives does he think I have? Does he think I am an ex-KGB/FSB spy here to drum up bad propaganda about Europe? 

 

I honestly have no clue.

[cubsfan]

^^ Well heck, you're doing just fine. 

 

Most of us know that Europe is a basket case - but deeply hope that it will be saved.  Those that ignore the issues sinking Europe are blind or too afraid to take the drastic action it will take to save it.

There is little to no innovation in Europe anymore, not much risk taking.

The constant focus on garbage like climate change, alternative energy, and open borders HAS wrecked much of Europe's competitiveness. Everyone knows it, but little is being done to reverse it.

 

It's like watching a bad movie.

 

 

[John Hjorth]

Holy-moly!

 

How did I in this topic by now end up with more foes than before, by sincere and honest discussons? 

[Dalal.Holdings]

I am not your foe, John, but you sure act like I am a foe.
 

I chalk up your behavior to English not being your first language/misreading what I wrote while you keep suggesting I am “up to something” and have hidden “motives” as if I have some malicious intent with my posting here.

 

I’ll admit I can be abrasive at times (duh look at my profile pic), but I do that not just in the Europe thread, but Citi, Liberty/Malone stocks, AI thread, FICO, Cable stocks (though I just bought CMCSA), etc. I think you are just being overly reactive to that mixed in with a language barrier which causes you to read things that aren’t there.

[Spekulatius]

News to me that climate change is garbage. The mental image of a bird with a long neck comes to my mind. It has a small brain also.

[Dalal.Holdings]

42 minutes ago, Spekulatius said:

News to me that climate change is garbage. The mental image of a bird with a long neck comes to my mind. It has a small brain also.

 

https://www.wsj.com/opinion/bill-gates-climate-change-bjorn-lomborg-e3fe6d24

 

https://www.gatesnotes.com/home/home-page-topic/reader/three-tough-truths-about-climate

 

Bill Gates has recently changed his tune and come out against climate doomers.

 

The problem is that the climate argument has been taken over by doomers who also endorse economically harmful ideas like "degrowth". This had an especially strong hold on the politics across Europe (including the UK). These people believe that GDP growth = carbon emission growth and so for them, the world needed to "move on" from prioritizing GDP growth:

 

https://www.weforum.org/stories/2022/06/what-is-degrowth-economics-climate-change/

 

Quote

With increasing awareness about climate change, the degrowth debate has accelerated.

If economic growth continues to be the default goal, it will lead to climate catastrophe, the argument goes, with no hope of limiting global warming to 1.5 degrees.

Quote

The solution is essentially to move away from the assumption that growth is good.

Quote

One of the things degrowthers would like to see is the end of gross domestic product (GDP) being used as a measure of economic progress, notes The Conversation. GDP measures an economy’s entire output of goods and services.

 

The World Economic Forum -- a place where the aristocrats fly to in their private jets each year -- was a place this was taken seriously.

 

The problem is that when you deemphasize economic growth, everyone ends up poorer and more people suffer.

 

Think about some of the things that have happened in Europe: Germans shutting down nuclear (how does that help the climate?), UK no longer drilling in the North Sea, imposing harsh EV mandates on your traditional ICE industry, imposing an onerous deforestation rule on even SMEs, ESG statements in every report...a lot of this driven by the Green type ideologues. 

 

I think a lot of this ideology, especially among young people in Europe, has led in significant part to the productivity issues the continent is facing. Unlike Draghi, I don't think it's all due to Europe lagging in tech. I mean this should be expected--if citizens don't care about GDP growth, then they'll get the results they desire.

 

Anyway, unlike Europe, China got the memo and built a huge battery, EV, and solar industry while Europe did what exactly? If Europe wanted to take the lead on climate change, they should have been involved in creating indigenous champions in EV, battery, and solar, not in going on the "degrowth" and regulate route.

 

Edited November 3, 2025 by Dalal.Holdings