EU defense massively outperforming the US up 50% from the lows.
Lockheed Martin is forced to console American allies, convincing them not to abandon the US Defense industry as Trump completely destroys it with his pro-Russia behavior.
I don't see any way back to NATO normal. Trump has weaponized the US defense industry against our (former allies?) allies and that is unacceptable. The US defense industry mostly sells $107 billion annually to NATO, EU nations.
This win-win EU-US relationship between our allies has made it possible for the US to develope and sustain military technology we would otherwise not have been able to afford alone.
So America first? Not really. More like America last!
At any rate, should a downturn occur and need to be long. #EUAD is a good place to be.
Lockheed Martin is forced to console American allies, convincing them not to abandon the US Defense industry as Trump completely destroys it with his pro-Russia behavior.
I don't see any way back to NATO normal. Trump has weaponized the US defense industry against our (former allies?) allies and that is unacceptable. The US defense industry mostly sells $107 billion annually to NATO, EU nations.
This win-win EU-US relationship between our allies has made it possible for the US to develope and sustain military technology we would otherwise not have been able to afford alone.
So America first? Not really. More like America last!
At any rate, should a downturn occur and need to be long. #EUAD is a good place to be.
交易進行
EUAD continues to perform very well. 
Real Macro Economic Investing
patreon.com/Realmacro
patreon.com/Realmacro
相關出版品
免責聲明
這些資訊和出版物並不意味著也不構成TradingView提供或認可的金融、投資、交易或其他類型的意見或建議。請在使用條款閱讀更多資訊。
Real Macro Economic Investing
patreon.com/Realmacro
patreon.com/Realmacro
相關出版品
免責聲明
這些資訊和出版物並不意味著也不構成TradingView提供或認可的金融、投資、交易或其他類型的意見或建議。請在使用條款閱讀更多資訊。