Friday, March 7, 2025

Five Humble Thoughts Over Europe

 1.  I don't think Zelensky has gotten the message yet....but the Ukraine-Russia war is dissolving.  The 'help' that Ukraine got (particularly in the first year) cut deep into Russia's advantages (tanks, rocket, artillery).  I do agree....Russia is incredibly weakened at this point, and would  need twenty-odd years to recover.  But there's a whole generation of Russian and Ukrainian young men....who are 'gone' and future industry/commerce for either....is crap.

2. If you took a EU vote....country by country (28).....over getting militarily-involved in Ukraine....to fight Russia, I personally doubt that you'd find more than 3 or 4 countries with citizens voting 'yes, lets get involved'.  

Just on Germans alone....majority of SPD voters would say 'no-way'....with most all Linke Party, AfD and Greens agreeing 'no-way'.

3.  All this talk of enlarging the Germany military from 180k to 240k?  BS.

They already spend tons of Euro on recruitment/'promises', and the majority of  18-to-24 year old 'kids' don't want the experience.

4.  I'll predict within 3 years....this whole agenda to go E-car in Europe stalls, and hydrogen technology replaces the agenda.

The shocker?  Telsa adapts within one year.....to produce H-cars.   

5. German markets for 2025....to be in a full-scale recession.  You can expect to add 2 to 3 points to the current unemployment rates.

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