Dear readers,
We all know what is happening here, so further discussion of what the orange man did is probably unnecessary... We will definitely read about these days in history books.
The lesson for Europe is that Europe needs to be more self-sufficient, that means paying more and investing in heavy industry to support the defense and security sector, also investing more in European IT companies, chip manufacturers and so on, and this is not a vision for the next few months, but a broader period calculated in years, maybe decades. This is one of the areas where I see good long-term investment opportunities.
The others are also great and are in the US. Since I am close to crypto and I know that daily fluctuations up and down by 20-30% are not something that would worry me, and if this happened to global companies and markets, for me it is nothing but a great opportunity to buy quality stocks at a discount. While we may not be at the bottom yet, it is a great time to enter a position and watch the market closely.
With an annoying delay, I finally received my huge dividends from ZIM and of course they will be reinvested.
PS - the best solution right now could be to do nothing or "buy the dip" and you might also consider adjusting your stop-loss if you have one.
Thanks and stay strong!
$ZIM (ZIM Shipping Services Ltd)$RHM.DE (Rheinmetall AG)$ASML.NV (ASML Holding NV)... Show More
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Tue Dec 09 2025 12:01:48 GMT+0000 (Coordinated Universal Time)
