Independent thinking for complex markets and current events
While rumors and reports swirl about a possible Iran deal, the clock is still ticking for an economy that’s way too close to the point of no return on the energy shock. In fact, for Europe, there is a nontrivial chance it’s already gone past. With the latest data out on Friday, the economic numbers …
ECB President Christine Lagarde has called for Europe to break its dependence on American payment infrastructure, warning that every card transaction sends European consumer data to the United States. A coalition of 16 banks thinks it has the answer. QUICK ANSWER What’s happening? ECB President Christine Lagarde told Irish radio that Europe needs its own …
“THIS IS NOT LOOKING GOOD Look at these yields… – Germany 10Y is exploding – France 10Y keeps going up – Italy, Spain, Portugal, Greece all rising together THIS ISN’T HAPPENING BY ACCIDENT. This is europe repricing sovereign risk again. Here’s exactly why it matters: Germany is still holding things together, but the rest of …
Wonder why Germany is heading towards a crisis similar to Greece 13 years ago? Because the real government debt is 130% of GDP not 65% During the weekend a friend of mine claimed how German debt is still “low” and the country has room for to absorb ~900bn$ of spending that will mostly be channeled …
NUCLEAR NIGHTMARE BREWING: ZAPORIZHZHIA WITHOUT POWER FOR 9 DAYS Europe’s largest nuclear plant has been relying on diesel generators for 9 days now, after its last external power line was cut during fighting. Russian-installed officials say Ukrainian shelling is preventing repairs. Ukraine says Russian shelling is to blame. The reactors are shut down but still …
France is staring at a fiscal standoff that feels less like governance and more like extortion. Prime Minister Gabriel Attal has been told he cannot pass a budget or even remain in office without Socialist backing. Their price is blunt: a new “Zucman tax,” two percent annually on assets above one hundred million euros Reuters. …
Europe’s skies screamed Monday night. Copenhagen and Oslo, two of Scandinavia’s busiest airports, froze under an invisible threat. Large drones slipped into restricted airspace, hovering low, blinking lights, turning, vanishing. Flight controllers ran from screens to radios, passengers froze, flights ground to silence. Denmark’s Prime Minister called it an attack. “I consider this a serious …
Europe is moving faster than anyone can keep up. Governments from Hungary to the Netherlands are attacking Antifa like it is the enemy of the state. After Charlie Kirk’s killing, they turned a single event into a cross-border campaign. Protest, speech, resistance, all of it is now dangerous in their eyes. They are not chasing …
Europe’s busiest airports fell into chaos this week. Heathrow in London, Brandenburg in Berlin, and Brussels in Belgium couldn’t use their check-in or boarding systems after a cyberattack hit the software behind the scenes. Flights were delayed, baggage piled up, and passengers waited for hours with almost no guidance. This wasn’t a random crash. It …
🇪🇺 EUROPE’S WAR PLAN: PRAY TRUMP PICKS UP THE PHONE With Putin’s troops digging in and Ukraine bracing for another Russian offensive, Europe’s grand strategy seems to boil down to this: hope Trump doesn’t bail. Despite years of bold speeches and bigger defense budgets, the… https://t.co/C89fBv2aV9 pic.twitter.com/FGSvtnb7lU — Mario Nawfal (@MarioNawfal) September 6, 2025 The …
The EU wants to scan your private messages before they’re encrypted. Not after. Not if flagged. Before. “The plan would mandate that messaging platforms, including WhatsApp, Signal and Telegram, must scan every message, photo and video sent by users starting in October, even if end-to-end encryption is in place” https://cointelegraph.com/news/eu-chat-control-plan-gains-support-threatens-encryption “Rather than weakening encryption directly, …
Trump ended America’s free ride on Europe’s defense bills. Now, $578 million in new U.S. weapons for Ukraine aren’t coming out of American pockets, they’re being paid for by Europe, led by the Netherlands. “The Netherlands has committed €500 million, or roughly $578 million, to purchase U.S.-made weapons and send them to Ukraine, marking a …
America is at high risk of blackouts because we decided to retire a bunch of power plants and replace them with solar and wind, right as demand for electricity started to rise. We are still on the same track as Western Europe, just a bit behind. pic.twitter.com/PediUBTWPk — Russ Greene (@GreenPlusAnE) May 15, 2025 A …
By Charles Kennedy Spot power prices crashed below zero in several Northern European countries this weekend. Negative power prices, while beneficial for some consumers in some countries, generally discourage investments in new capacity. Solar output in Europe is soaring and is set to boom this summer. A sunny weekend in northwest Europe plunged power prices …
Markets price sub-2% rates with German 2-year falling under 1.7%… Something big just happened in Europe… and almost no one is talking about it. Last week, the ECB cut rates again — their 7th rate cut since last June — and while that made headlines, the real story is what’s happening underneath the surface: 📉 …
Unreal. They took out the opposition. Marine Le Pen, who is currently leading in opinion polls for the 2027 election in France, has been sentenced to 4 years in prison and banned from running in the next election. pic.twitter.com/BcDgfvmnol — Mike Benz (@MikeBenzCyber) March 31, 2025 It’s becoming clearer by the day that the old …
Why Europe is mired in slow growth: "The European tax take from workers' wages in Germany, France, and Italy is over 50%. That means the state owns more of European workers' income than they do." EU WORKERS = SLAVES OF THE STATE. pic.twitter.com/gvbMr4EdEH — Steve Hanke (@steve_hanke) March 22, 2025
NEW – Coolant leak at Europe’s biggest nuclear reactor: operatorhttps://t.co/bi0Dkh0jQ6 — Insider Paper (@TheInsiderPaper) March 10, 2025 About 100 cubic metres of “radioactive coolant” leaked from Finland’s Olkiluoto 3 nuclear reactor, the largest in Europe, operator TVO said Monday, adding that the incident posed no safety risk. The leakage struck on Friday during the reactor’s …
Scholz openly limiting free speech by labeling dissent as “extreme” exposes hypocrisy. Censorship disguised as values undermines the very freedom Europe claims to protect. NOW – Germany's left-wing Scholz says to Elon Musk that Germany's and Europe's "freedom of speech" is not for "extreme right positions." pic.twitter.com/WyfDZFvSIk — Disclose.tv (@disclosetv) January 21, 2025
1. The Energy Crisis Germany’s energy woes stem from a combination of geopolitical tensions, policy decisions, and its ambitious green energy transition. For decades, Germany relied heavily on Russian natural gas, a relationship disrupted by the Ukraine conflict and resulting… pic.twitter.com/313gHtP4D1 — Logan Weaver (@LogWeaver) December 31, 2024 The "Energiewende" (energy transition) aimed to make …
What the elites eventually seem to forget is that if they don’t accept peaceful losses by democratic means, eventually, they may lose in some much worse way. A Coup Against Right Wing Movements Is Underway In Europe. In Germany the establishment is attempting to ban the increasingly successful AfD Party on the grounds that they …
Simply, the whole topic could be summed up with this cartoon. Sadly the keyword and mindset in Europe is: “NO. IT’S IMPOSSIBLE.” But these matters are always nuanced so first, let's understand the full picture… pic.twitter.com/y2glFsZfCK — Alessandro Palombo (@thealepalombo) December 5, 2024 First, the salary gap is staggering. Senior software engineer compensation: • Silicon …
by Martin Armstrong European Central Bank President Christine Lagarde has warned that Europe’s bolstering welfare state is at risk due to its declining economic environment. Lagarde said the EU “will not be able to generate the wealth we will need to meet our rising spending needs to ensure our security, combat climate change and protect …
Germany is not in a recession, German business model based on cheap energy from Russia, growing exports to China and cheap subcontractors in Eastern Europe is imploding. Grotesque overregulation, green paranoia and ideological amateurs in key government positions do the rest. https://twitter.com/MichaelAArouet/status/1854439365608423836 Europe's Manufacturing "Powerhouse" in shambles pic.twitter.com/SYtIymSVcX — The Macro Guy (@SagarSinghSetia) November 7, …
Germany’s choice to shut down its nuclear plants stands as one of the most misguided environmental, geopolitical, and economic blunders since WWII. The evidence is clear: nuclear energy is a vital part of a sustainable future. 100%, it literally set up not just Germany, but Europe as a whole for failure. Full ideological capture, refusing …
We need to get Trump in office so he can unlock all the new map. h/t Electrical_Door7196
Fire breaks out at nuclear plant after Ukrainian attack – governor (VIDEO) The Zaporozhye facility has been put into cold shutdown as a precaution while emergency workers fight the blaze The Zaporozhye Nuclear Power Plant (ZNPP), the largest such facility in Europe, has caught fire after being shelled by Ukrainian forces, the governor of Russia’s …
https://twitter.com/MichaelAArouet/status/1818898560319914099
“At the request of the French authorities, Israeli companies will not be present at Eurosatory,” the French Armed Forces Ministry said in an emailed statement on Friday. “Conditions are no longer suited to welcome Israeli companies to the French show, in a context where the President is calling for Israeli operations in Rafah to stop.” …
