Trump tariffs resolved? Where are the triggers now? Palantir, naoo AG, TeamViewer, and D-Wave Social media naooag switzerland palantir espionage defense teamviewer d-wave quantum computing #overvaluation correction trump tariffs
With the US-EU agreement on tariffs, the market started positively yesterday, but quickly slipped into the red. The agreement is a "loser deal" for the EU. Although tariffs of over 20% were averted, 15% still remains. In return, NATO must purchase large quantities of US military equipment, and conversely, US vehicle exports to the EU remain duty-free. Donald Trump couldn't have negotiated better; a disgrace for Brussels. The decision hits the EU automotive sector, luxury goods, and technology very hard. Including currency losses, European wine will cost around 30% more for US consumers in the future, so winemakers can pack up. All in all, one would say this is a disservice to the free economy with immense inflationary consequences and declining consumption. Investors should reposition themselves, because late summer offers many storm clouds from this perspective alone. Read the full article...
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Hensoldt, Renk & Rheinmetall expensive
Rheinmetall, Renk, and Hensoldt have dominated the arms boom of recent years, but these stocks are now fundamentally hopelessly overvalued. P/E ratios exceed 60, price-to-sales ratios exceed 4, and this in a politically fragile environment with shaky fiscal discipline. This can be expensive for late-entering investors. But there are alternatives that have so far flown under the radar: solidly valued, operationally strong, and with catch-up potential. In our free report, we show you which three arms companies still have potential and how you can profit from the second wave of the turning point without getting burned by overheated high-flyers. Get the latest report! Don't miss out on which stocks are particularly likely to benefit from the global arms buildup and download the free PDF now.
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