What do you nean by: "And the dollars to flow until their eventual demise to defense stocks.
Why? Well, it is not as if the combined threat of Islamism (and inflaming by the Gaza war), deindustrialization, and war were working at the same time" ?
I meant that even if dollar flow would be stopping for tech stocks, we are very unlikely to see any defense budget being cut in the incoming years.
So if the bet is to count on money printing to never stop, it is likely that the defense sector is a more durable winner of money printing than tech stocks from this point in time onward.
In Europe, it will be because of the "Russian threat", as well as a growing insurrection of imported muslim population, as well as increasingly restless native population.
In the US, it will be because of support to Israel and entagnlement in Middle East, Russia, and "counter the China threat".
And each of the "threat" feed each other. Israel's wars and involvement in the Middle East fuel local issue with Muslims populations. The Russia threat increase China determination to not be the next target. And the hostility to Russia give China the energy and food supply safety it need to be bolder.
What do you nean by: "And the dollars to flow until their eventual demise to defense stocks.
Why? Well, it is not as if the combined threat of Islamism (and inflaming by the Gaza war), deindustrialization, and war were working at the same time" ?
I meant that even if dollar flow would be stopping for tech stocks, we are very unlikely to see any defense budget being cut in the incoming years.
So if the bet is to count on money printing to never stop, it is likely that the defense sector is a more durable winner of money printing than tech stocks from this point in time onward.
In Europe, it will be because of the "Russian threat", as well as a growing insurrection of imported muslim population, as well as increasingly restless native population.
In the US, it will be because of support to Israel and entagnlement in Middle East, Russia, and "counter the China threat".
And each of the "threat" feed each other. Israel's wars and involvement in the Middle East fuel local issue with Muslims populations. The Russia threat increase China determination to not be the next target. And the hostility to Russia give China the energy and food supply safety it need to be bolder.