The beatings will continue until markets improve
Unhedged
Shifting Sands: Europe vs. U.S. Markets
This chapter explores the contrasting performances of the U.S. 'Magnificent Seven' tech companies and European value stocks, revealing a potential shift in investor sentiment favoring Europe. It examines the resurgence of certain European sectors, particularly in defense, amid changing geopolitics and military spending dynamics. The discussion highlights the evolving economic outlook for Europe and the implications for U.S. defense industries amidst a drive for greater European self-sufficiency.
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