
I just saw the headline and had to stop and think. If this actually goes through, it could hit a lot of European companies hard — especially exporters. For those of us holding names like $NOVO B (+2,99 %) , the potential impact is real, since a huge chunk of their revenue comes from the U.S.
It also makes me wonder how diversified our portfolios really are when geopolitics like this can shake things up overnight.
Are you repositioning for this? Reducing EU exposure? Or do you think it’s just political noise and nothing will happen?
Let’s talk strategy 👇