2Mes
A truly remarkable post. A short-term peace is not just a "sell the news" event in the arms sector! There is a good old saying" when the sausage falls, so does the cheese" ! To put it in a nutshell - a peace can trigger a consolidation/crash on the stock markets! Even if there will be a lot of SOS hail here - I will sell everything possible on Monday, if necessary short certificates hands armed!
••
2Mes
@Matzke Sorry, that's nonsense.
The European states will rearm massively regardless of war or peace in Ukraine. In the event of peace, there will have to be security guarantees for Ukraine, in which the Germans will also have to participate. Possibly even boots on the ground, but at least with armaments.
We may see wild ups and downs this week, but in the end the arms sector will always stabilize and, depending on the level of participation in Ukraine, may even have room for further leaps. There is currently hardly a realistic geopolitical scenario in which a sustained or even drastic fall would make sense.
The European states will rearm massively regardless of war or peace in Ukraine. In the event of peace, there will have to be security guarantees for Ukraine, in which the Germans will also have to participate. Possibly even boots on the ground, but at least with armaments.
We may see wild ups and downs this week, but in the end the arms sector will always stabilize and, depending on the level of participation in Ukraine, may even have room for further leaps. There is currently hardly a realistic geopolitical scenario in which a sustained or even drastic fall would make sense.
••
2Mes
@Quasar Well, let's see if we can learn something!
••