Norway has an immense sovereign wealth fund, largely in US-centric investments. Drumpf literally spit in the face of the Norwegian prime minister. There are consequences to what we are witnessing. Does anybody truly believe that Denmark intends to be threatened and still hold US Treasuries?
Sharp reframing of portfolio risk through geopolitical lens. The overweight tilt toward Canadian energy and critical minerals makes sense when supply chain security becomes policy priority, not just efficiency metric. Interesting how defense spending shifts from discretionary to structural capex category. Been watching similar moves in Nordic infrastructure plays where sovereignity concerns drive capital allocation in ways traditional ROI math woudlnt justify alone.
Your direction, as an investment advisor, is clearly praiseworthy. However, the reality of the opening paragraph is that hours before PM Carney spoke his WORDS in a forum of words his actions spoke volumes. His first ACTION in his New World Order was to engage Communist China and achieve MOU’s in areas of culture, police security, military and trade that are heavily in favor of China. The intention, in part, was to poke the bear over punitive tariffs brought by the Trump Administration. The result was what China wanted: No mention of Canada in the Greenland debacle or the reported outcome with a NATO-based solution. Can one really expect the USA to include a potential satellite of China in the Golden Dome Arctic security program?
Norway has an immense sovereign wealth fund, largely in US-centric investments. Drumpf literally spit in the face of the Norwegian prime minister. There are consequences to what we are witnessing. Does anybody truly believe that Denmark intends to be threatened and still hold US Treasuries?
Sharp reframing of portfolio risk through geopolitical lens. The overweight tilt toward Canadian energy and critical minerals makes sense when supply chain security becomes policy priority, not just efficiency metric. Interesting how defense spending shifts from discretionary to structural capex category. Been watching similar moves in Nordic infrastructure plays where sovereignity concerns drive capital allocation in ways traditional ROI math woudlnt justify alone.
Your direction, as an investment advisor, is clearly praiseworthy. However, the reality of the opening paragraph is that hours before PM Carney spoke his WORDS in a forum of words his actions spoke volumes. His first ACTION in his New World Order was to engage Communist China and achieve MOU’s in areas of culture, police security, military and trade that are heavily in favor of China. The intention, in part, was to poke the bear over punitive tariffs brought by the Trump Administration. The result was what China wanted: No mention of Canada in the Greenland debacle or the reported outcome with a NATO-based solution. Can one really expect the USA to include a potential satellite of China in the Golden Dome Arctic security program?