I remember reading about the riches of Ukraine when the invasion started: oil/gas around Crimea, rare earths all over, the famous “black earth” which is great for growing wheat (that’s known since the middle ages).
But does VAT work that way, in import/export scenario?
Germany has an indecently high “German VAT/MWSt” but when I export my shopping (to Switzerland), I get a export-stamp at the border and then my German VAT is refunded. Doesn’t someone/somecompany who imports Made-in-Germany product to USA-USA-USA not pay the German VAT, like I don’t?
They get VAT reimbursed, the tax only applies within a particular jurisdiction. So all products sold in the EU are impacted (and all those exported are not, there’s no distortion where one producer is at a disadvantage against another)
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If that’s true, that would be quite funny. 
Maybe the Ukrainians were speaking of this, calling it “raw earth” cos it kinda is, and rhymes with rare earth. Certainly Donald couldn’t differentiate between the two terms.
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I agree with you regarding the CHF but still Switzerland cannot leave its own life it is correlated to the rest. Regarding spending I strongly believe it’s inflationary ( my own point of view) industry you need classic working force (not desk people- nothing against them) am d most of these jobs are done by new comers (immigrants) and as we have an aging population voting more and more far right I don’t see how you can attract local people without increasing salaries. I think we will be back to a high interest environment before China was exporting its deflation for the last 30 years
Let’s see 
fwiw if you’re confident to make that bet I’m sure you can find some products to bet on it.
Forecasts from 5200-6500 S&P500 close for 2025: Wall Street starts to rethink lofty S&P 500 forecasts for 2025 – BNN Bloomberg
These forecasts seem to be changing with trend … are they just using trend lines on excel
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Of course the market crashes after I invested my bonus again lol. Already down -20% on my UPRO positions I bought.
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We’ll revisit it next year: What is your investment strategy for 2025? - #3 by Mirager
Not yet at my first buy signal though, “it’s turtles all the way down, son” (as an Indian, I do hope you’ll appreciate it!).
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Now even Trump said “we need to have long term view on stocks. China have a view of 100 years . We have a view for a quarter”
Not sure what to make of this. But seems like
Short term pain in stocks & maybe even a recession to come for the larger good of society over long term
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I guess you know you can do a lot worse than a real 3x leverage if there’s daily volatility (e.g. if we have a sequence of mini crashes that recover).
Hey! I thought you were going to warn us before the big one!
This time the warning came months before the launch.
Joke’s on you for not preparing.
(My cash is ready for deployment)
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There, fixed your wording.
Nah, us too.
On topic, it’s going marvelously. Just need 4-5 more months of that.
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It’s unbelievable how out of nowhere we ended with a 9% decline in S&P 500.
It’s almost US gov decided that “let’s have recession “ just like we decide “let’s have a vacation”
Not out of nowhere. The market has been bipolar for at least a year, all it needed was a spark.
so true. what a world
Exactly this.
Whoever’s in the accu phase, don’t forget - This is exactly what we need. 
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