This happened:
Orange man also told Times that he isn’t opposed to using nuclear force if he “needed it” to take over the island.
Be realistic and logical please. First of all nukes don’t fly anywhere near as easily as that. Second the US has bases in Greenland, third what exactly would they nuke there?
My prediction is following
EU will offer lot of concessions like profiting from Greenland mineral wealth to US. And most likely US will sell it as a win internally. In the end it’s all about rare earth minerals anyways. If you don’t have something , grab it if you have force. This is the new world order.
EU will sell this as a win and rationalise coercion in the name of North Atlantic unity. And as we have seen so far, this non confrontational style will bolster more demands few months down the line. Having said that EU is not in position to confront US like China or India. So this is best we can hope for
Well, given that Trump talked about nuking hurricanes, I wouldn’t rule it out so quickly ![]()
Interesting read. Participants below expressing their views on AI.
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Michael Burry is a former hedge fund manager and writer who publishes investment analysis and market commentary on his Substack, Cassandra Unchained. He is best known for predicting the subprime mortgage crisis, as depicted in The Big Short, and has more recently voiced skepticism about AI-driven market exuberance.
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Jack Clark is the co-founder and head of policy at Anthropic, where he works on AI safety, governance, and the societal implications of frontier models. He also writes Import AI, a long-running newsletter analyzing advances in artificial intelligence, state power, and technological risk.
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Dwarkesh Patel is the founder and host of the Dwarkesh Podcast, where he interviews leading thinkers on AI, economics, and scientific progress. He also publishes essays and interviews on his Substack, focusing on long-term technological trajectories, AI alignment, and civilizational risk.
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Patrick McKenzie is a writer and software entrepreneur best known for his newsletter Bits About Money, where he explains finance, markets, and institutions. He also hosts the Complex Systems podcast and has previously worked in tech and payments, including at Stripe.
It’s about the stock market, so I’d say both don’t go together ![]()
The nuking is ofc dumb, but I said it just to give a feeling about what is being said and that’s hard to stay calm sometimes.
They are not really playing 4d chess. (btw Scott Adams died yesterday)
Do you know where the original audio can be found?
IIUC they didn’t actually talk, but instead typed into a Google Doc.
Most likely clients also invest in international
Holy sector rotation, Batman!
2026 is off to a storming start. we’re in the 2nd week of the year and I already 66% of 2025’s gains ![]()
Is the melt-up finally going to happen in 2026?
Shit, and they did not even thank me for that…
Which sector is that? SCHD has printed quite hard YTD.
Friday night. The time where you speculate what is the next thing Trump is going to drop on the markets over the weekend…
How does the PPI (*) look today?
(*) Pentagon Pizza Index
New tariffs starting Februrary for EU countries if they don‘t let the US annex Greenland. 10% extra and 25% starting June.
Mid terms cant come soon enough.
So true ![]()
Three months back there was a trade deal agreed and it’s already been revoked because that deal capped tariffs for EU.
Not sure why nations even bother negotiating. Any deal is valid until next threat
Lack of strength, or, alternatively, balls.
Naïveté shouldn’t come into it, as AI is pretty clear on it:
Based on analysis from political scientists, psychologists, and trade experts, Donald Trump’s propensity to abandon or renegotiate agreements—such as tariffs with the EU, Canada, or Mexico—months or years after they were made is driven by a combination of specific personality traits, including extreme transactionalism, high impulsivity, deep-seated distrust of partners, and a narcissistic need to dominate negotiations.
Also a lack of preparation. Many/most/all have been caught off guard. Negociating is a way to buy time, develop other trade deals and give their industries time to find other markets.
For example, promises to invest in the US don’t have to be kept. At worst, the deal falls out when Trump realises the investments aren’t coming and he imposes bigger tariffs instead of the already too high to trade ones he was proposing in the first place. In that context, any period of time with lower tariffs is a win.
