Anonymous cia.gov 3w

I’ve got silver call options with a decent bit of time to expiry rn and holy shit i might be a rich man

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Anonymous OP 3w

Yeah I’ve pulled almost entirely out of the market with the exception of some defense stocks and mostly investing in commodities right now.

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Anonymous cia.gov 3w

The worst part is that from a trade perspective, the only NATO members that will really feel anything are gonna be France, Italy, and now a bit more Germany with the defense outsourcing (maybe Turkey too). The rest don’t export significantly to the US and actually buy a ton of defense equipment

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Anonymous OP 3w

Also to add there’s been an increased drive to home source defense equipment within the EU. I mostly invested in European defense companies like BAE, Saab, and Rheinmetall

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Anonymous cia.gov 3w

Prolly gonna sell those in a week or two, bought them around the same time last year

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