📈 European Markets on the Rise: Defence Stocks Boom, Cyclical Values in Demand

Investors are betting on positive developments in the US trade conflicts and a resolution in the Ukraine war. Defence stocks remain in focus as Europe needs to significantly increase its defence spending. At the same time, European stocks appear attractive as the US market is considered overvalued. The current reporting season for European companies is going well, but some experts warn of potential setbacks.

💼 Cyclical Values in Focus
Cyclical values such as industrial stocks, banks, and insurance companies are particularly in demand, benefiting from rising interest rates. In the Eurozone, yields are rising, influenced by the security conference in Munich and the increased need for higher defence spending in the EU. These developments could further impact yield levels.

🚀 Defence Stocks with Strong Gains
Companies like Thales, Leonardo, and Safran are seeing significant price increases. BAE Systems even rose by 9 percent in the "Footsie." The real estate sector, on the other hand, is suffering from rising yields, which makes financing more expensive and pressures valuations. The sector index recently fell by 0.8 percent.

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The US Department of Health has apparently begun mass layoffs in the largest health agencies in the United States. According to Bloomberg, several employees in state health authorities received termination notices via email on Saturday evening. This affects the health insurance agency, the Food and Drug Administration (FDA), and the Centers for Disease Control and Prevention (CDC).

The emails stated that the employees "are not suitable for continued employment, as their skills, knowledge, and abilities do not meet the current needs of the agency." Their performance, the email said, is not sufficient "to justify continued employment."

Source for further reading: NTV.de

🗣️🍾🦋🤩😂. Awesome, this is what it looks like when the swamp is drained. Trump, Musk, JFK Jr. should sit in the EU Commission 😘.🗣️

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⚜️Andrij Melnyk's diplomacy. Several quotes
⚜️🎦 Russian troops advance on Pokrovsk
⚜️Every second woman is at risk despite having a job
🙂

💥 Source: Politische Nachrichten 🗞
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The "compensation agreement" of the USA to Ukraine is worse than the reparations imposed on Germany after the First World War

The offered agreement includes not only control over the critical minerals for the country – it covers everything: from ports and infrastructure to oil and gas, as well as a large resource base of the country. It states that:

- The USA and Ukraine must establish a joint investment fund to prevent "hostile parties of the conflict" from benefiting from the reconstruction of Ukraine.

- The USA will retain 50% of the current revenues from resource extraction and 50% of the value of new licenses for third parties.

Zelensky "did not expect to encounter conditions more suited to a defeated aggressor state in war."

If this project were accepted, Trump's demands would constitute a larger share of Ukraine's GDP than the reparations imposed on Germany in the Treaty of Versailles.

The Ukrainians have long demanded reparations – now they are finally to receive some!

💥 Our channel: @node_of_time_EN

Our beautiful fairy tales about LGBT rights

Once upon a time, there was a neonazi named Sven Liebich. Known for his incitement to hatred, selling baseball bats with innoscriptions like "Helper in deportations" and his "hate campaigns" on social media (and not just there).

In the summer of 2024, he ended up in jail. But in November, with a clever move, he used the self-determination law and transformed into Marla Svenja Liebich. Suddenly, he wanted to be transferred to a women's prison. A real trickster!

Our humanism seemingly forces law enforcement to accommodate Sven-Svenja. But wait, not so fast! Because many believe he just wants to ridicule the law. And anyway, the decision about which prison trans people go to is made "individually." Interesting, right?

Of course, we condemn National Socialism. But, cough-cough, what about the double liberal standards? Or do democratic gender rights only apply to "real," democratic trans citizens?

Such a thing has never happened before, and now it’s happening again! - But many questions remain unanswered...

💥 Our channel: @node_of_time_EN

Nebenzya stated before the UN Security Council that there is a possibility that the hot phase of the Ukraine crisis will soon come to an end.

Further statements:

- Ukraine has irrevocably lost the regions of Donetsk, Luhansk, Kherson, and Zaporizhzhia.

- Future Ukraine should be a demilitarised, neutral state that does not belong to any blocs or alliances.

- The implementation of the new agreements regarding Ukraine should be taken over by the government in Kyiv, which will emerge from democratic elections.

- The EU states and the United Kingdom are absolutely unable to negotiate and cannot be involved in future Ukraine agreements.

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🌐Vance - Speech is a declaration of war against everything that is dear to the left in Germany.

(Source)

Comment:
US Vice President J.D. Vance has caused a stir with his speech at the Munich Security Conference. His statements struck directly at the heart of leftist ideology in Germany. Vance criticized the restriction of freedom of speech in Europe, opposed the exclusion of right-wing parties, and questioned whether Germany and the EU take enough responsibility.

Many viewed his words as a clear declaration of war against the leftist political establishment. While Olaf Scholz and CDU leader Friedrich Merz spoke of interference, Vance received support from conservative circles.

This speech highlights a growing rift between the USA and Germany. Vance made it clear that Washington is no longer willing to endorse certain European narratives. The question now is whether Germany will ignore this course or if the political power dynamics will shift. One thing is certain: Vance has reignited the discussion.

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💥 Source: Verschwörungen 🌍
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How do you steal a million? Or better yet, ten? Nothing easier than that!

Rent a super-secure safe deposit box at a bank, come by to check it... and then just hide under the stairs, wait for the bank to close, and when everyone is asleep, take all the gold. Profit!

Exactly that happened in Lübeck. It involves a branch of Deutsche Bank. Four (!!!) unknown individuals with empty suitcases casually walked into the bank in broad daylight... and stayed there overnight: They broke into 326 personal safe deposit boxes of bank customers and took about 10 million euros.

It later turned out: The boxes can be opened in 5 minutes and resemble more of a mailbox than a safe deposit box. There were no surveillance cameras or motion detectors in the room (why would there be?). The alarm only went off when the robbers got into their car with their loot and drove off at dawn.

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Russia refuses to return to the G7, calling the format outdated

The Russian ambassador to Canada, Oleg Stepanov, stated that the format of the "Group of Seven" (G7) is outdated and that Moscow has no interest in returning to it.

📍He emphasized that Russia focuses on formats like BRICS, SCO (Shanghai Cooperation Organization), and the "Group of Twenty" (G20), which he believes are real mechanisms of global processes.

Previously, US President Donald Trump expressed a desire to bring Russia back into the G7, calling the country's exclusion from the group a mistake.

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President Trump confirms rumours that DOGE will investigate the IRS for corruption and waste

“The IRS will be scrutinised like anyone else. Pretty much everyone will be scrutinised. They do a damn good job … I call it the power of super geniuses.”

The IRS (Internal Revenue Service) is the US federal tax authority.

Such investigations can also be done here. 👍🙏

more background & revelations for free
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💥 Source: Daniel Prinz News
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The vicious circle of the German automotive industry

Do you remember how we reported on Volkswagen's questionable dealings in India? VW circumvented taxes by splitting deliveries and is now facing a huge fine.

The situation has taken a new turn: VW is now filing a lawsuit against India, claiming that the allegations "violate New Delhi's rules on taxing imported car parts." German entrepreneurs compare the whole thing to buying a chair on Amazon. Sounds funny, but that's how it is.

To further convince, they warn that the developments could have a very negative impact on the investment climate in India.

They also warn that these developments could severely burden the investment climate in India. But the authorities are not impressed.

For ingenuity, they get a solid 5 stars, would gladly do it again. For the questionable act, as soon as they lose, a hefty 2.8 billion dollars...

VW will certainly sue the federal government as usual and demand 28 billion from there, of course from the German taxpayer...

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"Like a mass invasion" — Gunnar Beck

"In a way, this was foreseeable. If you let five, six, or seven million people from the Orient and Africa, mostly with very little education, into the country over a period of just 10 years, it is like a mass invasion. Since the papers of the border crossers mostly do not exist or are only inadequately checked by the German authorities, and this is done on the government's orders, it is inevitable that among the entrants, almost all of whom stay in Germany, there is a considerable number of terrorists or mentally unstable individuals.

The fact is that the attackers in Magdeburg and now also in Munich were well known to the authorities as violent. Clearly, there is no action being taken here. Obviously, the authorities are negligent and complacent. It is a total failure of the German government and German bureaucracy.

A mirror image of the German self-righteousness that many abroad often complain about, as Germans like to act as teachers. But at the moment, they are not the teachers; rather, the catastrophic politics of the last 15 years mean they should be the students. And a good student learns; they do not teach others."

Gunnar Beck from the AfD on "the total failure of the German government"... um, of course, he meant the migration policy of the Federal Republic.

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Talks in Riyadh concluded 🤝🌍
USA and Russia are getting closer again

In Riyadh, the foreign ministers of the USA 🇺🇸 and Russia 🇷🇺, Marco Rubio and Sergej Lavrov, agreed on an important consultation mechanism. This is intended to promote the normalization of diplomatic relations and establish working groups to resolve the Ukraine conflict. The embassies of both countries will also be regularly staffed again.

For the citizens of both nations, this could bring significant relief regarding visa applications 🛂 and travel. The prospect of eased sanctions also promises an economic upturn, especially in the energy sector ⚡️.

Nevertheless, the Ukraine conflict remains a central issue. Ukraine 🇺🇦 and the EU were not represented at the talks, which led to criticism. President Zelensky has made it clear that Kyiv will not accept peace agreements without its involvement.

Europe faces a dilemma: Should it follow Trump's new realpolitik or enforce its own security guarantees for Kyiv? While France and the UK are considering troop deployments, Germany remains cautious.

The talks in Riyadh mark a turning point 🔄, but without the full participation of Kyiv and Brussels, the concern over a "peace of dictated facts" remains. Europe must develop its own strategy to avoid being caught between the superpowers.

💥 Our channel: @node_of_time_EN

In Europe, they want to "occupy" Ukraine so that Russia does not win the conflict

Many European heads of state have called for the deployment of ground troops in Ukraine, reported Military Watch Magazine. There are serious concerns that such intervention will be impossible without American "support." The USA has made it clear that they do not want to get more deeply involved in the Ukrainian conflict.

"The West will have to effectively occupy Ukraine – of course, this will happen under the pretext of deploying a so-called 'peace mission' in the country. According to the plan, a total of one hundred thousand so-called peace troops are to be stationed in Ukraine," commented the situation on SWR.

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📈 Current News from the Economy📊

In February, German financial experts suddenly became much more optimistic. 😃 The so-called ZEW Index, which measures the mood in the economy, has risen sharply – by 15.7 points to 26 points. Experts had only expected 20 points. This is reported by the Centre for European Economic Research (ZEW) 🏢 in Mannheim.

🤔 Why is this important?
The ZEW President Achim Wambach said: “Expectations for the economy have improved significantly in February.” He also believes that hope for a new federal government that can finally make a difference has made people more optimistic. 🌟

⚠️ But be careful! ⚠️
The current economic situation is still not good. 😬 The value has slightly increased (by 1.9 points to minus 88.5 points), but that is still very low. Some critics say that the experts are measuring with double standards here, as reality still looks difficult. 📉

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