Europe is about to go through a seismic shift & Bessent probably holds the cards

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I’ll put it simply: Europe as an entity is about to go through a seismic shift.

The incumbent parties made promises they cannot keep, with debt they can barely refinance (let alone payback), to constituencies that are quickly realizing the policy choices made were disastrous.

Take a step back and forget about the rhetoric and moral indignation around Trump and Greenland.

Focus on the realities.

The fiscal situation in countries like France and the UK are horrendous.

The protest parties are becoming the silent majorities despite attempts to suppress dissent and speech.

None of these countries have the luxury of reserve currency status.

Most of these countries have little in the way of geological abundance or vibrant technology centers.

They were loosely smashed together during a period of unipolarity that is quickly coming undone.

They have massively under invested in their own defense instead focusing on a welfare state… and yet other than Germany non of them can even afford that.

And now China is coming for their lunch.

Rocketing up the value-add ladder in areas like chemicals, machinery, autos and pharma.

And don’t even get me started on demographics and difficulty integrating the migrants they would need to sustain their economy long enough to pay the pensions they owe.

I want you to close your eyes and imagine this:

Trump closes America to European exports

Bessent closes all swap lines and dollar liquidity access to European CBs

NATO is disbanded and Trump moves all American soldiers back to the Western Hemisphere

No LNG is exported to Europe. Instead that natural gas is diverted to building American AI

Trump institutes a capital tax on any American stocks held by Europeans.. which Europe is relying on to fund said pensions

America renounces its desire to be the reserve currency and aggressively implements YCC and inflates away foreign held debt

Take a deep breath and really think about what does Europe do if this happened.

What are their cards?

I’ll tell you what happens.

First the French will riot. Macron will be dragged through the streets naked.

Next they’ll come for Starmer.

You’ll see movements towards the right that would make Adolf and Fuentes blush.

You guys don’t seem to understand how close the world is to this happening.

The line is literally one guy. Scott Bessent.

Not Trump… Bessent.

He is the only one who cares deeply enough about saving the world Davos represents.

Everyone else is content with Pax Americana in the Western Hemisphere.

So as you watch all the bullshite being spewed on stage by the europoors I want you to remember what their fiscal house looks like, what has enabled the welfare states that they cherish and how close they are to losing it all.

Winter is coming

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