3 predictions · 1–2 · 33% accuracy
“So this is how this is how South Korea is gonna respond. LG, Samsung, Hyundai, they're gonna substantially curtail any plans for capital investment in The United States.”
M&A · Judgment call · by Sep 12, 2026 (inferred)
“You're gonna see an increase in defense spending coming out of the EU nations, and they're gonna say, you know what? We're not spending it on Northrop Grumman. We're not gonna spend it on Andoril. We're not gonna spend it on Boeing. We're gonna spend it on European defense companies.”
Politics · Judgment call · by Sep 12, 2026 (inferred)
“So the best performing stocks for the last quarter of the year are about to be European defense stocks because of these drones that Putin sent into Polish airspace.”
Markets · Checkable · by Dec 31, 2025
