Apr. 2 at 3:58 AM
$SPY $VT $VXUS $DIA $UURAF
Well, that's it. In 2-3 months, European industry is going to get slammed by the biggest energy crisis in 50 years. What's the plan? They don't have one. They will never accept Russian oil/gas, neither will Australia, and now with the Gulf/infrastructure production handicapped, that means more US oil/LNG.
Bookings Holdings, Autodesk, Cooper Cos., and any other companies with heavy exposure to Europe /European consumers, as well as European airlines--not looking great tonight.