1 Min Ago: How Trump’s NATO Exit Just Made Europe a Superpower (And Bankrupted US Defense) | Buffet скачать в хорошем качестве

1 Min Ago: How Trump’s NATO Exit Just Made Europe a Superpower (And Bankrupted US Defense) | Buffet

This analysis argues that the U.S. exit from NATO is being misunderstood as “chaos,” when the real story is a rapid transfer of structural power. Markets signaled preparedness, not panic: European defense stocks dipped briefly, then recovered, suggesting Europe had planned for this for years. Within 72 hours, Europe unveiled a $2 trillion European Defense Union and expanded it to key partners—Canada, Japan, South Korea, Australia, and Norway—creating a self-sufficient defense and industrial ecosystem built around European standards, financing, and supply chains. The fallout is major for U.S. defense contractors, who risk losing decades of European procurement as interoperability rules shift from Washington to Brussels. The analysis also warns of spillover into tech, with Europe accelerating a “sovereign” AI/cloud/security stack that could divert government and defense-adjacent contracts away from U.S. firms. Longer term, the dollar may face gradual pressure as security-driven demand for USD reserves weakens and the euro gains “hard power” credibility through Euro-denominated defense spending. Bottom line: this isn’t just a political headline—it’s a multipolar reset that reshapes defense, technology, currencies, and global capital flows. Investors who recognize the shift early may position for European defense, industrial metals/commodities, and changing FX trends as the new power architecture takes shape. #buffettinsight #warrenbuffett #nato #geopolitics #globalmarkets #defensespending #stockmarket #uspolitics