I'm already starting to load of on EU defence stocks (I thought I'd missed the boat when buying my first load on Friday but apparently not...).
Now there's Republican senators calling for the US to leave NATO, and at this point it seems to be a very strong possibility to me, given that Trump has already threatened to attack another NATO member with Greenland.
Will this just further boost EU defence stocks? Are there other sectors that could benefit?
How would other sectors react? And what would this do for the overall market? I don't think the US market is pricing in anything he says at this point until he actually does it