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I mentioned we could see negative effects as a result of the NOVO destruction. Ørsted now reportedly releasing numbers they’re in a deep hole.

Down 27%.

The next 6-12 months of econometrics in Denmark will be interesting to follow. Of course all of these could massively rebound, tho, I exercise a great deal of doubt this will happen fast. It’s a singularity capitulation event in a society that is greatly depressed on high-earning tech business structure. Yellow flags here. Not saying it will become the next Greece or Spain, but “One way or the other”, President Trump said.

Aug 11
at
10:09 AM
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