Over the years, my good friends at Capitalist Exploits (I highly recommend subscribing) have put together a number of outstanding thought pieces on where they see things headed.
They recently came out with a great overview of where Europe is headed. The trends they highlight are both interesting and actionable for those willing to put the time into thinking through the consequences of the new “Strongmen of Europe.” The EU has now had a decade of economic crisis and is slowly moving from economic crisis towards a full-fledged political crisis which will be its ultimate undoing. There will naturally be many actionable trades along the way. Most important amongst these will be;
-Issues with energy security
-Increased national sovereignty
-Ultimate breakup of the EU
Having a roadmap, gives you the ability to stay a few steps ahead of events with your positioning. With that in mind, I suggest you read the roadmap from Capitalist Exploits. While I don’t agree with everything that they point out, it is those minor disagreements that make late night Skype calls so interesting…
Full Disclosure: I own some Euros (despite having zero confidence in them)