While the Nasdaq crashed 6% in a single day, European stocks barely moved, and in 2026, Europe's STOXX 600 is actually beating the S&P 500. In this video, we break down why: Europe is far less exposed to the AI bubble, trades at a ~30% valuation discount, and has untapped growth potential through the Single Market, the Capital Markets Union and Eurobonds, with €10 trillion in European savings just sitting in bank accounts. So is it finally time to invest in Europe or will we waste this moment like we wasted the Draghi Report?


If you want to look at it on youtube: https://www.youtube.com/watch?v=Rr0RoXuUsCE

Also, title slightly edited to remove clickbait.

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[–] 12 points 19 hours ago (2 children)

I moved my life savings to a European ETF when Trump entered the picture mostly because I think it's unethical to support the US.

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  • [–] 24 points 1 day ago (4 children)

    It is always good to invest in your home country and continent. Sending your resources far away, might give you individual and short term gains, but you will always pay the price of not investing where you live.

    Europe is actually a great place to live, lets not waste it for a few pieces of worthless printed paper or numbers in a computer, that the other side can create at will at no cost.

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  • [–] 10 points 23 hours ago* (3 children)

    Counterpoint: Investing in the country where you live, earn wages and are dependent on social security and the general financial stability of the region, does not support diversification. So from a pure investment perspective it would be wiser to diversify geographically.

    In general, I agree with your sentiment.

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  • [–] 3 points 20 hours ago* (2 children)

    Counter-counterpoint: to some (small, but non-zero) extent, you want that lack of diversification, because (in terms of the broad market index) the investments are likely to move in the same direction as your region's economy as a whole (or in other words, to at least "keep up" with your standard of living, for better or worse). If all of your investments are foreign, you end up overexposed to things like currency exchange risk.

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  • [–] 1 point 19 hours ago* (1 child)

    Yes, I meant geographical diversification as in including foreign markets, not exclusively.

    you want that lack of diversification

    If all of your investments are foreign, you end up overexposed

    I don't really understand, don't these two contradict themselves? To make it clear, I am against exclusively investing in the same region as you earn your wage, simply put.

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  • [–] 1 point 19 hours ago*

    What I'm saying is that some home bias or portfolio "tilt" isn't bad, because that's the market your spending is exposed to and so you want your investments to follow along, at least a little.

    Most people err in the opposite direction, of way too much home bias. I'm just being a contrarian warning about overcorrecting.

    Concrete example (with numbers from here): "European investors hold 80%+ local equities, even though Europe represents only 20% of global market cap." What I'm saying is that holding maybe 25% local equities instead of 20% is still okay.

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  • [–] 6 points 23 hours ago*

    European stocks have been doing well over the last few years, for instance the German DAX. In addition, a lot of money is flowing from the USA into German companies; hundreds of very exciting startups in the area of Defence and industrial AI, same seems true for Netherlands, Scandinavia; investors with deep pockets flock into that market. If you do not live in Europe, you could look at an ETF around European value stocks (ASML, SAP, Leonardo, Airbus, Rheinmetall, Thalis, the big Pharmas Novartis, Roche, AZ…) or find a more speculative ETF containing ai / defense startups. Having said that, investors may be too late to the game… the institutional investors started buying when the market was low, not sure how long that will last; no overheating in sight, but the big invest profits may slow down.

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  • [–] 3 points 20 hours ago

    I'm not sure about the untapped part of Single Market. Energy transition is probably the biggest growth opportunity in Europe

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  • [–] 3 points 22 hours ago

    My european ETFs in euros are far more stable than the american ones in usd.

    I'd rather put my money on reliable investments in our own economy and get a slow growth than throw it on the AI casino, uh... I mean the SP500.

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  • [–] 2 points 1 day ago (7 children)

    I am European and I don't think so. Even in the good scenarios where Europe is a beacon of freedom and ethics I believe that the financial system won't be kind to us.

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  • [–] 6 points 1 day ago (6 children)

    Can you explain the "won't be kind to us" part?

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  • [–] 8 points 1 day ago* (2 children)

    Europeans are born with about 1000 kg of pessimism on their backs.

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  • [–] 2 points 1 day ago (2 children)

    Like will either complete gut any safety nets etc and turn us into USA 2.0 with huge wealth divide or just not invest at all because they can't extract enough money.

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