WEF-Davos 2026

Comments

• yogibearbull

  January 19

  News is that Denmark is skipping/boycotting WEF 2026 to avoid accidental encounters with US.
• rforno

  January 19

  Prepare for major market volatility the day he speaks....if his screeds to NATO, Denmark, and Norway are any indication of things to come.
• Anna

  January 19

  I imagine it is a geopolitical situation that no one knows quite what to predict including market responses. One can forecast probabilities based on some sort of assumptions, but those forecasts would, IMO, lack a well-developed model.
• yogibearbull

  January 19

  Trump's speech at Davos is on 1/21/26, 2pm (Davos) for 30-45 min - that's starting 7am (Central), 8am (Eastern).
• Crash

  January 19

  6 a.m. Hawaii Time, because we never change the clocks. Geez, what a shame, I'll miss it. LOL.
  Surely, it's clear to the world's leaders who will be at Davos that they are dealing with a crazy-ass child when it comes to the US Prez. It's abhorrent just to think that he occupies that position.
• Sven

  9:49AM

  Stock market across the globe fell today while the precious metals spike significantly. Libration Day 2?
  https://finviz.com/futures.ashx
  
  
• rforno

  12:50PM edited 12:50PM

  Sven said:

  Stock market across the globe fell today while the precious metals spike significantly. Libration Day 2?
  https://finviz.com/futures.ashx
  
  

  So much winning...
  
  Relatedly, down is up, winning is losing, and we've always been at war with Eastasia.
• hank

  1:19PM edited 2:21PM

  d
  
  None of this is funny. There are numerous reports today that Canada is running military exercises to deal with a potential U.S. invasion.
  
• JD_co

  2:08PM

  So, not the usual TACO routine? C'mon, we don't need NATO or anybody else. When will we finally have boots on the ground at Greenland?
  
  Shrug it off, Mr. Market. "It's all going to be fine."
  
  Or not.
• Sven

  2:26PM edited 2:42PM

  EU has been prepared for this conflict. They have designed a “trade "bazooka" known as the anti-coercion instrument, which would allow the EU to severely retaliate against many US sectors including technology that do business with Europe. We will see how effective this unified instrument work out.
  https://msn.com/en-us/news/world/europe-may-have-reached-its-breaking-point-with-trump-over-greenland-tariffs/ar-AA1UspVk
  
  We have seen this before.on February 2025 that resulted in several TACO trades. Got nowhere with China. This may be another round of downturn in 2026, except the deficit has ballooned higher and inflation is far from being contained.
  
  Several steps that EU should be taking:
  1. Stop buying US treasury. China has fell to the largest treasury holder to #2 in 2025.
  2. Ask to be pay in Euro instead of dollar.
• rforno

  3:15PM edited 3:15PM

  Canada's Mark Carney's speech at Davos is ... scathing and spot-on (imo).
  
  https://globalnews.ca/news/11620877/carney-davos-wef-speech-transcript/
• Crash

  4:05PM

  Just read the Carney speech. No nonsense, direct. Marvelous.
• a2z

  4:59PM

  
  carney speech : A+
  carney on tough Q&A : B-
  
  so this is what a leadership sounds like when one actually comprehends the topic.
  amazing how far behind america has fallen...is trump even the same species ?
  
  
• Mark

  5:08PM

  Direct, purposeful, no nonsense. I like it.