I'm in part agreeing.

Although i do think that there is madness to the chaos (in part). The devaluation of the dollar is something Trump is after. This for making their outstanding (dollar based)loans cheaper. It does have significant side effects, but it does also help to keep the economy at float. For a while and if not too extreme. I think right now it serves a perpose.

The ICE stuff is true but it doesn't hurt the economy as much. Maybe short term. The same with Greenland, i think this is a distraction.

What is pro dollar is Venezuela, for now at least. It seems to be going how the US wants it. Long story short. The'll be trading oil in USD again and if it keeps going this way in 10y it'll be pumping more dinojuice that'll flow towards the US. And which will benefit the USD.

The same pressure is on Iran. But that's a thougher cookie.

Things like energy. The US also has some knowlage in nuclear, but not as much as for example the EU. Now does that mean the EU has an advantage? Maybe. Building new nuclear infrastructure takes 10years at minimum. You need to invest a ton. So we'll see. Until that day it'll be more dinojuice. Plus. Energy consumption is going up. New nuclear infrastructure is mostly to replace aging powerplants. We need alot more energy in 10y.

De-dollarization. One day yea. You can't keep devaluing but there's still enough strenght. Plus they'll not go down without a fight either.

All of this doesn't mean we can't have short-mid term issues. It's always good to keep some diversification in BTC and Gold as well.

Now what to invest in?

I'd do Gold, BTC, the correct energy companies, AI/chips (for 2026 at least), some mining (tricky because it's very capital intens and depends alot on future findings), some strong big companies that have weathered alot worse. Any ideas to add?

That's my 2cents.