EUAD: Entering A NATO Super Cycle

I have been a Rheinmetall ( OTCPK:RNMBY ) shareholder since the start of the Ukraine invasion and when Germany’s new government decided to increase the defense budget, I, like many other investors, looked for companies in the sectorExperience is difficult to learn. After 30 plus years of critically analyzing the nuts and bolts of businesses as diverse as airlines, oil, retail, mining to fintech and ecommerce plus the macro, monetary and political drivers. I continue to immensely enjoy learning and applying ...