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# Market Themes (dynamics) (eventually separate into current and future?)
+- LONG POAHY -Euro rearmement bet
+If Germany truly intends to build the "strongest conventional army in Europe" with €650B over 5 years, there is no path to achieve this without Volkswagen Group's manufacturing capacity
+
I have to start having hard stop loses, I have to tell myself NEVER NEVER CAN I BE DOWN 11% in a position after 1 day in a trade...