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Strategies & Market Trends : The Financial Collapse of 2001 Unwinding

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To: E_K_S who wrote (13520)6/11/2025 9:33:48 AM
From: elmatador   of 13775
 
Blackstone group Stephen Schwarzman announced $500bn in 10 years.

Apollo president Jim Zelter said earlier this month it planned to invest as much as $100bn in Germany over the next decade. What is going on? Europe needs investment in modernization of its infrastructure. Its infrastructure rebuilt after WWII needs to be modernized. For example: Repairing and maintaining Germany's autobahns and connecting bridges costs the country around €5 billion per year.

What we are seeing is a Private Capital mini-Marshall Plan.

What did change for Private Capital to go fund Europe? De-Gretization. Europe's no-growth policies are being thrown on the dustbin as we speak.

ESG falling fast out of favor.

Don't expect Greta Thunberg to be talking in the EU parliament soon/ In fact Greta metamorphosed into a political activist

Nuclear coming with a band and these European governments need to cut the red tape.

Europe need to improve its infrastructure fast. a parties right of the center are pointing the underinvestment infrastructure as evidence of ‘state failure’

Europeans saw de-growth and they didn't like it. “We are seeing signs of change now in Europe,” said Schwarzman. “European leaders are generally becoming more sensitive to the fact that their growth rates over the past decade have been quite low and it’s not sustainable for them.
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