The inevitable war with the USA

CNN

https://www.cnn.com › 2026 › 01 › 21 › politics › scott-bessent-denmark-us-investment

Treasury Secretary Bessent says Denmark and its investment in the US ...
2 dagen geledenTreasury Secretary Scott Bessent on Wednesday offered some biting words about Denmark, which maintains territorial control over Greenland, after the European country's pension fund announced it ...


One of the largest pension funds in the world, the Dutch ABP, has secretly been selling US bonds, and not a few millions like the Scandinavian ones, but in the billions. This marks a rather huge policy change, away from US $ related investments, one which will be the same among the other Dutch pension funds.
https://nltimes.nl/2026/01/23/dutch-pension-fund-abps-us-state-bonds-dropped-eu10-billion-six-months

I've been on the Board of a pension fund and generally speaking they have the same risks assesments, so this isnot only done by the ABP.
In that Board I worked together with the CEO of the second fund in the list and I can tell you, when these guys talk in Davos to other investors/pension funds, people pay attention.

 

Took a look on the current fleet of aircraft carriers of the USA.
https://www.slashgear.com/1626420/us-navy-aircraft-carrier-list/
There are 11 used today and one built/being finished?
Total in the world seems to be 47, but I guess the US ones are the most advanced.
However I saw in the list several of those 11 mentioned of being retired in the coming years.
Are there new ones being built to replace them?

 

Yeah, and looking in the news on tv on the weather conditions, Greenland decided to invade the USA

 

Anyway, it's not only several states that go into the cold.
The US $ is collapsing.
The rate went down to 1$ for 0.9538, which for Technical chart readers is through the support level of 0.96!
I already warned about the mocking of the Danish and Swedish pensionfunds selling US bonds by that treasury dep guy, that the biggest European pensionfund, the Dutch ABP, (and in that wake the other big Dutch pension funds too) has been selling billions of those, which also means abandoned buying them.
Normally in times of high international tensions the flight is into US$ related assets, especially bonds. This time it's the opposite, a flight out of them.
Put on the table a rapid rising debt too and the need to finance that in the market, while the Dutch are selling, ....

 

Good luck with keeping interest rates low, while US debt is at records and the treasury bonds are being sold, not bought.

 

Real Investment Advice
https://realinvestmentadvice.com › resources › blog › a-third-of-us-debt-matures-in-2026

A Third Of US Debt Matures In 2026 - RIA
12 dec 2025A third of the approximately $30 trillion in US Treasury debt equates to $10 trillion in Treasury bonds maturing next year. Thus, whether measured as a percentage (a third of all debt) or by the notional amount ($10 trillion), the Treasury's refunding task seems daunting.


The interest to be paid on the debt was almost a trillion(970 billion) in 2025.
Expectations in februari last year were:

Interest on the Debt to Grow Past $1 Trillion Next Year
6 feb 2025 Interest will rise from $881 billion in FY 2024 to $1 trillion in FY 2026 before climbing further to nearly $1.8 trillion in 2035. Interest on the debt is already larger than spending on Medicare and national defense - it is second only to Social Security.

But this was before the brilliant orange man decided to get into a fight with the continent that holds the largest part of the US debt, and before the large (actually huge) Dutch pension funds secretly were divesting their exposure to US treasury bonds.

 

Rubio in his speech this morning talked about a shared civilization and the USA wants to build a new one with Europe.
In fact his speech was the same as Vance's one, but without the insulting manner and content.

Got a message for MAGA and Rubio....that new western civilization you talk about and we see on the news with it's brutality unleashed on the people in the USA....We had a try of that stuff in the 1920ies till 1945.......and we say to you NO THANKS and fock off to your 4th reich.

 

39686

Whoa,

https://nltimes.nl/2025/08/19/dutch...s-defense-companies-grow-tenfold-25-years-dnb

 

40208

If there are still people, believing post trump a return to the old ways is still possible, this is what an Eurocommissioner said:
The break with the US is permanent, thinks European Commissioner Wopke Hoekstra: 'We have suffered major damage'

 

The American people by electing trvmp 1.0 were fooled once and they managed to be fooled twice by electing trvmp 2.0.

Expecting that from us is a bit silly.