The British FTSE100 will outperform the S&P500 untill the end of Trump

Pretty much the title. JPMorgan and the likes had estimated that the S&P500 would outperform equivalent European indices, such as Britain's FTSE100. That said, in the name of a bet, I am betting that they are wrong, and here is why: 1. Long Term Stability European political parties have pulled inwards in the wake of the Greenland debacle. Both the UK's and France's populist parties have denounced Trump's approach, suggesting a change in approach, and that if these parties do win power, they will be less extreme than Trump (although that is not hard.) 2. Rule of Law Europe is infamously over regulated, but it does mean you know what you get, without dramatic changes to the domestic market. 2. AI Bubble Exposure \*If\* there is a bubble, and it does pop this year, then European stock indices exposed to potential downsized risk. Obviously, if AI stocks do go on a bull run then Europe misses out on the other side. 3. A different offering - Defence & Mining The FTSE100 has a good range of European defence stocks and mining. On defence, every single time Trump says...anything... Europe postures closer to home. This boosts these stocks. Check BAE Systems and Rolls Royce. On mining, again, any time Trump says anything, if it raises uncertainty and/or weakens the US dollar, London's mining stocks do well. 4. Trumpism Your stocks will be insulated from Trump's degrading mental health: \-You are not going to have your stock's key product banned overnight (wind turbines) \-Or key manufaturing components tariffed (Canada's automotive imputs) \-Nor will you be caught on the wrong side of one of their more apparently government back pump and dumps. TLDR; I am bullish on Europe, because Trumps degrading of American assets is either directly benefiting the Europeans, or scaring the Europeans into action.