Author is bullish on the FTSE 100 versus the S&P 500 until the end of Trump, citing European stability, rule of law, lower AI-bubble exposure, defence/mining strength, and insulation from Trump policy shocks.
Unpriced research observations (excluded from Calls and Returns):
UKX — LONG Author argues the FTSE 100 will outperform the S&P 500 until the end of Trump, citing European political stability, rule of law, reduced AI-bubble exposure, and insulation from Trump-driven policy shocks. The mechanism is that Trump's actions either directly benefit European defence/mining or scare Europe into fiscal and defence self-reliance, while European markets avoid sudden US-style bans and tariffs. The stated risk is that if AI stocks go on a bull run, Europe misses out on the upside. Exact non-equity contract requires separate historical validation; no generic proxy.
The British FTSE100 will outperform the S&P500 untill the end of Trump