Others of interest:
Heidelberg materials (building materials)
Bilfinger (industrial construction)
Siemens (infrastructure)

I think this year it makes sense to be be overweight Europe and underweight US

What I'm invested in right now:
Vossloh (rail technology)
Jungheinrich (logsitics)
Knorr Bremse (also rail)
Bechtle (IT)
Hypoport (real estate)
All up >10% today.

Scott Bessent is a very clever man. For now, perfect time to buy the dip 😀

Ah sorry might be oaks actually. context.cookies.set ... { secure: true } gives me a "Cannot send secure cookie over unencrypted connection" and in the console context.request.secure was false but just found github.com/oakserver/oa... which might help

That's why I don't use any models, too complicated for me 🤣