Subject: Re: Berkshire and Tariffs
So the only way to move in that direction is by outright force. Might as well be clear about it.

I'm a bit unclear about what you meant, were you referring to attempting to take Greenland by force, and perhaps Panama and Canada?
Monaco is probably safe, but the inmates are running the asylum, and you got nice beachfront property there, shame if someting happened to it, know wadda I mean?

I've narrowed my list of ex-U.S. defense contractors, available via ADR, to the following for further analysis.

BAE Systems plc BAESY (England)
Thales.S.A THLLY (France)
Leonardo S.p.a. FINMY (Italy)

BAESY is the most prominent, but apparently has large U.S. contracts so that complicates things, while THLLY and FINMY are apparently much less exposed to U.S. contracting. I say "apparently" because I never trust chatGPT until I manually verify what it says with a reference. I don't know if this direction will pan out, but the thesis is that defense contracting within EU and NATO/ex-US using non-U.S. companies will increase rather sharply.