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Mrtuttle's avatar

These are so great guys; thanks to all of you for putting them out. Only recently subscribed but getting so much value from them.

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Nuño Sempere's avatar

Thanks man

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Blanka Havlickova's avatar

Hi, I am suprised I do not read about Greenland in this report. What do you think what is the chance Trump´s administration would really buy it/occupy it by 2029?

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Vidur Kapur's avatar

Hey, thanks for your comment. In Week 2 of 2025, we gave this a 14% chance: “Forecasters think that a Greenland acquisition by the US, whether by annexation or a compact of free association, is an unlikely but real possibility in Trump’s first term; they give it an aggregate chance of 14% (range 2% to 37%).”

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Nuño Sempere's avatar

Polymarket gives it ~10%; that doesn't seem that off. https://polymarket.com/event/will-trump-acquire-greenland-in-2025?tid=1742849779544

I'm curious whether you see the more alarming versions of this (occupation, NATO fragments) as live possibilities.

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Nuño Sempere's avatar

Edit: Polymarket gives a 10% by eoy 2025, but I see you asked by 2029, which does give it enough time for the wheels of the administration to e.g., do a referendum etc. Maybe 25% then?

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Blanka Havlickova's avatar

I'm trying to make sense of Donald Trump's world, but I’ve failed to predict him many times already. So while I’d say the probability of this is below 50%, I can still imagine him actually going for Greenland. What concerns me most is the potential ripple effect—it could normalize the idea of occupying territory simply because you need it, setting off a dangerous precedent.

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