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Greenlight Capital's Einhorn Is Net Long Europe, Neutral on US

Greenlight Capital's Einhorn Is Net Long Europe, Neutral on US

Bloomberg28-05-2025
Greenlight Capital Inc. founder David Einhorn is long Europe, particularly the region's industrials, after seeing tailwinds from government stimulus efforts, falling global energy prices and the prospect of a peace deal in Ukraine.
Einhorn is also wary of America's ability to accept pain when it comes to a trade war with China, because 'no one seems to be interested in empty shelves,' he said in an interview at the Sohn conference in Montreal on Wednesday. But China's technological sophistication, its cheaper labor and the fact that it's long been preparing for economic conflict with the US means America should 'be prepared to be punched in the face.'
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