If I was a business owner or an entrepreneur operating anywhere in the world, I would seriously consider moving my business to Sweden. If I was an average independent guy who wanted to get away from social unrest where the only thing you are allowed to do without threat of imprisonment or fines is protest race issues and riot, I would seriously consider moving to Sweden. If I were a homeless vagrant who wanted a calmer, more sane place to panhandle in peace with more outdoor traffic because people are allowed to live like human beings, I would save up my guitar case money and buy a ticket to Sweden.

And if I were an investor looking to make an actual return on my money and I knew I needed, like, economic activity to accomplish that, one of the first places I would look to invest would be Sweden. I’ve been pounding the table here since 2018 to invest in Swedish gaming companies, particularly Betsson and NetEnt. With NetEnt, my thesis was that its massive decline from 2016 was not being reflected in its bottom line. Perhaps it was overvalued at its peak, but it was still a good, conservative but ambitious company with great finances, low debt, and fun, colorful and unique gaming products. The decline had to simply be a transition in the stock from momentum growth to stable income pick, exacerbated by regulatory attacks from the Swedish government and extreme bullish momentum until 2016.

I guess it wasn’t just me. Evolution Gaming came to the same conclusion, and helped push NetEnt shares right back up to all time highs in a generous offer for the company. Recovery took all of three months encompassing a 472% move. At some point, reality always kicks in. Evolution realized the company was worth buying, and made its move. The question is, why now, specifically in the middle of a global economic shutdown?

The answer, I believe, is just common sense. Essentially, where else are major business deals going to go down now except in one of the only industrialized countries in the world where normal human interaction is actually legal?