Zortix matched this thesis to Defense & aerospace ETFs as one way for retail investors to get exposure. Not a recommendation.
Barbell trade: Quality and emerging markets
The favored trade presented was a barbell of owning quality stocks for defense and emerging markets to play Fed accommodation and a weaker dollar.
Sign in to read the full idea
The argument, what validates it, the risks discussed and hearing it from the source are for signed-in members. Free accounts read 3 ideas in full a day. No card required.