SHLD: Defense Spending, Tech Upgrades And Geopolitics Keep Powering The Rally

In August I published my first coverage of the Global X Defense Tech ETF ( SHLD ). Today, four months later, reading the latest news about Ukraine, the use of frozen Russian assets and the new German defense package, among other news, I find thatI’m an economist and independent investor from Argentina. I focus on connecting macroeconomic dynamics with company-level valuation to identify long-term opportunities. Living in Argentina gives me a firsthand view of one of the most complex and dynamic markets, whi ...