Core Viewpoint - The article discusses the implications of recent geopolitical events, particularly regarding Ukraine, frozen Russian assets, and a new German defense package, on investment opportunities in the defense sector, specifically through the Global X Defense Tech ETF (SHLD) [1]. Group 1: Economic Context - The author emphasizes the importance of connecting macroeconomic dynamics with company-level valuation to identify long-term investment opportunities [1]. - The current geopolitical climate, especially the situation in Ukraine, is influencing defense spending and investment strategies [1]. Group 2: Investment Strategy - The investment approach highlighted focuses on deep value and long-term perspectives, particularly in underfollowed companies and structural stories within leading firms [1]. - The author’s experience in Argentina provides insights into complex market dynamics, which can be beneficial for analyzing both local and broader market trends [1].