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Here are the holdings in the market-beating 'sleep at night' fund of a Wall Street permabear
Yahoo Finance· 2025-10-08 01:50
David Rosenberg said his "sleep at night" portfolio outperformed the S&P 500 this year. The top economist and permabear said he constructed the fund in 2023 to test his macro views. His firm is in the process of rolling out the fund as a publicly listed ETF. David Rosenberg has a question for his critics: Does a so-called "perma-bear" make investors money? He also has an answer. The top economist and Rosenberg Research founder — who's known for making persistently bearish calls on the US economy an ...
SHLD: Staggering Return On Unprecedented Demand Is Likely To Continue, Strong Buy
Seeking Alpha· 2025-09-23 10:58
The Global X Defense Tech ETF (NYSEARCA: SHLD ) is soaring at a blistering rate of 80% in the past twelve months, driven by a record financial growth and order backlog. In particular, companies with exposure to defense-related technologies contribute significantlyKomal is passionate about finance and the stock market. She enjoys forecasting future market trends using a fundamental and technical approach with a focus on both short- and long-term horizons. She intends to provide unbiased analysis to assist in ...