Global Opportunities Beyond the Radar

Gold or Tech? Your Portfolio Pick for the Coming Crisis

 

Global markets thrive on stable, positive trade outlooks. The level of tensions we’re looking at with China threaten that. In particular, we could soon see higher prices for manufactured goods. As many countries reduce their exposure to Chinese supply chains.

Here are some of the mid-range implications:

Here’s what I’m doing as an investor to position:

Most tech stocks are still, in my view, very expensive.

But there is one tech stock in which I see both value and upside…

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