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David Bianco 5.0 5 ideas

Head of Macro Strategy, Deutsche Bank
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XLK
Technology Select Sector SPDR
Technology, tech hardware, all of tech and most of communications are a place to be because they are driving earnings growth and are less exposed to oil and interest rate risks. Financials, health care, and utilities also have upside or are least exposed to these risks.
AI/Semi  · Apr 21 · YOUTUBE
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LONG HIGH
XLC
Communication Services Select SPDR
Technology, tech hardware, all of tech and most of communications are a place to be because they are driving earnings growth and are less exposed to oil and interest rate risks. Financials, health care, and utilities also have upside or are least exposed to these risks.
Consumer  · Apr 21 · YOUTUBE
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LONG HIGH
XLF
Financial Select Sector SPDR Fund
Technology, tech hardware, all of tech and most of communications are a place to be because they are driving earnings growth and are less exposed to oil and interest rate risks. Financials, health care, and utilities also have upside or are least exposed to these risks.
Fintech  · Apr 21 · YOUTUBE
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LONG HIGH
XLV
Health Care Select Sector SPDR
Technology, tech hardware, all of tech and most of communications are a place to be because they are driving earnings growth and are less exposed to oil and interest rate risks. Financials, health care, and utilities also have upside or are least exposed to these risks.
Healthcare  · Apr 21 · YOUTUBE
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LONG HIGH
Positions
TickerDirEntryP&LDate
XLK LONG $155.48 Apr 21
XLC LONG $117.29 Apr 21
XLF LONG $52.53 Apr 21
XLV LONG $146.26 Apr 21
▶ YouTube Stocks Extend Drop, Trump Extends Iran Ceasefire | The Close 4/21/2026
Favor tech, communications, financials, health care, utilities.
Technology, tech hardware, all of tech and most of communications are a place to be because they are driving earnings growth and are less exposed to oil and interest rate risks. Financials, health care, and utilities also have upside or are least exposed to these risks.
XLK XLC XLF XLV UTILITIES HIGH Bloomberg Markets Apr 21, 22:15
David Bianco
Head of Macro Strategy,...
David Bianco (Head of Macro Strategy, Deutsche Bank) | 5 trade ideas tracked | XLF, IWM, XLK, UTILITIES, XLY | YouTube | Buzzberg