ED

Ed D'Agostino 5.0 2 ideas

Editor, The Block
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XLE
Energy Select Sector SPDR Fund
Energy stocks, specifically oil and gas stocks, have become the new anti-fragile asset in portfolios because bonds no longer trade inversely to stocks and thus fail as a hedge. The thesis, originally from Louis Gave, is supported by recent performance where energy stocks held up well when other assets struggled. Ed endorses this view, suggesting investors should allocate to energy stocks for portfolio protection.
Energy  · Apr 23 · YOUTUBE
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LONG MED
Positions
TickerDirEntryP&LDate
XLE LONG $56.90 Apr 23
▶ YouTube Ed D'Agostino: The Great Restructuring Has Begun - AI, Tariffs, China & the New Antifragile Asset
Energy stocks are new antifragile assets.
Energy stocks, specifically oil and gas stocks, have become the new anti-fragile asset in portfolios because bonds no longer trade inversely to stocks and thus fail as a hedge. The thesis, originally from Louis Gave, is supported by recent performance where energy stocks held up well when other assets struggled. Ed endorses this view, suggesting investors should allocate to energy stocks for portfolio protection.
XLE HIGH Wealthion Apr 23, 20:00
Ed D'Agostino
Editor, The Block
▶ YouTube Ed D'Agostino: The Great Restructuring Has Begun - AI, Tariffs, China & the New Antifragile Asset
Trade schools are a growing opportunity.
Publicly traded trade schools are a growing opportunity as the value of a four-year college degree is increasingly questioned. Demand for trade school education is surging, and these schools are publicly listed and performing well, making them a direct investment play on the shift away from traditional higher education.
Publicly traded trade schools HIGH Wealthion Apr 23, 20:00
Ed D'Agostino
Editor, The Block
Ed D'Agostino (Editor, The Block) | 2 trade ideas tracked | XLE, Publicly traded trade schools | YouTube | Buzzberg