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patrick 5.0 6 ideas

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Overweight US equities, avoid Europe and Asia.
Remains overweight equities as earnings are delivering, driven by tech and energy. Favors the US for its resilience, is cautious on Europe and Asia due to Middle East impacts, and has added UK and Canada for compartmentalization. Prefers European duration over US duration.
VGK AAXJ HIGH Bloomberg Markets Apr 22, 10:36
Overweight US equities, avoid Europe and Asia.
Remains overweight equities as earnings are delivering, driven by tech and energy. Favors the US for its resilience, is cautious on Europe and Asia due to Middle East impacts, and has added UK and Canada for compartmentalization. Prefers European duration over US duration.
EWU VTI EWC HIGH Bloomberg Markets Apr 22, 10:36
Gold as hedge against dollar debasement.
Views gold not as a geopolitical hedge but as a potential hedge against dollar debasement, given questions around the debt market and system.
GOLD HIGH Bloomberg Markets Apr 22, 10:36
patrick | 6 trade ideas tracked | YouTube | Buzzberg