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17:51
Apr 21
Caleb Franzen Founder, Cubic Analytics; financial analyst Milk Road Daily
Buying fastest horses in debasement trade.
He believes in the debasement trade due to monetary debasement and wants to own the 'fastest horses in the race': Bitcoin, technology stocks, semiconductors, high beta stocks, growth stocks, and mega caps. This is his broad thematic approach to asset allocation.
MGC 1ST
MED
15:50
Apr 14
Brian Levitt Global Market Strategist, Invesco Bloomberg Markets
Favor mega cap quality stocks and emerging markets.
Despite the Middle East conflict, the market is looking past it, with stocks having recovered losses and corporate America in good shape. The market is suggesting the conflict will conclude soon, and stocks are expected to perform bonds. Risk is back to neutral, favoring higher quality mega cap stocks in the portfolio, while also diversifying into emerging markets that are likely to outperform as the situation improves.
MGC 1ST
MED

About MGC Analyst Coverage

Buzzberg tracks MGC (Vanguard Mega Cap ETF) across 2 sources. 2 bullish vs 0 bearish calls from 2 analysts. Sentiment: predominantly bullish (100%). 2 total trade ideas tracked.