Surfing The Markets
07-03

Defence sector and any of the companies in the supply chain are the targeted stocks I'm researching and reviewing price action for. With recent NATO summit with countries agreeing to raise GDP to around 5% on defence, will in turn see trillions move into the defence contractors for construction and manufacturing of military equipment. Stocks that have recently macro bottomed will provide some outstanding risk to rewarding exposure to companies in this sector. A broad set of stocks using this framework will allow for little equity for large volume of shares with major upside some in depth research will pay big dividends in the long term certain stocks such as Australian DroneShield - DRO is one that is just starting its macro market cycle run and will be a big winner in the expansion of GDP spending by western countries NFA DYOR 

What Investment Playbook Have You Chosen for Yourself?
Recently, an investor said, “Investing isn’t about who makes the most money, it’s about who lasts the longest.” Do you value longevity, or intensity? It’s like asking whether you’d rather make fast, big money or earn slowly and steadily over time. Warren Buffett once said that investing is a marathon, not a sprint. What kind of investment story are you writing for yourself? Are you aiming to earn more, or to earn longer? And more importantly, is your playbook playing out the way you envisioned?
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