Macroeconomics
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Great Realignment: How to Position Your ETF Portfolio for the New World Order
The era of low inflation is over. Discover how to protect and grow your wealth in the new geopolitical world order using a strategic ETF portfolio featuring $ALLW, $SHLD, and $BOTZ. Continue reading
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Are the 1970s Back? Defensive Investing Strategies for High Inflation & Geopolitical Risks
Explore how today’s geopolitical tensions mirror the 1970s oil crisis. Learn how to build a resilient portfolio using defensive investing strategies, including defense ETFs and high-cash-flow blue chips. Continue reading
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Middle East Crisis: Canada’s Rise as an Energy Safe Haven
Amid rising geopolitical tensions in the Middle East and the vulnerability of global supply chains, Canada is stepping up as a crucial energy safe haven. Explore how the expansion of Canadian oil and LNG exports, alongside the unique structure of… Continue reading
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March 2026 ETF Model Portfolio: The KORUS (US & South Korea) Strategy
The March 2026 KORUS (Korea-US) ETF Model Portfolio is strategically designed to provide dual-layered protection and targeted growth. By combining US-listed megatrend ETFs—focusing on Artificial Intelligence, Quantum Computing, and Global Defense—with tax-efficient South Korean-listed equivalents, this portfolio offers an optimal,… Continue reading
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The Hidden Costs of the US-Iran War … Oil, Arms, and Macro
Explore the macroeconomic impacts of the US-Iran war, from surging WTI oil prices and weapons depletion to the combat performance of defense ETFs and the MSAM-II. Continue reading
