Good Morning Class,
Any thoughts re SAMT, ETF, Strategas Macro Thematic ETF?
Over the years I've always paid close attn whenever Jason De Sena Trennert is being interviewed for his thoughts re economy, the casino, I mean stock market etc...unlike many other prognosticators, tea leave readers, con men/women, his insights do seem to be spot on when you look back at them several months later.
Per the fact sheet thematic major themes of the ETF right now
Inflation for longer
Economic Re-opening
Cyclical Defensives
Quantitative Tightening
Cash
Seems dialed in to me, no?
I'll be plunking down a sizeable starter investment come Monday morning.
Not a recomendation, keep in mind, full transparency, I do not know anything about anything. Do you own due diligence etc
Best,
Baseball Fan
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You can view the episodes here.
https://strategasetfs.com/files/1643980663.pdf