Some of the best technology and cyber security companies in the world. This is a great ETF to play it. Wait for another market swing down. Don’t over concentrate in this.
Gold. It is extremely unlikely it will drop dramatically in the short term. He would buy into the dip. It is headed higher for years to come. When bond yields are zero or negative, then gold has no competitor.
Educational Segment. Comparison of present economic situation to that of the early eighties. At the beginning of the eighties Regan had some economic tailwinds behind him. Today we have grossly underfunded pension funds, healthcare and have a massive need for infrastructure as well as major concerns about the environment. There is a tragic demographic in the form of the ratio of people of working age to the young and old which will get worse for decades to come. There is also a massive decline in the output of labour. These are all headwinds they did not have in the early eighties. In investing, quality will be one of the most important factors.