Equity Themes I’m Backing

Defense, banks, energy, and the rise of Europe’s forgotten markets

Good afternoon folks,

We're back with a quick review of our equity themes and an update on the various trends we've been tracking.

Over the past few weeks, I’ve been scanning for different themes and trying to spot equities worth investing in. A few thoughts guided my screening for long positions, and they tie into several thematic ideas. Let’s walk throu…