Marketplace’s Paddy Hirsch takes to his whiteboard – with some help from three little pigs – to explain one of the suggested methods of tackling the European debt crisis:
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Consider themes that may be insulated from geopolitical-driven volatility like U.S. Infrastructure, Defense Tech, and Uranium. Also consider traditionally less volatile assets like preferreds, covered calls, or emerging market debt less correlated with U.S. election risks
The earnings season will provide clues about the outlook