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SHLD: Defense Spending, Tech Upgrades And Geopolitics Keep Powering The Rally

Source: SeekingAlpha

2025-12-12 13:22:44 ET

In August I published my first coverage of the Global X Defense Tech ETF ( SHLD ). Today, four months later, reading the latest news about Ukraine, the use of frozen Russian assets and the new German defense package, among other news, I find that the thesis I had in mind months ago about SHLD is more valid than ever, because this ETF does not depend on a single catalyst, but on a political, military and technological framework that in my view has become part of the landscape . ...

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SHLD: Defense Spending, Tech Upgrades And Geopolitics Keep Powering The Rally
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