IMPACT Portfolio Update
Trade war negotiations took a step back last week as China reportedly reversed commitments given on core U.S. trade demands. With President Trump threatening to add tariff increases of $200 billion on Chinese imports, this move would certainly be met with retaliation by China. This sequence has brought renewed volatility to the markets. We will closely monitor events and send out a flash alert if news directly affects any of our recommendations. For now, read on for Dan’s analysis of all positions in the portfolio.
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