This post is by Roger Nusbaum from Random Roger
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The weekly Market Update is posted at Alpha Baskets and includes the following;
We now know a little more about the steel and aluminum tariffs. While actual trade wars can’t be good for anyone, the detail we have now implies that this all may be a negotiating ploy. Canada and Mexico have a very visible path to being exempt and other countries can negotiate out of them. Last week we said that Trump supporters would say this is the Art of the Deal at work. That hope is alive and well.
And from my page at TheMaven;
The investment merits of putting your head in the sand.