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The shares may be lower, but still within the framework of visible support.
There is a chance that Presidents Trump and Xi sign something when they meet up at the APEC summit this November in Santiago, Chile.
My oil services play remains Schlumberger. SLB has not performed much better over time than has HAL, but the market awards SLB a higher multiple.
The Trump and Xi administrations are at least looking at the same page. That's more than nothing.
Do not look at Coke as a value play. This is more a play on global growth, but within the context of a defensive sector.
The tech sector has been the victim of the recent "on again, off again" rotation. That may really just mean that the group has been victimized by its own success.
Money fled high-growth, high-multiple stocks on Wednesday and chased a mix of both defense and value.
The Fed is doing this right. Let me repeat... the Fed is not screwing this up.