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President Trump uses economic leverage instead of infantry divisions to defend U.S. interests, and Advanced Micro Devices regains lost ground.
Our brewing Cold War over regional and global spheres of influence with China, has forced some merger activity across the aerospace and defense industry.
I would like to own a piece of this firm. The problem for me is the short position.
As of now, the schedule of tariffs on Mexico that would begin at 5% this Monday has not changed.
Here's the problem I see from 10,000 feet.
Can markets go higher? Certainly, but we still need to see higher prices form here on higher volumes in order to confirm that those big kids are playing ball.